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 MOREReserve Planning: 7 Best Practices for Co-Op, Condo and HOA Boards
Every board should treat reserves for its co-op, condo or HOA the same: as a core part of its annual financial planning.
Treasury’s 2026-2027 Guidance Watchlist for Private Foundations
The U.S. Department of the Treasury and Internal Revenue Service released their 2026-2027 Priority Guidance Plan (the “plan”) on September 29, 2026.
Zebulun 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.
Webinar Replay: The HVAC M&A Market: A Buyer’s View on Value, Growth and Successful Outcomes
Watch this webinar for a focused discussion on today’s HVAC M&A market. Hear what buyers are looking for, what drives valuation and which factors can strengthen — or derail — a potential transaction.
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.