Articles

A common issue seen on private foundation tax filings is the incorrect listing and lack of required disclosure for grants to these types of recipients.

By Christopher Migliaccio, JD, Partner and the PKF O’Connor Davies Employee Retention Credit Team The IRS announced on Thursday, October 19th, […]

The cannabis industry requires complex accounting needs due to the regulatory environment.

With deep and comprehensive experience in the private business sector, PKF O’Connor Davies has been in business since 1891. We […]

Even if you’ve sold a company before, it’s rare that a business owner can maximize value and achieve superior deal terms on their own.

Whether a business is ready for a third-party sale or sale to an Employee Stock Ownership Plan (ESOP), planning and preparation is necessary.

Don’t let those close to you delay your decision to retire or begin the next chapter – pass on the baton.

The final rules are effective this coming January 2024 and will require certain entities to provide information about their beneficial owners by filing a Beneficial Ownership Information (BOI) Report.

For private foundations with calendar year-ends, this is a great time to consider – and get ahead of – year-end tax planning.

The AICPA Journal of Accountancy published an article summarizing a recent Tax Court decision written by members of the PKF O’Connor Davies estate tax team. 

Effective immediately, the IRS indicated major changes to its processing of the Employee Retention Credit (ERC).

In this Alert, we will update our readers on two pension-related matters.