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 MOREThe New Bipartisan Tax Deal – What You Need to Know
On Tuesday, January 16, 2024, a bipartisan group of Congressional legislators announced agreement on the Tax Relief for American Families and Workers Act of 2024.
PKF O’Connor Davies Announces 2024 Partner Promotions
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced the promotion of 19 employees to leadership positions within the organization.
Vendor Tax Compliance: What You Need to Know
We recently received an increasing number of inquiries regarding tax compliance with respect to payments to vendors.
Optimization of ESOP Value and Rewards Programs
A large number of sponsors of employee stock ownership plans (ESOPs) are faced with complex issues relating to their rewards programs.
Family and Corporate Governance: The Cornerstone of Successful Private Business Owner Succession
Family and business governance are designed to support the family and help the business achieve clarity, neutrality and sustainability.
Employee Benefit Plans Alert – January 2024
Read insights from PKF O’Connor Davies on Employee Benefit Plan alerts for January 2024.
PKF O’Connor Davies Welcomes Robert Philipson & Company
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced the addition of Robert Philipson & Company, effective January 1, 2024.
Global Mobility: Taxation of 401(k) Payments in Non-U.S. Jurisdictions — Germany
The U.S.-German tax treaty allocates the right to tax 401(k) payments that German tax residents receive solely to Germany.
The Secret Ingredient for A Successful Dental Team
In the current employment market, dental practices are struggling to find qualified team members.
IRS Announces New ERC Voluntary Disclosure Program
The IRS announced a voluntary disclosure program for taxpayers who believe they have received the Employee Retention Credit erroneously.
2023 Private Foundations Year-End Wrap Up
As the year comes to a close, we are reminded of the complex issues and opportunities available to private foundations.
PKF O’Connor Davies Publishes 2023 Edition of Dental Practices by the Numbers
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced the release of its 2023 Edition of Dental Practices by the Numbers at the 99th Annual Greater New York Dental Meeting.