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.

Are We Still in the Golden Age of the Research Tax Credit?
January 4, 2021

Claiming the Federal Research and Development Tax Credit (Research Credit) has never been more beneficial. As a result, in recent years, many small, middle-market and start-up companies have begun capturing the credit.

Mandatory Electronic Filing Requirements for Tax-Exempt Organizations
January 4, 2021

In today’s digital world, tax-exempt organizations should be aware of the electronic filing mandate applicable to information returns and related forms.

The Marijuana Opportunity Reinvestment and Expungement Act (MORE)
December 21, 2020

Bill H.R. 3884 to decriminalize cannabis was recently passed by the House of Representatives on December 4, 2020.

IRS 2020-2021 Priority Guidance Plan – What Foundations Should Know
December 17, 2020

Each year the Department of the Treasury and the IRS jointly release their Priority Guidance Plan (the Plan) for the upcoming year, the most recent of which was released on November 17, 2020

Don’t Fall for the One-Buyer Trap
December 17, 2020

Financial buyers deploy significant resources to contact private companies in order to purchase a company below its true market value.

Cyber Roundup – December 2020
December 17, 2020

If you didn’t realize this before, cyber criminals have unlimited felonious imaginations and unmitigated gall, this issue of Cyber Roundup will certainly confirm that.

The Value of Charitable Giving
December 15, 2020

We all look for ways to give back to our communities during the holiday season.

Impact of SAS 136 on Audits of Employee Benefit Plans
December 11, 2020

Statement on Auditing Standards (SAS) 136 addresses the audit of employee benefit plans subject to the Employee Retirement Income Security Act of 1974 (ERISA) and deals with the form and content of the audit report.

Quick Hits
December 11, 2020

Some EPB-related 2020 news items

IRS Examination Topics
December 11, 2020

During 2020, our Employee Benefit Services Group represented several retirement plans that were selected for examination by the Internal Revenue Service (IRS).

Affordable Care Act of 2010: Forms 1094-C/1095-C
December 11, 2020

By Anthony Bianchi, Tax Supervisor The Internal Revenue Service released in October the final version of the 2020 Forms 1094-C, Transmittal […]

Update: 403(b)/457(b) Plans
December 11, 2020

During 2020, our Employee Benefit Services Group represented several retirement plans that were selected for examination by the Internal Revenue Service (IRS).

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