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 MOREPrivate Foundations: Strengthening Fraud Prevention and Risk Governance in an AI-Enabled Environment
The following considerations can help foundations strengthen their defenses and reduce exposure to fraud and operational risk.
Beyond the Valuation: Building a Defensible Framework for Private Credit Managers
Valuation governance, documentation and oversight are receiving increased attention across the private credit market.
Swipe Smart: Credit Card Control Best Practices for Independent Schools
Gaps in documentation, policy enforcement and oversight can reduce transparency and increase financial and reputational risk.
PKF O’Connor Davies and FoundationMark Host Private Foundations Event on Growth, Investment Trends and Operational Performance
PKF O’Connor Davies, one of the nation’s leading accounting, tax and advisory practices, recently hosted a private foundations event in collaboration with FoundationMark titled “The Data Behind the Dollars: Measuring What Matters to Foundations.”
Federal Funding Awarded – Keep It Compliant
Receiving a federal award can unlock new programs & services, but it also brings complex compliance, reporting & audit requirements.
Plan Sponsors: What You Should Know About AI and Retirement Plans
As a plan sponsor, it’s important to be aware of how and where AI is used, its associated risks & how to effectively oversee it.
Will New IRC Section 68 Create Unexpected Tax Costs for Trusts and Estates?
Recent guidance from the JCT suggests that the new limitation under IRC Section 68 may apply to trusts and estates.
Hidden Tax Traps in the Current Private Credit Environment
Original issue discount, debt modification rules and cancellation of debt income are becoming increasingly important considerations.
Colleges and Universities: Strategically Evaluating Athletic Programs
A thoughtful reassessment of athletics can serve as a lever to attract & retain students while managing institutional resources.
Swipe Smart: Credit Card Control Risks in Independent Schools
Without proper oversight, credit cards can introduce significant financial and reputational risk.
State Tax Observations | New York State, New York City and Connecticut Budget Changes
New York state and Connecticut have enacted budget legislation with several tax changes affecting businesses and individuals.
Form 990 Reimagined: What the IRS Transparency Push Means for Nonprofits
Form 990 has become one of the most visible public documents available to stakeholders evaluating nonprofit organizations.