Insights
Webinar Replay: Navigating the Landscape of Art-Endowed Foundations
Watch this webinar for an insightful discussion where experts in the philanthropic community shared their thoughts and ideas on a […]
Jump Start Your Foundation’s Year-End Tax Planning
For private foundations with calendar year-ends, this is a great time to consider – and get ahead of – year-end tax planning.
Webinar Replay: What the PCAOB’s Annual Broker-Dealer Inspection Report Means for You
The news is out. The PCAOB’s Annual Report on the Interim Inspection Program Related to Audits of Brokers and Dealers […]
IRS Pauses Processing New ERC Claims, Plans Program for Businesses to Address Improper Claims
Effective immediately, the IRS indicated major changes to its processing of the Employee Retention Credit (ERC).
Cryptocurrency: An Overview of Global, Regional and National Regulations
Cryptocurrencies are used by over 400 million people around the globe, but most countries don’t have regulations for cryptocurrencies.
Webinar Replay: Leveraging Charity Navigator’s Rating System to Promote Donor Trust and Contributions
Each year, more than 11 million donors identify the organizations they wish to support by using Charity Navigator, according to […]
Regulations Recently Issued on Roth Catch-up and Form 8955-SSA
In this Alert, we will update our readers on two pension-related matters.
SEC Proposes to Increase Frequency of Broker-Dealer Reserve Requirements Computations
In response to concerns regarding the protection of customer assets, the SEC has proposed to amend the Customer Protection Rule to increase the frequency of customer and PAB reserve computations
PKF Clear Thinking Welcomes Marjorie Kaufman as Partner
PKF Clear Thinking, the award-winning business advisory firm and subsidiary of PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced the hiring of Marjorie (Margie) Kaufman as Partner.
Planning for an Artist or Collector-Endowed Foundation
For artists and collectors alike, grappling with their posthumous legacies and estate plans can be complicated and, quite frankly, overwhelming.
Value Creation and the CFO | Part 2: Value Creation Strategies
This article focuses on several ways to optimize value, including customer pricing to reflect rising market costs, negotiating existing supplier costs and targeting suitable acquisitions.
PKF O’Connor Davies Named a ‘Best Place to Work’ by NJBIZ
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, is proud to announce that it has once again been named one of the ‘Best Places to Work’ in New Jersey by NJBIZ.