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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.

SEC Climate-Related Disclosures Proposal: Transparency or Regulatory Burden?
April 6, 2022

As described in Part 1 of this series, the proposal includes climate-related disclosures in Regulation S-K and Regulation S-X under the rationale that the required disclosure is fundamental to investors’ understanding of the nature of a registrant’s business and its operational prospects as well as financial performance and, therefore, should be presented together with other disclosure of the registrant’s business and financial condition.

How to Use Form 990 to Attract More Donors
April 4, 2022

Not-for-profit (NFP) or exempt organizations are generally required to file an annual federal form regarding their finances, activities and governance practices.

SEC Climate-Related Disclosures Proposal: Transparency or Regulatory Burden?
April 4, 2022

The U.S. Securities and Exchange Commission (SEC) recently released for public comment an extensive set of proposed climate-related disclosures for domestic and foreign registrants to provide in their registration statements and annual reports.

SEC Proposes Expanded Cybersecurity Rules
March 31, 2022

Earlier in the month, the Securities and Exchange Commission (SEC) proposed amendments to its existing rules to enhance and standardize its cybersecurity regulations.

Gap Analysis for Higher Education Institutions
March 29, 2022

Whether your institution’s portfolio is $10 million, $100 million, $250 million or more, safeguarding and strategically growing it is vital to the current success and future growth of your operations.

Now is the Time to Get Your Tax Documents to Us
March 25, 2022

While it’s no surprise that numerous challenges are affecting this year’s tax filing season for individual and trust returns, we’re experiencing a significant delay in receiving tax documentation from our clients.

How Organizations Can Close the Expectation Gap Between Stakeholders and ESG Initiatives
March 22, 2022

The message from stakeholders is growing louder with each passing year. People expect and demand that the companies they work for, buy from, invest in and engage with focus on their impact and work to make the world a better place.

Cyber Roundup – March 2022
March 17, 2022

Cyber criminals certainly rise to the occasion as you will see in this issue of Cyber Roundup. Let the Cybersecurity team at PKF O’Connor Davies help you fight back on cyber criminality, keep your data safe and secure it from inside and outside bad actors. Read more.

March 2022 Employee Benefit Plans Alert
March 16, 2022

In this Thought Leadership article, we have summarized some employee benefit changes and reminders that our busy clients should be aware of for this quarter.

Four Surprising Reasons Why a Dental Practice’s Overhead May Be Out of Control
March 15, 2022

If a dental practice’s overhead, before paying owners and associates, is greater than 65%, the practice’s overhead may be out of control.

The “New” Employee Retention Credit – Don’t Miss this Valuable Opportunity for Exempt Organizations
March 11, 2022

In addition to the PPP, another important, and perhaps lesser known, source of government funding for non-profits still remains available: the Employee Retention Credit (ERC)

13 Ways Internal Audit Can Play an Essential Role in ESG Reporting for Insurance Companies
March 9, 2022

Environmental, social and governance (ESG) initiatives are growing at a rapid pace within the insurance industry, becoming one of the most significant emerging topics in recent years.

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