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.

Donor-Advised Funds and Understanding the Proposed IRC §4966 Regulations
February 12, 2024

In this bulletin, we will update you on the key provisions of the IRS proposal and share some key considerations for private foundations.

PCAOB Spotlight: Insights into the PCAOB’s Inspection of Audits of Broker-Dealers
February 2, 2024

The recent edition of Spotlight focused on the following insights into inspection results which we have summarized here for our readers.

Proposed Rule: Cybersecurity Maturity Model Certification, Version 2.1
January 31, 2024

The release of the CMMC 2.1 rule and accompanying documentation contains significant new guidance for defense contractors.

Dental Practices Have a New Filing Requirement. What Needs to Be Filed?
January 30, 2024

The Corporate Transparency Act (CTA) was enacted in 2021 to help the government identify businesses that are being used for money-laundering, which is a crime punishable by jail and fines.

Amendments to SEA Rule 15b9-1: Potential Increase in FINRA Membership
January 26, 2024

These amendments drastically limit the scope of the exemption previously provided by SEA Rule 15b9-1.

Club Independent Contractors: These are the People in Your Neighborhood
January 23, 2024

There are pros and cons of using independent contractors versus employees, and a slew of legal and tax considerations to evaluate.

Update of PCAOB Standard-Setting Projects
January 23, 2024

To enhance industry-wide auditing and professional standards, and to improve investor protection, the PCAOB maintains and updates its standard-setting agenda.

PCAOB Adopts New Standard Modernizing Audit Confirmations to Better Protect Investors
January 19, 2024

The new standard reflects changes in technology, communications and business practices since the initial standard was implemented.

Successful Transitions | Building and Protecting Business Value
January 18, 2024

PKF O’Connor Davies offers private business owners an extensive set of accounting, audit, tax and advisory services.

The New Bipartisan Tax Deal – What You Need to Know
January 17, 2024

On Tuesday, January 16, 2024, a bipartisan group of Congressional legislators announced agreement on the Tax Relief for American Families and Workers Act of 2024.

Vendor Tax Compliance: What You Need to Know
January 16, 2024

We recently received an increasing number of inquiries regarding tax compliance with respect to payments to vendors.

Optimization of ESOP Value and Rewards Programs
January 12, 2024

A large number of sponsors of employee stock ownership plans (ESOPs) are faced with complex issues relating to their rewards programs.

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