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 MOREFour Crucial Mistakes Dental Practices Make … and Strategies to Prevent Them
Crucial mistakes that we see over & again from even the highly skilled dental professionals that negatively impact the bottom line.
IRS R&D Credit Audits: Tax Court Reinforces Documentation Requirements
Qualification under Internal Revenue Code Section 41 turns as much on documentation as on technical effort.
The Luxury Market – What Happened?
After a long run of outsized growth, the high-end space has experienced a slowdown driven by many factors.
USDOL Proposes New Rule on Independent Contractor Classification: Potential Shift in Federal Standard
The U.S. Department of Labor (USDOL) issued a proposed rule that could significantly reshape how workers are classified as employees or independent contractors under federal wage and hour laws.
CMMC Compliance: A Competitive Imperative for Defense Manufacturers
CMMC compliance now determines which manufacturers can compete for U.S. Department of Defense (DoD) contracts.
Employee Benefit Plans Alert | February 2026 Edition
This edition of Employee Benefit Plans Alert focuses on IRS and DOL enforcement trends and 2025 Form 5500 updates.
PKF Investment Banking Announces the Promotion of Alberto Sinesi to Partner
PKF Investment Banking, an affiliate and subsidiary of PKF O’Connor Davies Advisory LLC, announced the promotion of Alberto Sinesi to Partner, recognizing his significant contributions to the Firm’s growth in the middle market.
Private Foundation Compliance Risks and Penalties to Keep in Sight
Private foundations that take a proactive approach and partner with experienced advisors are better positioned to manage risk.
Housing for the 21st Century Act: What It Means for Affordable Housing and LIHTC Development
The Housing for the 21st Century Act reflects bipartisan agreement that affordable housing is a national priority.
PKF O’Connor Davies Appoints Leaders to Drive Growth Across Nine Key Sectors
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced the appointment of 12 partners to lead the Firm’s nine industry groups.
The New Risks of Foreign Funding for Higher Education
If you oversee foreign-funding activities or endowments for a higher-education institution, regulatory scrutiny has increased.
PKF Investment Banking Closes Sale of Technical Air Systems, Inc. to AIR Control Concepts
PKF Investment Banking, the investment banking affiliate and subsidiary of PKF O’Connor Davies Advisory LLC, announced today that it represented Technical Air Systems, Inc. (“Technical Air” or the “Company”) in the sale of its business to AIR Control Concepts (“AIR”), a portfolio company of Blackstone.

