Current Market Turmoil May Have Dipped Your Endowment Underwater
Recent studies show an increase in gifting to college and university endowments over the past several years.
BE-10 Survey Due May 30: Key Filing Details for U.S. Investments Abroad
The most current survey is due May 30, 2025, for anyone who meets the reporting requirements for 2024.
Key Tax Highlights from New York’s FY2026 Budget
On May 9, 2025, Governor Kathy Hochul signed New York State’s Budget Bill (Budget) for the 2026 fiscal year, read more for the key tax provisions.
Four PKF O’Connor Davies Partners Named to Forbes’ “Best-in-State CPAs” List
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that four of its partners have been named to the inaugural Forbes “Best-in-State CPAs” list.
House Introduces Sweeping Tax Legislation – Highlights from “The One, Big, Beautiful Bill”
On May 14, 2025, the House Ways and Means Committee advanced its tax bill, “The One, Big, Beautiful Bill.” While final passage is still far off, key tax provisions offer insight into what the final legislation could include.
Employee Benefit Plans Alert: Spring 2025 Edition
This edition of the Employee Benefit Plans Alert focuses on the following topics: ERISA Welfare Plans, Section 125 Cafeteria Plans, Section 457(b) Eligible Deferred Compensation Plans for Nongovernmental Entities.
House Bill Proposes Increase in Excise Tax for Certain Foundations, Among Other Provisions
If passed in its entirety or in part, the tax bill could have sweeping effects on the philanthropic sector.
Key Tax Considerations When Selling a Business
Selling a business is a milestone — and how the deal is structured can significantly affect your tax outcome.
NYC Mayor Adams Announces Major Increase in Not-for-Profit Funding
New York City-funded not-for-profit organizations, particularly health and welfare providers, received welcomed news on April 29.
Patrick Moran Joins PKF O’Connor Davies as Partner
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that Patrick Moran has joined the organization as a Partner in its Risk Advisory Solutions practice.
PKF O’Connor Davies Ranked #9 on Vault’s 2026 Accounting 25
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, is proud to announce that it has been ranked #9 on Vault’s 2026 Accounting 25 list.
Key Considerations for Grantmaking to 501(c)(4) Organizations
With proper due diligence and alignment with your foundation’s values, these grants can be both permissible and impactful.