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 MOREMassachusetts and Rhode Island Budget Updates
Massachusetts and Rhode Island have enacted budget legislation that significantly affects state conformity with OBBBA.
Thomas Lemon Joins PKF O’Connor Davies as Partner in Commercial Tax Practice
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that Thomas R. Lemon, CPA, has joined the organization as partner in its Commercial Tax practice.
Top Concerns for Today’s NFP Organizations
Many not-for-profit organizations today face increasing hurdles to attain successful and sustained operational growth.
Getting It Right in Year One: Navigating GASB 103 Requirements
This article breaks down the key provisions of GASB 103 and offers practical guidance to help you stay on track as implementation begins.
NYS CHAR500 Compliance Alert: Why GAAP-Compliant Financial Statements Matter
Deviations from GAAP on the financial statements, such as a qualified audit opinion, will not be acceptable to NYS.
New Middletown Office Location
Effective June 29, 2026, PKF O’Connor Davies’ Middletown office will relocate to: 85 Crystal Run Road, Suite 310 Middletown, NY 10941
Accounting Judgments: A Critical Business Capability
The function of CAO is incredibly complex because of the scope of knowledge, experience & strategic insight required to perform it.
The Cost of Focusing on Cost of Goods Sold
A healthy food and beverage operation should be measured not only by what it costs, but also by the value it creates for members.
The 360° View of Global Mobility
Successful global mobility requires relationship-centered strategic support, not merely HR transactional functionality.
Private 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.