As the year comes to a close for some private foundations, there are a number of tax planning tools and year-end measures that we have compiled to help mitigate any excise tax on net investment income and prevent some common pitfalls that could result in other types of excise taxes.
Many ESOP corporations are presented with the challenge of maintaining an ESOP over the long-term.
Recently, we received a number of inquiries from our not-for-profit clients regarding rules requiring consolidation of certain affiliated entities, particularly those surrounding affordable housing.
Barbara Bel and Gemma Leddy were recognized by Crain’s New York Business Magazine’s 2018 listing of Notable Women in Accounting and Consulting.
Family Office Services Division recognized for family office accounting services, superior client experience, leading multifamily office
Transfer pricing has gained notoriety in recent years as more and more organizations conduct business internationally.
Congratulations to Eric Gelb for his involvement in a recent article by Wealth X – a leading source of data and insights for the financial services and luxury industries.
PKF O’Connor Davies, LLP, the nation’s 29th largest accounting and advisory firm, announced today it has hired Cheri R. Mazza. Mazza will serve as a business valuation and financial forensics partner specializing in forensics, valuation and litigation support.