7 Reasons for Using an Investment Banking Team to Sell Your Company
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.
Is Your Company Sale or ESOP Ready?
Whether a business is ready for a third-party sale or sale to an Employee Stock Ownership Plan (ESOP), planning and preparation is necessary.
Orderly Succession
Don’t let those close to you delay your decision to retire or begin the next chapter – pass on the baton.
FinCEN Publishes Small Entity Compliance Guide and Proposes Time Filing Extensions
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.
PKF O’Connor Davies Named one of Crain’s ‘100 Best Places to Work in New York City’
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, is proud to announce that it has been named one of the “Best Places to Work in New York City” by Crain’s New York Business.
Webinar Replay: Navigating the Landscape of Art-Endowed Foundations
Watch this webinar for an insightful discussion where experts in the philanthropic community shared their thoughts and ideas on a […]
Jump Start Your Foundation’s Year-End Tax Planning
For private foundations with calendar year-ends, this is a great time to consider – and get ahead of – year-end tax planning.
Webinar Replay: What the PCAOB’s Annual Broker-Dealer Inspection Report Means for You
The news is out. The PCAOB’s Annual Report on the Interim Inspection Program Related to Audits of Brokers and Dealers […]
IRS is Time-Barred from Assessing Gift Tax
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.
IRS Pauses Processing New ERC Claims, Plans Program for Businesses to Address Improper Claims
Effective immediately, the IRS indicated major changes to its processing of the Employee Retention Credit (ERC).
Cryptocurrency: An Overview of Global, Regional and National Regulations
Cryptocurrencies are used by over 400 million people around the globe, but most countries don’t have regulations for cryptocurrencies.
Webinar Replay: Leveraging Charity Navigator’s Rating System to Promote Donor Trust and Contributions
Each year, more than 11 million donors identify the organizations they wish to support by using Charity Navigator, according to […]