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EXCEPTIONAL SERVICE. WORLDWIDE.

BDO delivers assurance, tax, and advisory services to clients throughout the
country and around the globe.

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2023 SUSTAINABILITY REPORT

At BDO, we continue to make progress on our sustainability journey, focusing on
helping our people and our planet thrive.

LEARN MORE ABOUT OUR RECENT EFFORTS



BDO IS PROUD TO BE AN ESOP COMPANY.

Charting a course to our resilient future.

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STRATEGIC VS. TACTICAL: HOW DO TAX LEADERS' PLANS DIFFER FOR 2024?

Download our 2024 BDO Tax Strategist Survey to uncover key insights and
strategies.

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TOGETHER, WE THRIVE.

Together, we are focused on delivering exceptional and sustainable outcomes —
for our people, our communities and our clients.

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CURATED INSIGHTS

Sustainability and ESGArtificial IntelligenceDiversity, Equity and
InclusionEvolving EconomyInnovation
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Article

2023 SUSTAINABILITY REPORT

At BDO, we are working to integrate more sustainable, responsible practices into
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2024 BDO ESG RISK & ROI SURVEY

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2024 BDO ESG Risk & ROI Survey report today.

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Case Study

DIGITAL SOLUTIONS FOR ESG REPORTING, COST SAVINGS

BDO introduced a new set of strategic technologies like IoT sensors, micro apps
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Podcast

BDO'S LEGAL TECH TALK PODCAST - EPISODE 20: AI IN LEGAL TECHNOLOGY

In this episode of BDO’s Legal Tech Talk Podcast, Zviad Guruli, an attorney at
WilmerHale, talks about the impact of artificial intelligence on legal
technology. Zviad has been a part of the legal tech AI industry since its
infancy. He discusses the potential of generative AI with hosts Jared Crafton,
BDO’s Forensic Technology Practice Leader, and Daniel Gold, BDO’s E-Discovery
Managed Services Leader.

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Article

RISK MITIGATION STRATEGIES FOR RETAILERS ROLLING OUT AI SOLUTIONS

Artificial intelligence (AI) is transforming the retail industry, offering new
opportunities for enhancing customer experience, optimizing operations, and
increasing revenue. However, AI also poses some challenges and risks.

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THE ETHICS OF GENERATIVE AI IN HEALTHCARE: ADDRESSING ALGORITHMIC BIAS

Artificial intelligence (AI) represents a new frontier for healthcare. In order
to adopt AI safely and successfully, healthcare organizations must maintain a
patient-first mentality, understanding the risks that AI bias presents and
taking proper steps to mitigate them.

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Press Release

BDO USA NAMED TO NEWSWEEK’S 2024 LIST OF AMERICA’S GREATEST WORKPLACES FOR
DIVERSITY

BDO USA, one of the nation’s leading accounting and advisory firms, has been
honored as one of America’s Greatest Workplaces for Diversity by Newsweek.

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BDO CELEBRATES AFRICAN AMERICAN ART AND ARTISTS DURING BLACK HISTORY MONTH

For Black History Month, we reached out to a few of our talented professionals
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BDO CELEBRATES NATIONAL MENTORING MONTH

For National Mentoring Month, a few of our professionals offered their thoughts
on the benefits of mentorship. Read on to hear from them and learn more about
professional development opportunities at BDO.

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2024 BDO CFO OUTLOOK SURVEY

Explore the report to see how you compare to your competitors and gain valuable
insights to support strategic decision-making and turn your challenges into
triumphs. Download the report today.

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BDO’S 2024 FINTECH PREDICTIONS

The fintech landscape is rapidly evolving, presenting challenges and
opportunities in equal measure. Read BDO’s 2024 Fintech Predictions to learn
more about what to expect, from asset tokenization to distressed dealmaking and
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WE MAY NEVER SEE A BETTER ENVIRONMENT FOR TRANSFERRING WEALTH … HERE’S WHY

In this article, BDO’s Private Client Services professionals explain why 2024 is
an ideal year to prioritize your wealth transfer plans.

