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.

MEPs and PEPs: Simplifying Your Retirement Plan May Create Tradeoffs
March 18, 2026

MEPs & PEPs can simplify retirement plan administration, but plan sponsors must evaluate governance and total cost.

Strategic Growth Amid Increasing Complexity – The New CFO Playbook
March 17, 2026

CFOs face an expanding mandate to drive strategic growth across increasingly complex organizations.

Preparing for the 2026 Qualified Opportunity Zone Gain Recognition
March 16, 2026

All previously deferred gains invested in Qualified Opportunity Funds (QOFs) must be recognized no later than December 31, 2026.

Preparing for the 2026 NJ Municipal Budget: Key Insights from Our Seminar
March 13, 2026

Municipalities and counties across New Jersey are beginning the process of introducing and adopting their 2026 budgets.

The Iran Conflict May Be Overseas. The Cyber Disruption May Not Be.
March 12, 2026

A global medical technology company confirmed a cyberattack that knocked out parts of its worldwide network this week.

The Potential Shift to Schedule III: Tax and Financial Implications for Cannabis Companies
March 12, 2026

While the change would not constitute federal legalization, it represents a critical planning moment for the industry.

Vital Tax Considerations for a Successful CPA Merger
March 11, 2026

Selling a business involves significant tax implications that are critical to both sellers and buyers.

Valuation Insights: Six Ways to Optimize Your Organization’s Value
March 11, 2026

For firms considering a sale or merger, ending with the most favorable price means starting with advance planning.

What to Expect When Combining Firms
March 11, 2026

Merging with a larger firm like ours is an acceleration strategy that advances the trajectory of your achievements.

Four Crucial Mistakes Dental Practices Make … and Strategies to Prevent Them
March 10, 2026

Crucial mistakes that we see over & again from even the highly skilled dental professionals that negatively impact the bottom line.

IRS R&D Credit Audits: Tax Court Reinforces Documentation Requirements
March 9, 2026

Qualification under Internal Revenue Code Section 41 turns as much on documentation as on technical effort.

The Luxury Market – What Happened?
March 5, 2026

After a long run of outsized growth, the high-end space has experienced a slowdown driven by many factors.

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