Insights
Tax Court Invalidates Conservation Easement Regulation
In a recent decision regarding conservation easements, the Tax Court determined that an IRS Treasury Regulation was invalid.
The Benefits and Challenges of Program-Related Investments
The popularity of PRIs is on the rise within the foundation community. Learn more.
Successful Transitions | Taking Charge of Your Business
In this issue of Successful Transitions, we share 10 powerful tips to guide you through succession planning for your business.
PKF O’Connor Davies’ Tara G. Seymour Named ‘2024 NJBIZ Leaders in Finance’ Honoree
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, is proud to announce that Tara G. Seymour, an accounting and tax Partner in the organization’s Woodcliff Lake office, has been named a “2024 NJBIZ Leaders in Finance” Honoree.
A Primer for Fund Managers: Incorporating Third-Party Pricing Vendors and Valuation Firms into a Robust Valuation Process
With private credit markets booming and regulators taking note, fund managers should be ready for additional scrutiny.
Better Manage Your ESOP Repurchase Liability: Consider a Defined Benefit Pension Plan
Proper financial planning is critical to manage your repurchase liability, particularly when preparing for succession planning.
Planning for the Succession of Your Business: Step by Step
Owners of privately held businesses who think about succession are very often confused or intimidated about how to start.
Business Succession Planning with Support from Accountants and Business Attorneys
Now is a critical time for family-owned businesses to consider succession planning.
PKF O’Connor Davies Welcomes Anson Loi as Partner
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that it has hired Anson Loi as Partner.
PKF O’Connor Davies’ Jeffrey Gittler Named ‘Top Accountant’ by 2024 Green Market Report Cannabis Finance Awards
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, is proud to announce that Jeffrey Gittler, Partner and Co-Leader of the organization’s Cannabis Practice, has been named “Top Accountant” by the 2024 Green Market Report Cannabis Finance Awards.
Recent SEC Rule Adoptions Expand Registration Requirements
The Securities and Exchange Commission (SEC) adopted two new rules, Rules 3a5-4 and 3a44-2 (collectively “The New SEC Rules”).
PKF O’Connor Davies’ Anan A. Samara Receives ‘2024 Diversity in Business’ Award
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, is proud to announce that Anan A. Samara, a Partner specializing in audits of private foundations, has received a “2024 Diversity in Business” Award from Long Island Business News.