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UNLEARNING TO INNOVATE: WHAT MAKES INNOVATION SO HARD, AND WHAT TO DO ABOUT IT

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HOW TO EFFECTIVELY IMPLEMENT AI IN THE TAX FUNCTION

Artificial intelligence is creating waves in every industry. From streamlining
burdensome tasks to analyzing troves of data, AI presents an incredible
opportunity to enhance the way each area of a business — including the tax
function – runs its operations.

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FUTURE PROOF RETAIL

Find out if your business is ready for what tomorrow might bring.

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OUR SERVICES


ADVISORY

Our Advisory practice provides an array of regulatory, risk and transformation
services to clients navigating complex challenges, changes, and opportunities.

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TAX

BDO’s strategic tax advisors approach every client with a total tax mindset –
helping businesses and organizations assess the tax implications of business
decisions to understand their total tax footprint.

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AUDIT & ASSURANCE

Through our audit and assurance services, we empower businesses to live up to
their core values, meet stakeholder expectations and deliver integrity to the
capital markets.

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BDO DIGITAL

BDO Digital offers a comprehensive collection of high-quality capabilities in
strategic technology and business advisory to help both enterprise-size and
middle-market organizations.

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INDUSTRY INSIGHTS TO MOVE YOUR BUSINESS FORWARD

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DOL RELEASES FINAL RULE TO INCREASE SALARY THRESHOLDS FOR FLSA WHITE-COLLAR
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August 2, 2024

The U.S. Department of Labor (DOL) issued a final rule that updates and revises
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NEW JERSEY ENACTS CORPORATE TRANSIT FEE

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4 TAX TECHNOLOGY USE CASES FOR TECH COMPANIES

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Are you prepared to embrace the opportunities and navigate the challenges that
come with site-of-care shifts? Our team is here to help your organization
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AMERICAN BANKRUPTCY INSTITUTE JOURNAL REPRINT: A PULSE CHECK ON THE HEALTHCARE
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August 1, 2024
Article


AMERICAN BANKRUPTCY INSTITUTE JOURNAL REPRINT: A PULSE CHECK ON THE HEALTHCARE
INDUSTRY

August 1, 2024

As the healthcare industry experiences economic stabilization, many
organizations are moving from recovery to growth mode. Despite this positive
shift, industry-wide challenges such as stagnant reimbursement rates and rising
operating expenses continue to create pressure on profit margins.

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Article


THE MANUFACTURER’S GUIDE TO BUILDING BRAND LOYALTY AND TRUST: PART I

August 1, 2024
Article


THE MANUFACTURER’S GUIDE TO BUILDING BRAND LOYALTY AND TRUST: PART I

August 1, 2024

As manufacturers handle more and more data, they must adopt stronger data
protection practices. Learn what a strong privacy and data protection program
looks like and how to build one for your company in our new insight.

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Article


THE RISING IMPORTANCE OF STRATEGIC ALLIANCES FOR DRIVING GROWTH

August 1, 2024
Article


THE RISING IMPORTANCE OF STRATEGIC ALLIANCES FOR DRIVING GROWTH

August 1, 2024

Life sciences organizations are continuing at an increasing rate to turn to
strategic alliances to drive growth. Read the insight to learn more about BDO's
research about leveraging alliances and revenue growth.

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Podcast


BDO IN THE BOARDROOM PODCAST - EPISODE 79: OVERSEEING THE USE OF GENAI IN
FINANCIAL REPORTING

August 1, 2024
Podcast


BDO IN THE BOARDROOM PODCAST - EPISODE 79: OVERSEEING THE USE OF GENAI IN
FINANCIAL REPORTING

August 1, 2024

Join BDO's Center for Corporate Governance Amy Rojik as she sits down with Emily
Lucas of the Center for Audit Quality (CAQ) to discuss how advancements in the
implementation of generative artificial intelligence (GenAI) in financial
reporting are impacting oversight roles for the board and audit committee.

