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 MORENew York May Join Federal Scholarship Tax Credit Program
With the possibility of New York opting into the Act, schools may want to assess their options.
The Real Estate Wealth Transfer Is Here: What Families Should Be Doing Now
Before making any decisions about transferring property, it’s worth stepping back and asking a few key questions.
Global Perspectives on Cross-Border Reporting and Enforcement
Featuring perspectives on cross-border reporting, enforcement and global regulatory developments.
Preparing for Practice Ownership: Seven Signs You’re Ready
Seven characteristics to help you gauge your readiness now or work toward accomplishing in the future.
IEEPA Tariffs: What U.S. Importers Need to Know Now
Engaging tax and accounting advisors can help address the broader financial reporting, tax and operational implications of tariff refunds.
IRS 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.
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.

