PKF O'Connor Davies Accountants and Advisors
PKF O'Connor Davies Accountants and Advisors

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Insights Center: 2025 Tax & Legislative Changes

Individuals, businesses and not-for-profit organizations are all affected by the new tax law – and we are ready to help. Start by staying informed; you’ll find our analyses of the new law’s many provisions here.

What to Do When Your Controller Leaves and Takes 10 Years of Knowledge with Them
September 14, 2026

What many business leaders don’t realize is that in most accounting positions, the job wasn’t only in that person’s head.

Not-for-Profit Audit Committees: Responsibilities, Requirements and Governance Benefits
September 9, 2026

Strong governance & independent oversight can help mitigate those risks & protect the organization’s financial health and reputation.

Automation Is Not Assurance: How to Strengthen Controls in an Automated Environment
September 9, 2026

The value of strong controls over automated information extends well beyond satisfying an auditor.

60 Days to Close: Uniting Strategy and Accounting
September 1, 2026

We share some thoughts about artificial intelligence and change management in the context of strategic events.

The Family Office of 2030 Is Being Built Today
September 1, 2026

Tech-forward families are leveraging artificial intelligence and automation to build, preserve and transition wealth in real time.

Key Tax and Compliance Considerations for Private Foundation Year-End Readiness
August 31, 2026

The following considerations can help foundations have a more deliberate compliance and planning process rather than a year-end scramble.

New York City Millionaires Quietly Face a Reduced Credit for the Unincorporated Business Tax
August 27, 2026

The NYC Council approved a bill on July 16 that automatically became law on August 18 after Mayor Mamdani failed to sign it. Read on.

Charter School Audit Season: Lessons Learned from FY25
August 26, 2026

A number of recurring issues affect audit timing, support and compliance across the charter school sector.

Operational Readiness for Tokenized Financial Products
August 26, 2026

Blockchain is increasingly being recognized as part of the infrastructure supporting traditional financial markets.

Managing 401(k) Forfeitures: Five Best Practices for Plan Sponsors
August 26, 2026

A disciplined process for reviewing and applying forfeitures can help reduce that risk and strengthen overall plan governance.

What CFOs Should Consider Before Closing a Deal: Potential SALT Pitfalls in M&A
August 26, 2026

State tax consequences may differ depending on the structure of the transaction, the states involved & activities of the business.

Preparing for the Private Club Audit: 10 Key Steps to Take Ahead of Time
August 25, 2026

Thoughtful audit preparation offers an opportunity to strengthen club operations and sharpen internal controls.

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