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.

House Bill Proposes Increase in Excise Tax for Certain Foundations, Among Other Provisions
May 13, 2025

If passed in its entirety or in part, the tax bill could have sweeping effects on the philanthropic sector.

Key Tax Considerations When Selling a Business
May 9, 2025

Selling a business is a milestone — and how the deal is structured can significantly affect your tax outcome.

NYC Mayor Adams Announces Major Increase in Not-for-Profit Funding
April 30, 2025

New York City-funded not-for-profit organizations, particularly health and welfare providers, received welcomed news on April 29.

Key Considerations for Grantmaking to 501(c)(4) Organizations
April 23, 2025

With proper due diligence and alignment with your foundation’s values, these grants can be both permissible and impactful.

Rethinking Retirement: A Vision for Redesigning Social Security
April 21, 2025

As conversations around retirement security and Social Security reform gain momentum, this article presents a forward-looking perspective.

Protect Your Organization From These Four Fraud Risks
April 21, 2025

The authors explore four types of fraud commonly affecting not-for-profits in Mitigating Fraud at Your Not-for-Profit: Lessons Learned.

When Investment Returns Become a Risk: Understanding Arbitrage Rules for Local Governments
April 15, 2025

Arbitrage rules are in place to prevent governments from undermining the original intent of tax-exempt bonds.

New Executive Order for U.S. Treasury: No More Paper Checks
April 8, 2025

Companies with global mobility programs, non-resident individuals and foreign entities with activities in the U.S. should review their processes now.

Sweeping New Exemptions on the Reporting of Beneficial Ownership Information (BOI)
April 4, 2025

We have been closely following the see-saw of changes and updates to which businesses must report beneficial ownership information (BOI).

Exploring the Tariff Environment: Insights on Retail and Consumer Product Companies
April 3, 2025

On April 2, 2025, President Donald Trump announced a 10% tariff on all imports and higher rates for certain countries.

What Not-for-Profits Should Know as USAID Faces Shutdown
April 2, 2025

A federal appeals court ruling on Friday, March 28 resulted in the formal closing of the US Agency for International Development (USAID).

Five Ways Cyber and Technology Due Diligence Create Value for Your Business
March 28, 2025

Strategic cyber and technology due diligence can protect a business and, even further, unlock opportunities for growth.

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