PKF O'Connor Davies

✨ Shaping the future of sustainability reporting – your voice matters! 📋 Take part in the survey (5–10 minutes): https://bit.ly/48e9Rfu - Your insights help us identify challenges and expectations in the market - All responses remain anonymous - Share your email to receive a summary with valuable market trend insights ⏳ Deadline extended to January 31, 2026 As a proud member of the PKF Global Network, PKF O’Connor Davies invites you to participate in the survey; your insights truly matter. #Sustainability #ESRS #PKFGlobal #PKFOConnorDavies #CorporateReporting #SustainabilityReporting

As 2025 winds down, now is the time to take a strategic look at your tax, audit and financial planning priorities. From navigating OBBBA’s new rules to preparing for audits, optimizing fund structures and making smart charitable planning decisions, proactive moves today can set you up for a stronger start to 2026. #YearEndPlanning #TaxPlanning #FinancialPlanning #OBBBA

Clear, consistent and compliant reporting is critical for private foundations — but it doesn’t have to be complicated. Our Private Foundation Financial Reporting Guide provides: • Ready-to-use templates for financial statements • Sample notes for clarity and transparency • Key accounting definitions to simplify complex terms It also aligns with IRS Form 990-PF to strengthen compliance and improve reporting across the sector. Download the guide today and see how it can support your foundation’s financial management: https://bit.ly/3JpLEZw #PKFOD #KnowGreaterValue #PrivateFoundations

Strong governance and effective tax planning are essential for private foundations to stay compliant and achieve their mission. Our Private Foundation Governance & Tax Guide helps leaders and board members: • Understand governance best practices and fiduciary responsibilities • Navigate federal and state tax compliance requirements • Strengthen oversight and transparency to reduce risk This guide is a practical tool to support board effectiveness and long-term sustainability across the sector. Download your copy here: https://bit.ly/42WmXKU #PKFOD #KnowGreaterValue #PrivateFoundations

We’re proud to present the latest key insights and benchmarks from our A&E industry specialists in PKF O’Connor Davies’ 21st annual Architectural and Engineering Studies. This year’s findings show how firms are performing in the areas of profitability, compensation and technology, with five-year trends helping firms benchmark their results and strategically plan for the future. From financial performance to staffing, the studies show how firms are adapting to today’s evolving business landscape. Access, download and read both studies here: https://bit.ly/4qQAz4K #PKFOD #KnowGreaterValue #Architecture #Engineering #Accounting