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 MOREUnderwriting: An Auditor’s Perspective on Affordable Housing Finance
While creative approaches are important, success often hinges on understanding the fine print tied to each funding source.
Staying Ahead: The Growing Need for Organizational Reviews
Organizational reviews help assess alignment between strategy, structure and technology in today’s changing environment.
How Private Clubs and Their Employees Will Be Impacted by the One Big Beautiful Bill Act
It’s provisions on the taxability of tips and overtime wages will have the greatest impact on private clubs and their employees.
PKF O’Connor Davies Welcomes Kevin McGinn as Partner
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that Kevin McGinn will join the organization as a Partner in its Tax Practice.
Estate Planning Strategies in a Higher-Interest Rate Environment
With new legislation and interest rates trending above historical lows, it’s essential to reassess estate planning structures originally designed for a low-rate climate.
Key Provisions of “The One, Big, Beautiful Bill Act”
OBBBA has a wide range of tax provisions – some simply extending current law that was set to expire, others enacting significant changes compared to the prior tax code. A comparison between the law prior to OBBBA enactment vs. new law is shown below for key provisions.
It’s Never Too Early (or Late) to Think About Tax-Planning Retirement Strategies
Backdoor Roth IRAs and retirement planning strategies for Expats to reduce U.S. tax exposure
Know the Tax Implications of Member Donations to Your Private Club
Your club should implement clear policies for accepting such gifts — especially appreciated securities.
Authentication Relay Basics
What if I told you that, in many cases, the length and complexity of your password is completely irrelevant? That the constant trainings, the ever-increasing minimum length requirement and those little “password strength” meters that tell you just how Strong! your password really is, are entirely useless?
Not-For-Profits May Feel the Effects of The One Big, Beautiful Bill Act
Below is a summary of key provisions specifically relevant to the NFP sector. As not-for-profits navigate this evolving landscape, it’s important to assess both immediate compliance requirements and potential opportunities to strengthen mission-aligned financial planning.
The Benefits for Broker-Dealers to Understand Complementary User-Entity Controls (CUECs) in SOC Reports
A Service Organization Control (SOC) report evaluates a provider’s internal controls—but tells only half the story.
Private Foundations Emerge Largely Unscathed from Final Tax Law
Of the roughly five original provisions that would have directly impacted private foundations, only one survived.in the final law. That remaining provision expands the excise tax on excess compensation to apply to all employees within tax-exempt organizations who earn above the $1 million threshold.