Articles

By Benjamin Beskovic, CPA, CGMA, Partner and Eric Gelb, CPA, Senior Managing Director One of the best ways to increase and preserve your family’s wealth is smart tax planning. Taxes often tend to be one of the most important negotiating points. With U.S. tax rates…

As you may be aware, PKF O’Connor Davies specialists from various disciplines, including our IT consultancy practice, serve as the vCISO (a.k.a. virtual Chief Information Security Officer) for many outside businesses.

Climate risk is the latest existential threat in the portfolio of 2021 worries. While most Americans have endured a brutally hot, humid and inclement summer, it can be hard to see the connection between climate risk and the economy beyond higher prices for commodities, including fruits and vegetables, and related supply chain issues.

By Louis F. LiBrandi, Principal and Timothy J. Desmond, Partner In the May 2021 Employee Benefit Plans Alert headlined Cybersecurity Guidance for Retirement Plans, the specialists in our Employee Benefit Plans Group discussed the recently-released guidance from the Department of Labor (DOL) Employee Benefits Security…

Recipients of PPP loans have 10 months from the end of their 24-week covered period to apply for loan forgiveness before payments start coming due. For most loan recipients, that “due date” is right around the corner

By Christopher Migliaccio, JD, Senior Manager, Employee Retention Credit Leader Ever since the employee retention credit (ERC) became available to a far wider range of businesses in December, both employers and practitioners have found themselves frustrated by the uncertainty that came with a new piece…

By Alan S. Kufeld, CPA, Partner and Sandy Weinberg, JD, Principal For certain states, the pandemic has plagued tax revenue severely. To combat the shortfall, states such as New York and California have started, among other strategies, increasing their number of sales and use tax…

The upcoming Fall and Winter of 2021-2022 will present a new phase in our nation’s recovery from the pandemic.

Successful family offices thrive because they continually seek knowledge and leverage the insight it produces.

Impact and ESG investing has become a primary focus of many families, institutional investors and our regulators.

Single Family Offices (SFOs) are unique organizations and the saying that “no two family offices are alike” rings true for those who work in this industry.

Philanthropy is not just a “good” thing to engage in, it also provides a platform for establishing common ground and a means for perpetuating values.