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.

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.

Family and Corporate Governance: The Cornerstone of Successful Private Business Owner Succession
January 12, 2024

Family and business governance are designed to support the family and help the business achieve clarity, neutrality and sustainability.

Employee Benefit Plans Alert – January 2024
January 11, 2024

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

Global Mobility: Taxation of 401(k) Payments in Non-U.S. Jurisdictions — Germany
January 9, 2024

The U.S.-German tax treaty allocates the right to tax 401(k) payments that German tax residents receive solely to Germany.

The Secret Ingredient for A Successful Dental Team
January 9, 2024

In the current employment market, dental practices are struggling to find qualified team members.

IRS Announces New ERC Voluntary Disclosure Program
January 8, 2024

The IRS announced a voluntary disclosure program for taxpayers who believe they have received the Employee Retention Credit erroneously.

2023 Private Foundations Year-End Wrap Up
December 22, 2023

As the year comes to a close, we are reminded of the complex issues and opportunities available to private foundations.

IRS Launches Transfer Pricing Initiative to Review Intercompany Transactions of Multinational Groups
December 13, 2023

The Internal Revenue Service (IRS) has launched an initiative to identify taxpayers that may not be compliant with U.S. transfer pricing rules [§482 of the Internal Revenue Code (IRC) and regulations thereunder].

IRS Delays $600 Threshold Reporting Requirements for Form 1099-Ks
December 12, 2023

With 2024 right around the corner, taxpayers should be aware of the $5,000 reporting requirements from TPSOs.

Chemicals Sector Third-Quarter Update: The Prolonged (Delayed) Recovery
December 6, 2023

There were a handful of green shoots in the third quarter that cause us to be cautiously optimistic about 2024.

Value Creation and the CFO | Part 3: Value Protection Principles
December 5, 2023

This article spotlights the CFO’s role in protecting value-generating assets against risk.

Protecting Your Foundation from Disbursement Fraud
November 29, 2023

Disbursement fraud, either electronic or check based, continues to be a prevalent and increasing threat to private foundations.

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