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.

Tax-Exempt Organizations: Free Resource Available for Form 1099-Series Filings
April 3, 2023

Smaller organizations need to weigh the cost of outsourcing Form 1099-Series filings to third-party providers or use their own valuable resources.

Private Equity Must Focus on Cybersecurity Defenses
March 31, 2023

PE firms are enhancing their pre-acquisition due diligence efforts to gauge a portfolio company’s current cybersecurity maturity and to identify gaps and weaknesses exposing them to the risk of cyberattacks.

Digital Transformation: From Wall Street to Main Street
March 30, 2023

Digital transformation across business functions, including in client servicing delivery from Wall Street to Main Street is not an option. It is survival.

Surprised by a Form 1099-K? Here’s What You Should Know
March 28, 2023

Many U.S. taxpayers may have recently received a Form 1099-K. This article will provide guidance on the potential tax consequences for online marketplace sellers. Learn more.

The End of the National Emergency Declaration
March 28, 2023

On January 30, 2023, the Biden Administration announced its intent to end the National Emergency Declaration on May 11, 2023. Learn more.

With Your Own Eyes: Grantee Site Visits
March 27, 2023

A private foundation will conduct site visits to help make key funding decisions during the grant inquiry/proposal stage.

CFPB’s Advisory Opinion on Application of RESPA Section 8
March 23, 2023

If you and/or your business provides service(s) on the settlement of an approved residential home purchase, you are going to want to ensure that you are in conformity with the Real Estate Settlement Procedures Act (RESPA).

Cyber Roundup – March 2023
March 21, 2023

Businesses continue to be held accountable for their failures to protect against electronic intrusive breaches to their data.

Mitigating Solvency Risk with Enhanced Treasury Management Oversight and Due Diligence
March 21, 2023

Venture capital and private equity firms, along with other organizations, are putting added emphasis on reviewing their own treasury management policies and procedures in order to safeguard their capital.

FINRA Provides Guidance for Broker-Dealers in Wake of Recent Bank Failures
March 20, 2023

By Harley Aronoff, Partner; Rachel DiDio, Partner; Vic Peña, Partner The recent failures of Silicon Valley Bank (SVB) and Signature Bank […]

Recent Banking Uncertainty Underscores Need for a Treasury Management Gap Analysis
March 16, 2023

Recent Silicon Valley Bank and Signature Bank events leading to uncertainty in the middle-market banking space is creating the need for a renewed focus on treasury management and related risk management.

IRS Proposed Rule: Forfeitures in Retirement Plans
March 15, 2023

The IRS released a proposed rule on the use and timing of forfeitures in retirement plans.

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