Following a steep decline in Q2 2020, mergers and acquisitions increased by 84% making Q4 2020 one of the strongest […]
This webinar in our Financial Intelligence series explored the importance of financial planning in making investment decisions and strategies to […]
As we finalize this issue of Cyber Roundup, the ransomware attack on Colonial Pipeline is fresh in the minds of the American public. It’s especially distressing as it upsets the availability of gasoline along the east coast just as we are coming out of pandemic mode and ready to jump in our cars for spring travel.
Earlier this year, proposed regulations were passed as part of the NY Executive Law, potentially requiring charities to file up to three additional reports with the NYS Department of State. Effective January 1, 2021, charitable organizations that are required to file an annual financial report, the CHAR 500, with the NYS Attorney General’s Charities Bureau under Article 7-A will also be required to file an additional annual financial report online.
PKF O’Connor Davies Family Office Awarded ‘Best Accountancy Advisor’ and ‘Best Family Office Management Consultancy’ at Family Wealth Report Awards 2021
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax, and advisory firms, announced today that PKF O’Connor Davies Family Office (PKFOD FO) was named “Best Accountancy Advisor” and “Best Family Office Management Consultancy” at the Family Wealth Report Awards 2021.
The purpose of this article is to provide information as to the designated term “plan documents” as it used in many legal and statutory situations and as frequently requested by auditors performing a financial statement review, regulatory examination, during an RFP process, due diligence, etc.
For the first time, the Department of Labor (DOL), through its Employee Benefits Security Administration (EBSA), is offering guidance to plan sponsors, fiduciaries, record keepers and other service providers, as well as plan participants, on maintaining cybersecurity.
The Internal Revenue Service (IRS) announced that employers who sponsor defined contribution retirement plans through the adoption of an IRS pre-approved plan document will have until July 31, 2022 to adopt a new pre-approved plan document.
This guide covers an array of topics relative to conducting commercial enterprises, including forms of business organization, federal and local taxation and incentive matters, as well as reporting requirements for resident and non-resident aliens and so much more.
Government Accounting Standards Board (GASB) Statement No. 84, issued in January 2017, turned out to be a sleeper standard.