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.
With deep and comprehensive experience in the private business sector, PKF O’Connor Davies has been in business since 1891. We […]
Even if you’ve sold a company before, it’s rare that a business owner can maximize value and achieve superior deal terms on their own.
Whether a business is ready for a third-party sale or sale to an Employee Stock Ownership Plan (ESOP), planning and preparation is necessary.
Don’t let those close to you delay your decision to retire or begin the next chapter – pass on the baton.
The final rules are effective this coming January 2024 and will require certain entities to provide information about their beneficial owners by filing a Beneficial Ownership Information (BOI) Report.
For private foundations with calendar year-ends, this is a great time to consider – and get ahead of – year-end tax planning.
The AICPA Journal of Accountancy published an article summarizing a recent Tax Court decision written by members of the PKF O’Connor Davies estate tax team.
Effective immediately, the IRS indicated major changes to its processing of the Employee Retention Credit (ERC).
In this Alert, we will update our readers on two pension-related matters.
In response to concerns regarding the protection of customer assets, the SEC has proposed to amend the Customer Protection Rule to increase the frequency of customer and PAB reserve computations
For artists and collectors alike, grappling with their posthumous legacies and estate plans can be complicated and, quite frankly, overwhelming.
This article focuses on several ways to optimize value, including customer pricing to reflect rising market costs, negotiating existing supplier costs and targeting suitable acquisitions.