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.

IRS Update on the Employee Retention Credit
June 24, 2024

On Thursday, June 20, 2024, the IRS announced updates on its handling of the remaining open Employee Retention Credit (ERC) claims.

Worldwide Tax Guide 2024/25
June 24, 2024

Our most comprehensive Guide to date covers the latest tax and business regulations for more than 150 countries.

Update on OMB’s Major Revisions to Uniform Guidance
June 13, 2024

It appears from the revisions that OMB recognizes the challenges some organizations face in trying to access federal grant monies. Read more.

US Tax Reporting Requirements of Australian Superannuation Pension Plan
June 12, 2024

One of the major differences between a Super plan and its U.S. equivalent is the source of its funding.

Employee Benefit Plans Alert – June 2024 Edition
June 10, 2024

Read insights from PKF O’Connor Davies on Employee Benefit Plan alerts for June 2024.

Not-for-Profits – 5 Risks and 5 Actions
June 6, 2024

Equip your not-for-profit organization with the tools it needs to maintain public confidence and support.

SEC Amendments to Regulation S-P: What Broker-Dealers and Registered Investment Advisors Need to Know
June 5, 2024

The new amendments consist of two primary components – the safeguard rule and the disposal rule.

Selling Your Business? Be Prepared for ERC Review
June 3, 2024

It’s no surprise that potential acquirers and investors are looking closely at target companies that have claimed or received ERCs.

Grantmaking to Religious Organizations
May 30, 2024

Even with very strict due diligence procedures in place, questions arise when a first-time grant to a place of worship doesn’t fit in nicely to a foundation’s existing processes, checklists, etc.

Best Practices for a Successful Month-End Close
May 28, 2024

Streamlining your month-end close process is critical to increase the efficiency and accuracy of your monthly financial reporting.

Latest Fraud Trends: What You Need to Know
May 23, 2024

Our forensic accounting experts weigh in on the highlights of the ACFE’s 2024 Report to the Nations.

REITs Get the GREEN (Energy) Light on EV Charging Stations
May 17, 2024

We questioned how REIT tax status might be impacted if receiving income from electric vehicle charging stations (EV Stations).

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