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 Forensic Accountant’s Role in Estate and Trust Matters
June 22, 2021

Forensic accountants are educated, highly-trained, experienced and credentialed professionals who employ investigative techniques and provide detailed analysis of financial information in conjunction with a variety of activities.

Cyber Roundup – June 2021
June 21, 2021

Cyber-related crimes are a global threat. As we celebrate graduations this month, it’s no surprise we see a prominent college cap and gown seller suffer a credit card breach.

HHS Reporting Requirements for Provider Relief Fund General and Targeted Distributions
June 15, 2021

The U.S. Department of Health and Human Services (HHS) recently issued reporting guidance to recipients of Health Resources and Services Administration (HRSA) Provider Relief Fund (PRF) payments.

Deal Makers Interview Series: Jonathan Moore
June 15, 2021

Partner Jonathan Moore, who leads our Transaction Advisory Services practice, recently gave an interview to Conscient Strategies for their Deal […]

PPP Loan Forgiveness – An Up-to-Date Perspective
June 14, 2021

Now that both the Paycheck Protection Program second draw loan application process and the Restaurant Revitalization Fund are officially closed, lenders and the SBA are focused almost entirely on loan forgiveness.

Accelerating Charitable Efforts (ACE) Act – Bill Introduced in Senate
June 11, 2021

This week a bill was introduced on the Senate floor by United States Senators King (I-ME) and Grassley (R-IA) titled the Accelerating Charitable Efforts (ACE) Act.

How to Maximize Value When Selling Your Business – Part 1
June 9, 2021

While buyers may be attracted to your company’s industry, profitability and growth potential, you can increase your company’s exit value by enhancing certain business fundamentals including the actions recommended in this article.

M&A Deal Activity Continued its Momentum in Q1 2021
June 2, 2021

North American M&A deal activity remained robust in Q1 of 2021 following a record breaking fourth quarter in 2020. However, YOY deal volume was 9.3% lower than Q1 2020.

Form 2220 – To Include, or Not to Include, That Is the Question
May 25, 2021

Over the last several months, we have received inquiries from private foundations asking whether or not to include Internal Revenue Service (IRS) Form 2220, Underpayment of Estimated Tax by Corporations, along with their IRS Form 990-PF, Return of Private Foundation, when filing.

Small Retirement Plans: State IRA Programs, Tax Credits, and IRS Focus
May 24, 2021

Small retirement plants are the subject of this article as we want to keep our readers updated on what’s going on in the EBP field including:

SECURE Act 2.0 Could Be Coming Very Soon
May 24, 2021

The House Ways & Means Committee unanimously approved the Securing a Strong Retirement Act of 2021 (SECURE Act 2.0 or the Act), sending it to the House floor for consideration.

Top 10 Ways to Prepare for Your Financial Audit
May 19, 2021

As the June 30th fiscal year-end approaches, getting ready for the annual financial audit should be paramount.

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