Anthony Sebastiani, Thomas J. DeMayo and Victor Peña explain why complementary user-entity controls (CUECs) are critical for broker-dealers relying on SOC reports. Learn how to close control gaps and reinforce your oversight framework. Read more: bit.ly/4lNYmyF

With sweeping changes introduced by OBBBA and rising demands around agility and accountability, organizational reviews are no longer just “nice to have” — they’re a strategic necessity. Read more: bit.ly/4o6HRQs

Marco Chong explains how Backdoor Roth IRAs can help high-income foreign nationals in the U.S. unlock tax-free retirement growth. This strategy can reduce trailing U.S. tax liability and offer long-term financial benefits. Read more: bit.ly/4lVIMRS

With recent changes introduced by the One Big Beautiful Bill Act (OBBBA), including expanded access to LIHTCs and new compliance considerations, strategic planning has never been more important. Read more: bit.ly/4flPO0h

Our interns have shown drive, enthusiasm and professionalism all summer — so what better way to say thank you than with a little competition on the track? We recently celebrated our Intern Day of Appreciation at K1 Speed.

Join Eric Gelb and Noam Hirschberger at the SCIF Summit on Tuesday, July 29 from 1:00 – 6:00 p.m. at Haynes and Boone LLP, 30 Rockefeller Plaza, New York, NY. Learn more or register: bit.ly/4nYQegG

The One Big Beautiful Bill Act marks the most significant tax reform since 2017 — bringing a mix of extensions, clarifications and new incentives that will reshape planning for high-net-worth individuals and family offices. Read more: bit.ly/4kR19WW

Recent tax reform under the One Big Beautiful Bill Act (OBBBA) delivers long-anticipated changes to how architecture and engineering firms treat research and experimental (R&E) costs. Read more: bit.ly/4o6ne72

The One Big Beautiful Bill Act (OBBBA) has estate planners revisiting trust structures — especially when S corporation shares are involved. Careful planning and proper elections are key. Read more: bit.ly/3H0ZhNv

Our new Tax Law Insights page is your go-to resource for expert analysis, timely updates and strategic guidance on how new tax changes—like the One Big Beautiful Bill Act—may impact you or your business. Explore now: bit.ly/4kTL8zF

Partners Eric Gelb, CPA and Joseph Marchese, CTP break down why the 13-week cash flow forecast should be a standard part of every business leader’s toolkit — not just a measure for financial distress. Read their full breakdown here: bit.ly/40Ba6g2

When a personal loan to a friend or family member goes unpaid it may qualify as a non-business bad debt deduction. Alan Kufeld explains what the IRS looks for and how much of the loss can be claimed. Read more: bit.ly/4mjzbVa

Tariff volatility is reshaping how buyers and sellers approach working capital targets.. Shilpa Bhandarkar explains how shifts in inventory valuation sourcing and receivables performance require customized solutions. Read more: bit.ly/4kVSnHj

This is our most comprehensive issue yet — unpacking the #OneBigBeautifulBillAct (OBBBA) from every angle. Whether you lead a private foundation, manage a private club or simply need clarity on what changed — and what didn’t — we’ve got you covered: bit.ly/4mgPO3B

The OBBBA raises the federal estate gift and GSTT exemption starting in 2026. Bonnie Orr, Joseph Parmegiani and Bhakti Shah explore powerful planning tools like income tax strategies every taxpayer should keep in mind. Read more: bit.ly/44PkKCk

Darren Bushey and Justin Warren break down how the One Big Beautiful Bill Act (OBBBA) is reshaping real estate tax strategy. Their insights cover updates to QBI deductions and what these shifts mean for real estate investors going forward. Read more: bit.ly/417cHyD

Our latest brochure, The Pillar Two Framework: Navigating the Global Tax Landscape, outlines the key requirements, challenges and how PKF O’Connor Davies can help you stay ahead. Download here: bit.ly/3IVWxlh

Kerri Rawcliffe and Lou Pastina highlight a critical update for Rhode Island nonprofits: sales tax exemption certificates now expire every four years—a shift that has surprised many organizations still assuming exemptions are permanent. Read the update: bit.ly/3U8iwrD

Investor appetite in the HVAC sector remains strong despite economic uncertainty. Alberto Sinesi and Robert Murphy explore the trends driving sustained M&A activity and what buyers are prioritizing in today’s deals. Read the full report: bit.ly/4fnMkdB

Join Leo Parmegiani, Eve Belyavski, Kerry Smith and Sara Hammonds at The Commerce & Industry Association of New Jersey’s 5th Annual Enterprising Women in Commerce event on Wednesday, August 13th at the Glen Ridge Country Club. Register now: bit.ly/47jo5Lt