Regulations Recently Issued on Roth Catch-up and Form 8955-SSA
In this Alert, we will update our readers on two pension-related matters.
SEC Proposes to Increase Frequency of Broker-Dealer Reserve Requirements Computations
In response to concerns regarding the protection of customer assets, the SEC has proposed to amend the Customer Protection Rule to increase the frequency of customer and PAB reserve computations
PKF Clear Thinking Welcomes Marjorie Kaufman as Partner
PKF Clear Thinking, the award-winning business advisory firm and subsidiary of PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced the hiring of Marjorie (Margie) Kaufman as Partner.
Planning for an Artist or Collector-Endowed Foundation
For artists and collectors alike, grappling with their posthumous legacies and estate plans can be complicated and, quite frankly, overwhelming.
Value Creation and the CFO | Part 2: Value Creation Strategies
This article focuses on several ways to optimize value, including customer pricing to reflect rising market costs, negotiating existing supplier costs and targeting suitable acquisitions.
PKF O’Connor Davies Named a ‘Best Place to Work’ by NJBIZ
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, is proud to announce that it has once again been named one of the ‘Best Places to Work’ in New Jersey by NJBIZ.
Cyber Roundup – August 2023
As summer is coming to an end, there’s no let-up to cyber-criminal activity.
Chemicals Sector Quarterly Update: Key Themes and M&A Trends
With the exception of a few bright spots, volume declines continued throughout the second quarter of 2023 across chemical end-markets.
So, you’re considering a HUD 223(f) Loan/Refinance?
There are a number of terms, qualifications and guidelines to keep in mind when considering if the 223(f) program is right for your organization.
Is Your NFP Prepared for Its Financial Statement Audit?
As summer winds down, many organizations with a June 30 fiscal year-end begin to prepare for their annual financial statement audit.
Webinar Replay: Demystifying Artificial Intelligence: A Conversation with AI Insiders and Social Change Makers
Watch this webinar for a comprehensive conversation on Artificial Intelligence, its value, challenges and impact on the social fabric. Our […]
Sustainability and ESG Perspectives
To help our clients stay informed, we are pleased to introduce this informative newsletter, presenting detailed analyses of the latest developments in the sustainability advisory and attest sector.