PKF O’Connor Davies Hires Christopher P. McPhee as Chief Information Officer
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory firms, announced today it has hired Christopher P. McPhee to serve as Chief Information Officer.
Saying “Thank You” Has Never Been More Important
The Internal Revenue Service (IRS) issued definitive final regulations in July 2018 that enacted changes to the substantiation and reporting requirements for charitable contributions and are effective beginning July 30, 2018.
IRS Issues Its Updated Operational Compliance List
The Internal Revenue Service (IRS) recently issued its Operational Compliance List (OCL) to help plan sponsors and practitioners achieve operational and “form” (i.e., plan documentation) compliance by identifying changes in qualification requirements effective during a calendar year.
Findings on Reviews of Restated 403(b) Plans
Our Employee Benefits Services Group (EBSG) has expended a lot of time reviewing restated 403(b) plan documents that record keepers, third party administrators, or other plan document preparers have provided to plan sponsors to review.
PKF O’Connor Davies Listed in Vault Accounting 50 List of Top Accounting Employers in North America
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory firms, announced today it has once again been named to the Vault Accounting 50, a ranking of the 50 best accounting employers to work for in North America.
Cyber Roundup – April 2019
The weaponization ─ and subsequent monetization ─ of electronic data is clearly on display in this our second anniversary edition of Cyber Roundup.
Establishment of Teachers’ Retirement Contribution Reserve Fund
The recently enacted 2019-20 New York State Budget amended Section 6-R of the General Municipal Law.
Business Owners: What Risks To Ponder Before Selling
Many business owners share the same dream: one that begins with a simple knock on the door. They open it to encounter a well-funded buyer presenting an extravagant, unsolicited offer to buy their company.
FASB Updates Guidance on Art and Other Treasured Collections
The Financial Accounting Standards Board (FASB) recently issued Accounting Standards Update (ASU) 2019-03, Updating the Definition of Collections.
PKF O’Connor Davies Introduces “Dress for Your Day” Employee Benefit
New York, NY (March 26, 2019) – PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory […]
Accounting and Reporting – 8 Best Practices for Investment Advisors
The investment advisory business continues to grow more challenging. These best practices are designed to help your organization improve its accounting and reporting functions, mitigate risk, strengthen internal controls and safeguard client assets.
Desk Reviews of Grantees: An Effective Monitoring Tool
As a best practice, some larger private foundations are going beyond the typical collection and review of a grant file by conducting desk reviews of grant activity reports to enhance their current grant monitoring programs.