Insights
PKF O’Connor Davies Launches Latin America Desk
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory firms, today announced that it has launched a Latin America Desk.
Webinar Replay: Estate Planning to Take Advantage of Currently High Exemptions
Watch this webinar for an overview of current popular techniques for taking advantage of the high gift/generation-skipping tax (GST) exemptions. […]
IRS Announces New Employee Plan Pre-Examination Compliance Pilot Program
Earlier this month, the IRS announced a new pilot program for pre-examination retirement plan compliance. The program is effective immediately.
M&A Deal Activity Slowed After a Record-Breaking 2021
North American merger and acquisition (M&A) deal volumes slowed down in first quarter 2022 after a record-setting 2021. Year-over-year deal volume decreased 11.5% over first quarter 2021. Deal activity, nevertheless, was still in line with that of the last five years.
The IRS Taxpayer Advocate Service
You often hear a relative or friend describe dealing with the Internal Revenue Service (IRS) as “distressful.” In case you didn’t know, the answer may be to complete Form 911, Request for Taxpayer Advocate Assistance.
Fraud Risk Considerations for Foundations
Fraud can come in many different shapes and forms, and it is vital for foundations to address the fraud risks that are specific to their operations.
How to Protect a Business as Sales Tax Audits Surge
With states anticipating a significant reduction in sales tax revenue, Sales and Use Tax Audits are on the rise.
Reducing the Risk of Higher Education Partnerships, Mergers and Acquisitions
The past decade has been difficult for higher education institutions – from enrollment decline to pandemic-related challenges – a number […]
PKF O’Connor Davies Kathleen O’Toole Named to Crain’s New York Business’s 2022 Notable in Advertising, Marketing and PR List
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory firms, is proud to announce that Chief Marketing Officer Kathleen O’Toole has been honored on Crain’s New York Business’s 2022 Notable in Advertising, Marketing and PR list.
Advocates Worry Donor Fund Proposal Could Chill Legit Use
In a recent article Advocates Worry Donor Fund Proposal Could Chill Legit Use, published in Law360, Tom Blaney, Director of […]
PKF O’Connor Davies Family Office Recognized by Private Asset Management Awards 2022 and Family Wealth Report Awards 2022
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory firms, today announced that PKF O’Connor Davies Family Office (PKFOD FO) has received three industry awards recognizing its growth and innovation.
Webinar Replay: 2022 SEC Examination Priorities – A Practical Approach
The U.S. Securities and Exchange Commission’s (SEC) Division of Examinations (DOE) recently published its 2022 Examination Priorities. Watch this webinar […]