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 MOREPKF Investment Banking Welcomes Alberto Sinesi
PKF Investment Banking (PKFIB), the investment banking affiliate of PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced the hiring of Alberto Sinesi as Director.
Recent Banking Uncertainty Underscores Need for a Treasury Management Gap Analysis
Recent Silicon Valley Bank and Signature Bank events leading to uncertainty in the middle-market banking space is creating the need for a renewed focus on treasury management and related risk management.
IRS Proposed Rule: Forfeitures in Retirement Plans
The IRS released a proposed rule on the use and timing of forfeitures in retirement plans.
Protecting Your Business from Cyber Fraud During a Financial Crisis
There are a significant number of questions that still have to be answered; however, there is one certainty – cybercriminals are opportunists and will leverage the recent banking collapse to their advantage.
Banking Crisis Ripe for Cyber Criminals – Don’t Fall Victim
On Friday, March 10, 2023, Silicon Valley Bank became the second largest bank failure in U.S. history. The bank collapsed in just over two days’ time, following a massive surge in requests for withdrawals from their depositors.
Value Creation and The CFO
In this first article of a four-part series, Roman theorizes that a finance function, lead by a CFO, can be the key to creating and protecting business value.
PKF O’Connor Davies’ Valerie Imondi Receives 2023 Hudson Valley Top Forty Under 40 Mover and Shaker Award
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, is proud to announce that Valerie Imondi, Business Solutions Senior Manager, has been honored with a Hudson Valley Top Forty Under 40 Mover and Shaker Award by the Dutchess County Regional Chamber of Commerce.
How Does the SECURE 2.0 Act Affect Your Retirement Plan?
the SECURE 2.0 Act of 2022 (SECURE 2.0) which includes provisions that will directly impact 403(b) plans. Sponsors of such plans should be aware of the changes that will take place.
Webinar Replay: How to Build Your Diversity, Equity, Access & Inclusion Program
Watch this webinar for an in-depth discussion to gain insights and best practices for developing and evaluating your diversity, equity, […]
New York State’s Extraclassroom Activity Funds: What You Need to Know
Following is a summary of findings reported by the Office of the New York State Comptroller when auditing extraclassroom activity funds
Biden Administration Announces National Cybersecurity Strategy
The Biden-Harris Administration recently revealed their vision for enhancing and overhauling the cybersecurity posture and fundamental mindset of the United States.
Provider Relief Fund Reporting Reminders
…information, please contact your client service partner or any of the following: Keith Solomon, CPA, CGMA Partner, Health Care – Co-Leader 914.341.7078 | ksolomon@pkfod.com Christopher J. McCarthy, CPA, CGMA Partner. Health Care – Co-Leader 914.341.7018 | cmccarthy@pkfod.com Krista Karabel, CPA Senior Manager 914.421.5679 | kkarabel@pkfod.com…