Insights
Digital Transformation: From Wall Street to Main Street
Digital transformation across business functions, including in client servicing delivery from Wall Street to Main Street is not an option. It is survival.
Webinar Replay: Grantmaking in a Volatile Market
Watch this webinar for a comprehensive discussion where experts in the philanthropic community shared their thoughts about the current market […]
Surprised by a Form 1099-K? Here’s What You Should Know
Many U.S. taxpayers may have recently received a Form 1099-K. This article will provide guidance on the potential tax consequences for online marketplace sellers. Learn more.
The End of the National Emergency Declaration
On January 30, 2023, the Biden Administration announced its intent to end the National Emergency Declaration on May 11, 2023. Learn more.
With Your Own Eyes: Grantee Site Visits
A private foundation will conduct site visits to help make key funding decisions during the grant inquiry/proposal stage.
CFPB’s Advisory Opinion on Application of RESPA Section 8
If you and/or your business provides service(s) on the settlement of an approved residential home purchase, you are going to want to ensure that you are in conformity with the Real Estate Settlement Procedures Act (RESPA).
PKF O’Connor Davies Advisory Appoints New Board Members
PKF O’Connor Davies Advisory LLC, the independently owned tax and business advisory practice operating under the PKF O’Connor Davies brand name, today announced the appointment of three new Board Members.
Cyber Roundup – March 2023
Businesses continue to be held accountable for their failures to protect against electronic intrusive breaches to their data.
Mitigating Solvency Risk with Enhanced Treasury Management Oversight and Due Diligence
Venture capital and private equity firms, along with other organizations, are putting added emphasis on reviewing their own treasury management policies and procedures in order to safeguard their capital.
FINRA Provides Guidance for Broker-Dealers in Wake of Recent Bank Failures
By Harley Aronoff, Partner; Rachel DiDio, Partner; Vic Peña, Partner and Anthony Sebastiani, Supervisor The recent failures of Silicon Valley Bank […]
PKF Investment Banking Welcomes Alberto Sinesi
PKF Investment Banking (PKFIB), the investment banking affiliate of PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced the hiring of Alberto Sinesi as Director.
Recent Banking Uncertainty Underscores Need for a Treasury Management Gap Analysis
Recent Silicon Valley Bank and Signature Bank events leading to uncertainty in the middle-market banking space is creating the need for a renewed focus on treasury management and related risk management.