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 MOREPKF 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.
What Do the Most Fiscally Responsible Not-for-Profit Organizations Have in Common?
Fiscally responsible not-for-profit organizations share common financial practices that support stability and performance.
Impact of Recent NAIC Updates on Statutory Accounting and Reporting
The regulatory & statutory accounting environment changes as the NAIC updates accounting guidance & reporting instructions.
New York Wage Parity Compliance: Oct. 1, 2026, AUP Deadline and Multiyear Requirements
The New York State Department of Health recently issued sweeping changes to wage parity compliance.
FASB’s Internal-Use Software Guidance: What Companies Need to Know
New internal-use software guidance provides an opportunity to simplify how software development costs are evaluated and capitalized.
IRS Launches New Access: Business Tax Accounts Open to Tax-Exempt Organizations
The IRS Business Tax Account is now available to tax-exempt organizations for managing tax information and payments online.
Webinar Replay: AI in Foundations: Govern First, Accelerate Second
AI is here—govern it right. Learn data, controls, and guardrails in our webinar replay.
The Role of Elected Officials in the Budget Process
Effective oversight requires asking the right questions, understanding key indicators and recognizing potential risks.
The New COO Mandate in Financial Services
The COO role in financial services is now central to enterprise performance, technology and operational resilience.