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.

The Impact of Climate Risk Management on Quantitative Easing and Beyond
August 16, 2021

Climate risk is the latest existential threat in the portfolio of 2021 worries. While most Americans have endured a brutally hot, humid and inclement summer, it can be hard to see the connection between climate risk and the economy beyond higher prices for commodities, including fruits and vegetables, and related supply chain issues.

DOL Increasingly More Focused on Retirement Plan Cybersecurity
August 16, 2021

In the May 2021 Employee Benefit Plans Alert headlined Cybersecurity Guidance for Retirement Plans, the specialists in our Employee Benefit Plans Group discussed the recently-released guidance from the Department of Labor (DOL) Employee Benefits Security Administration (EBSA) regarding the importance of adopting comprehensive cybersecurity best practices.

PPP Loans Are Coming Due – Here’s What You Need to Know
August 12, 2021

Recipients of PPP loans have 10 months from the end of their 24-week covered period to apply for loan forgiveness before payments start coming due. For most loan recipients, that “due date” is right around the corner

Employee Retention Credit: IRS Issues Guidance as Congress Considers Shortening Its Lifespan
August 11, 2021

Ever since the employee retention credit (ERC) became available to a far wider range of businesses in December, both employers and practitioners have found themselves frustrated by the uncertainty that came with a new piece of the tax law.

State Sales & Use Tax Audits on the Rise for Asset Management Firms
August 10, 2021

For certain states, the pandemic has plagued tax revenue severely.

Pandemic Recovery ‒ Preparing for the Challenges That May Lie Ahead
August 9, 2021

The upcoming Fall and Winter of 2021-2022 will present a new phase in our nation’s recovery from the pandemic.

Another Step Ahead – Family Office Newsletter
August 5, 2021

Successful family offices thrive because they continually seek knowledge and leverage the insight it produces.

Impact and Environment, Social & Governance (ESG) Investing
August 5, 2021

Impact and ESG investing has become a primary focus of many families, institutional investors and our regulators.

Fortify Your Family Office through Best Practices and Internal Controls
August 5, 2021

Single Family Offices (SFOs) are unique organizations and the saying that “no two family offices are alike” rings true for those who work in this industry.

Family Philanthropy: Bridging the Generation Gap and Working Together
August 5, 2021

Philanthropy is not just a “good” thing to engage in, it also provides a platform for establishing common ground and a means for perpetuating values.

Preparing the Next Generation for Ownership in a Dynamic World
August 5, 2021

Many parents are reluctant to share information for fear it will have a negative effect on their children, such as undermining their motivation to become self-sufficient or causing them to feel entitled.

Medicine is the New Frontier
August 5, 2021

Can we prolong life well into our 100s, and if so, how far? Can we do so in a state of vigorous health? Can we eliminate or control all disease?

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