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

Articles

Need help getting started?

Contact Us

Filter By

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.

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).

AI Adoption: Three Key Compliance Strategies for Investment Managers
May 13, 2024

Implementing AI should be an iterative and exhaustive process — more a marathon than a sprint.

Beyond the Audit
May 9, 2024

Building a solid relationship with your auditors is an important component of success for any organization.

Demystifying Vendor Risk Management
April 30, 2024

Building a sound vendor management program is a process that requires effort and resources to do it correctly.

Tax Court Invalidates Conservation Easement Regulation
April 25, 2024

In a recent decision regarding conservation easements, the Tax Court determined that an IRS Treasury Regulation was invalid.

The Benefits and Challenges of Program-Related Investments
April 23, 2024

The popularity of PRIs is on the rise within the foundation community. Learn more.

1 14 15 16 17 18 74