Smart Savings, Bright Futures: A Family’s Guide to 529 Plans
529 Plans were created over 25 years ago and their purpose and benefits have stood the test of time, continuing to help families ease the burden of paying for rising educational costs.
Estate Planning and Gifting Strategies
It is important to remember that there is no one-size-fits-all model in estate planning. Learn more about key strategies to consider.
Successful Transitions | Tools and Insights for Business Succession
Read on for the top takeaways from our succession planning academy and key questions to consider when preparing to transition your business.
Transitioning Your Business: Critical Questions for a Winning Formula
We’ve found that asking the right questions can help kickstart succession planning for private business owners.
Top 6 Takeaways from Our Succession Planning Academy
PKF O’Connor Davies hosted the first Private Business Owners Succession Planning Academy with a comprehensive curriculum.
Webinar Replay: Navigating New Jersey Inheritance Tax – Essential Strategies for Success
Plan Smarter, Preserve More New Jersey no longer imposes an estate tax, but its inheritance tax continues to impact certain beneficiaries […]
Recent Developments Concerning the Federal Government’s Effort to Pause Grant, Loan and Other Financial Assistance Programs
Late on Monday, February 3, U.S. District Judge Loren L. AliKhan issued a temporary restraining order.
OCR Proposes Sweeping Changes to the HIPAA Security Rule
Changes have been proposed in response to the evolving nature of cybersecurity threats and the ever-increasing reliance on digital technology in health care.
7 Essential Policies for Your Private Club in 2025
Evaluating your policies annually is not only good corporate hygiene but critical for sound decision-making and effective management.
PKF Clear Thinking Integrates with PKF O’Connor Davies
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, announced that its subsidiary, PKF Clear Thinking, will transition under the PKF O’Connor Davies name, effective January 29, 2025.
Using AI to Transform Your Supply Chain: 4 Critical Tips for Manufacturers
AI integration has helped companies reduce costs, improve product quality and enhance efficiency, compliance and risk management.
Path to Recovery: Tax Relief for Those Impacted by Natural Disasters
Being aware of the U.S. tax laws designed to help victims get back on their feet can offer some relief.