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.
LEARN MOREIRS Offers Potential Extension for Claims on Denied ERC Refunds
The IRS introduced a process for taxpayers with denied ERC claims to request additional time to file refund suits.
Nine PKF O’Connor Davies Partners Named to Forbes 2026 Best-in-State CPAs List
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that nine of its partners have been named to the Forbes 2026 Best-in-State CPAs list, a recognition that identifies outstanding certified public accountants across the United States based on professional excellence and impact within their respective states.
TrumpIRA.gov: What It Could Mean for Your Retirement Plan
The federal government introduced TrumpIRA.gov, a new initiative aimed at expanding retirement savings access for workers.
PKF O’Connor Davies Ranked #1 Accounting and Tax Firm for Private Foundations by FoundationMark
PKF O’Connor Davies, one of the nation’s leading accounting, tax and advisory practices, today announced it has been named the market share leader among accounting firms serving private foundations in excess of $25 million in assets in the Northeast by FoundationMark, a market intelligence and benchmarking platform.
Are Nonprofit Boards Meeting UPMIFA Requirements for Endowment Funds?
UPMIFA requires NFP boards to oversee, document & manage donor-restricted endowment funds in accordance with prudence standards. Read on.
New York Wage Parity Compliance: April 20 Update, AUP Requirements and Common Misinterpretations
The New York State Department of Health (DOH) reissued its March 9, 2026 wage parity guidance on April 20, 2026.
Rick Simonsen Joins PKF O’Connor Davies as Managing Director in Transaction Advisory Services
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that Rick Simonsen, CPA, CM&AA, has joined the organization as Managing Director within its Transaction Advisory Services practice.
Five Things Your Retirement Plan Auditor Wants You to Know
Late contributions, payroll inconsistencies and poor documentation can disrupt retirement plan audits.
PKF O’Connor Davies Rises to #8 in Vault’s 2027 “Best Accounting Firms,” Continuing Upward Momentum
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced it has been ranked #8 overall in Vault’s 2027 “Best Accounting Firms” rankings, advancing from its #9 spot in 2026 and further improving its position as a top 10 accounting firm nationwide.
PKF Investment Banking Closes Sale of Armistead Mechanical, Inc. to PremiStar, LLC
PKF Investment Banking, the investment banking affiliate and subsidiary of PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, announced today the successful close of the sale of Armistead Mechanical, Inc. (“Armistead Mechanical” or the “Company”) to PremiStar, LLC, (“PremiStar”) a portfolio company of private equity firm Partners Group USA Corporation.
Private Credit’s Reality Check: Liquidity, Valuation and Borrower Risk
Liquidity mismatch, valuation uncertainty and borrower risk move from theoretical risks to practical challenges.
Fannie Mae’s 2026 Condo Lending Changes
Fannie Mae’s recent update to its condominium lending guidelines marks a clear shift in direction.