Insights
CFO Insights for Structuring an Effective Finance Function
Finance team talent is critical to productivity, business continuity and cost effectiveness.
Minimum Nurse Staffing Requirements for Skilled Nursing Facilities in New York State
…employ or retain certified nurse aides, registered professional nurses, licensed practical nurses, or nurse aides in sufficient numbers to maintain minimum daily staffing hours per resident. It is important that skilled nursing facilities adhere to the requirements or be subject to potential penalty. Also, the…
The Future of Private Fund Advising: A Look at the 2023 SEC Regulations
…ability to assess an adviser’s compliance with the proposed rules. Compliance Rule Amendments The proposal includes amendments to the compliance rule under the Advisers Act that require all registered advisers, including those that do not advise private funds, to formally document their annual compliance review…
SECURE Act 2.0: Small Employer Pension Plan Start-Up Credits
The SECURE Act 2.0, signed by President Biden late last year, increased incentives to encourage small business owners to establish retirement plans, making changes to the start-up credit and adding the contribution credit.
Federal Tax Relief for Upstate New York and Suffolk County
IR-2023-58, recently released by the(IRS, provides certain individuals, households and businesses affected by the winter storms with an extension of time.
Tax-Exempt Organizations: Free Resource Available for Form 1099-Series Filings
Smaller organizations need to weigh the cost of outsourcing Form 1099-Series filings to third-party providers or use their own valuable resources.
Private Equity Must Focus on Cybersecurity Defenses
PE firms are enhancing their pre-acquisition due diligence efforts to gauge a portfolio company’s current cybersecurity maturity and to identify gaps and weaknesses exposing them to the risk of cyberattacks.
PKF O’Connor Davies Ranked #25 on Accounting Today’s 2023 Top 100 Firms List
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, is proud to announce that it has been ranked #25 on Accounting Today’s list of the Top 100 Firms for 2023.
Digital Transformation: From Wall Street to Main Street
Digital transformation across business functions, including in client servicing delivery from Wall Street to Main Street is not an option. It is survival.
Webinar Replay: Grantmaking in a Volatile Market
Watch this webinar for a comprehensive discussion where experts in the philanthropic community shared their thoughts about the current market […]
Surprised by a Form 1099-K? Here’s What You Should Know
Many U.S. taxpayers may have recently received a Form 1099-K. This article will provide guidance on the potential tax consequences for online marketplace sellers. Learn more.
The End of the National Emergency Declaration
On January 30, 2023, the Biden Administration announced its intent to end the National Emergency Declaration on May 11, 2023. Learn more.