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.

Estate Planning and Gifting Strategies
February 14, 2025

It is important to remember that there is no one-size-fits-all model in estate planning. Learn more about key strategies to consider.

Successful Transitions | Tools and Insights for Business Succession
February 13, 2025

Read on for the top takeaways from our succession planning academy and key questions to consider when preparing to transition your business.

Transitioning Your Business: Critical Questions for a Winning Formula
February 13, 2025

We’ve found that asking the right questions can help kickstart succession planning for private business owners.

Top 6 Takeaways from Our Succession Planning Academy
February 13, 2025

PKF O’Connor Davies hosted the first Private Business Owners Succession Planning Academy with a comprehensive curriculum.

Recent Developments Concerning the Federal Government’s Effort to Pause Grant, Loan and Other Financial Assistance Programs
February 4, 2025

Late on Monday, February 3, U.S. District Judge Loren L. AliKhan issued a temporary restraining order.

OCR Proposes Sweeping Changes to the HIPAA Security Rule
February 3, 2025

Changes have been proposed in response to the evolving nature of cybersecurity threats and the ever-increasing reliance on digital technology in health care.

7 Essential Policies for Your Private Club in 2025
January 30, 2025

Evaluating your policies annually is not only good corporate hygiene but critical for sound decision-making and effective management.

Using AI to Transform Your Supply Chain: 4 Critical Tips for Manufacturers
January 28, 2025

AI integration has helped companies reduce costs, improve product quality and enhance efficiency, compliance and risk management.

Path to Recovery: Tax Relief for Those Impacted by Natural Disasters
January 27, 2025

Being aware of the U.S. tax laws designed to help victims get back on their feet can offer some relief.

Charity Scams in the Aftermath of Disasters
January 21, 2025

We cover tactics scammers use and ways to protect your foundation in the aftermath of disasters.

7 Cybersecurity Threats Going Strong
January 21, 2025

Here we review 7 persistent trends and developments in cybercrime, organizational priorities and the regulatory environment.

Get Ready for GASB 101: Watch, Listen and Learn
January 17, 2025

Discover key insights and tips for implementing GASB 101, with resources like the latest School Business Insider podcast.

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