Tax Reform Tug of War: Strategic Insights for Nonprofits Caught in the Middle
Nonprofits should assess how tax reform may affect compensation, DAFs and charitable giving strategies.
Artificial Intelligence in Health Care: Navigating HIPAA Compliance
AI is playing an increasingly prominent role in health care, offering new tools to improve care delivery and streamline operations.
Successful Transitions | Battling Risk on All Fronts
Learn more about why cybersecurity and risk management have become essential priorities for private businesses.
10 Moves to Risk-Ready Your Business and Family
Risk management isn’t about luck — it’s about preparation. Threat actors only need one opening, but you need airtight defenses every time.
Tax-Smart Strategies for Travel, Meals and Partner Expenses in 2025
The business deductions landscape remains as nuanced as ever. Staying compliant and maximizing deductions starts with knowing the rules.
Tax Strategies for Partners: Deductibility of Unreimbursed Partnership Expenses
Partners in professional firms can deduct unreimbursed business expenses and reduce tax liability if IRS conditions and documentation are met.
Deducting Travel and Meals in 2025: Your Guide to the Current Rules
U.S. business owners have historically been challenged keeping up with tax laws governing the treatment of travel and meal expenses.
PKF O’Connor Davies Welcomes Michael Curtiss as Partner
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that Michael Curtiss will join the organization as a Partner in its Advisory Practice focusing on Transaction Advisory and Outsourced CFO Solutions.
Modernizing Compliance: SEC’s Final Rule on Electronic Submissions and FOCUS Reporting
While resource-intensive, electronic filings will provide significant value in the modernization of the securities industry.
Worldwide Tax Guide 2025/26
This Guide covers the latest tax and business regulations and distills complex rules into practical insights.
Family Office Operations
As investment portfolios grow in complexity and size, the need to sufficiently oversee the associated risks must be addressed.
Senate Releases Updates on “The One, Big, Beautiful Bill”
On June 17, the Senate Finance Committee released its much-anticipated reconciliation draft of “The One, Big, Beautiful Bill.”