Insights

Whether your institution’s portfolio is $10 million, $100 million, $250 million or more, safeguarding and strategically growing it is vital to the current success and future growth of your operations.

While it’s no surprise that numerous challenges are affecting this year’s tax filing season for individual and trust returns, we’re experiencing a significant delay in receiving tax documentation from our clients.

The message from stakeholders is growing louder with each passing year. People expect and demand that the companies they work for, buy from, invest in and engage with focus on their impact and work to make the world a better place.

Cyber criminals certainly rise to the occasion as you will see in this issue of Cyber Roundup. Let the Cybersecurity team at PKF O’Connor Davies help you fight back on cyber criminality, keep your data safe and secure it from inside and outside bad actors. Read more.

In this Thought Leadership article, we have summarized some employee benefit changes and reminders that our busy clients should be aware of for this quarter.

If a dental practice’s overhead, before paying owners and associates, is greater than 65%, the practice’s overhead may be out of control.

In addition to the PPP, another important, and perhaps lesser known, source of government funding for non-profits still remains available: the Employee Retention Credit (ERC)