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 MOREZebulun Egbert Joins PKF O’Connor Davies as Managing Director in Business Development
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that Zebulun Egbert has joined the organization as Managing Director within its Business Development team.
While a private foundation’s finance department is responsible for managing its day-to-day financial activities, the board also plays a key role in providing financial oversight and staying informed about the foundation’s financial position.
While a private foundation’s finance department is responsible for managing its day-to-day financial activities, the board also plays a key role in providing financial oversight and staying informed about the foundation’s financial position.
Automatic Enrollment and Escalation: Effective Oversight for Plan Sponsors
Effective oversight of automatic enrollment & escalation requires ongoing coordination among plan sponsor & its service providers.
PKF O’Connor Davies Releases 22nd Annual Architectural and Engineering Studies at Inaugural Mid-Atlantic A&E Summit
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices announced the release of its 22nd annual Architectural and Engineering Studies at the organization’s inaugural Mid-Atlantic A&E Summit, held at the Pyramid Club in Philadelphia.
Private Club Perspectives: Five Practical Tips to Avoid Hidden Tax Compliance Risks
Tax-exempt clubs must separately track member versus non-member income to derive the required UBTI calculation.
The Role of Finance and Department Managers in the Budget Process
Adoption of the annual budget may be the target in budget development, it is only the beginning for finance and department managers.
Outsourced CAO Support for Defensible Accounting, Audit Readiness and Strategic Transactions
Because it’s rare to find this diversity of expertise in one person, many mid-market businesses don’t have a dedicated CAO role.
Beyond the Year-End Close: What Fund Managers Should Look for in an Audit Firm
For CFOs, controllers and COOs at private fund managers, audit readiness is not simply a year-end exercise.
Private Placement Life Insurance and Intentionally Defective Grantor Trusts
One of the largest determinants of long-term wealth creation often receives comparatively little attention: income taxes.
Tariff Refund Claims: Accounting and Financial Reporting Considerations
While the refund opportunity may be substantial, the accounting and financial reporting implications are complex and largely unprecedented.
Quality of Earnings Goes Mainstream
The SBA’s new SOP 50 10 8.1 introduces a QoE requirement for SBA transactions involving a business purchase price of $3 million or more.
Mark Goldschmitt 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 Mark Goldschmitt, CPA, has joined the organization as Partner in its Commercial Tax practice.