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.

Why ESOPs are a Good Idea for Private Companies Going Public
October 30, 2024

Private businesses with Venture Capital (VC) or Private Equity (PE) sponsors that expect to go public with an initial public offering (IPO) should consider establishing an Employee Stock Ownership Plan (ESOP) — then think about Roth conversions.

Massachusetts Announces a 60-Day Tax Amnesty Program
October 29, 2024

This program will allow taxpayers to request that the state waive or forgive all or part of any interest and penalties owed on overdue tax.

Cyber Protection Through Awareness
October 28, 2024

Learn more about the five most common cyberscams today, along with both preventative measures and steps to take if you fall victim.

US HVAC Industry Update – Fall 2024
October 23, 2024

The Heating, Ventilation and Air Conditioning (HVAC) sector recorded steady M&A activity year-to-date.

Safeguarding Your Independent School from Possible ACH Disbursement Fraud
October 16, 2024

Management must be vigilant in an ever-changing cyber environment as hackers become more creative and devious in their efforts.

The Cybersecurity Maturity Model Certification Rule Has Been Published
October 15, 2024

After half a decade in the making, the CMMC final rule has been published by the Department of Defense (DoD).

Embracing the New Global Internal Audit Standards – The Time to Act Is Now!
October 9, 2024

Read on to get a head start on elevating, modernizing and aligning your internal audit function with the new standards.

Financial Literacy for Elected Officials
October 7, 2024

This article can be a helpful reference tool for those working for governmental entities.

What Is Your Business Worth? Roadmap to Help Determine Value of a Privately Owned Business
September 25, 2024

The sale of a business is an emotional, life-changing event. Determining its true value is a crucial first step.

Harnessing AI for Private Foundations: Strategies for Governance and Impact
September 23, 2024

As part of any implementation, a foundation should develop a comprehensive AI policy to help reduce risk and optimize efficiency.

Safeguarding Your Organization from Possible ACH Disbursement Fraud
September 20, 2024

Management must be vigilant in an ever-changing cyber environment as hackers become more creative and devious in their efforts.

Uptick in Q2 M&A Transaction Volume
September 19, 2024

PKF Investment Banking anticipates a three to four percent increase in deal volume for 2024 compared to 2023.

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