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Article


SIX QUESTIONS TO ASK IN A POST-MORTEM REVIEW AFTER A CYBER INCIDENT

August 1, 2024
Article


SIX QUESTIONS TO ASK IN A POST-MORTEM REVIEW AFTER A CYBER INCIDENT

August 1, 2024

The CrowdStrike outage underscored the importance of having robust contingency
plans, oversight of critical third parties, and mechanisms to evaluate not only
the business operational effects but also the financial damages of such an
event.

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Article


TECH VALUATION TRENDS FOR THE 2ND HALF OF 2024

July 31, 2024
Article


TECH VALUATION TRENDS FOR THE 2ND HALF OF 2024

July 31, 2024

Another year of inflated interest rates and goodwill impairment has left tech
companies stranded in a valuations limbo. Read the insight to learn about the
latest tech valuation trends, and how the tech industry is responding.

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Article


PRIVATE EQUITY SURVEY

July 30, 2024
Article


PRIVATE EQUITY SURVEY

July 30, 2024

Uncover PE fund managers and PortcoCFOs current strategies, concerns, and
outlooks for the remainder of the year. Download the report to learn more.

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Article


SIMPLE AGREEMENTS FOR FUTURE EQUITY (SAFES)

July 30, 2024
Article


SIMPLE AGREEMENTS FOR FUTURE EQUITY (SAFES)

July 30, 2024

This article reviews some common characteristics of SAFEs and key tax
considerations.

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Article


SUITEWORLD 2024: AN INSIDE LOOK AT THE EVENT’S GAME-CHANGING TECHNOLOGIES

July 30, 2024
Article


SUITEWORLD 2024: AN INSIDE LOOK AT THE EVENT’S GAME-CHANGING TECHNOLOGIES

July 30, 2024

Oracle NetSuite’s SuiteWorld conference, held this year in Las Vegas, is the
largest annual gathering for the NetSuite community—a growing ecosystem of
customers, industry influencers, and partners.

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Article


OPTIMIZING PATIENT ACCESS: A CHECKLIST

July 29, 2024
Article


OPTIMIZING PATIENT ACCESS: A CHECKLIST

July 29, 2024

At its core, patient access is about ensuring patients have access to high
quality care and information they need in a timely and efficient manner.

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Case Study


HELPING A SPIRITS DISTRIBUTOR FIND OPPORTUNITY IN THE MOUNTAINS

July 26, 2024
Case Study


HELPING A SPIRITS DISTRIBUTOR FIND OPPORTUNITY IN THE MOUNTAINS

July 26, 2024

Learn how BDO’s State & Local Tax Credits & Incentives team negotiated a
first-of-its-kind incentive offer for an international spirits importer and
distributor.

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Article


AT THE INTERSECTION OF DATA PROTECTION AND ZERO TRUST

July 25, 2024
Article


AT THE INTERSECTION OF DATA PROTECTION AND ZERO TRUST

July 25, 2024

In today’s business landscape, data is the lifeblood of operations. Everything a
business does is described in data, from users and clients to services and
products. Even the physical locations of warehouses, manufacturing plants,
retail stores, and equipment is represented as data.

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Article


WHY ATTESTATION SERVICES ARE BECOMING MORE IMPORTANT FOR TECH

July 25, 2024
Article


WHY ATTESTATION SERVICES ARE BECOMING MORE IMPORTANT FOR TECH

July 25, 2024

Attestation services are crucial for tech companies looking to build trust with
key stakeholders. Read the insight to learn why attestation matters and when you
should seek it.

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Article


CRITICAL INCIDENT RESPONSE: MANAGING A CYBER DISRUPTION AND PREVENTING FUTURE
BUSINESS INTERRUPTION

July 25, 2024
Article


CRITICAL INCIDENT RESPONSE: MANAGING A CYBER DISRUPTION AND PREVENTING FUTURE
BUSINESS INTERRUPTION

July 25, 2024

Millions of computers around the world running cybersecurity software from
CrowdStrike have been affected by a faulty code update. To

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Article


UNLOCK SAVINGS WITH STATE AND LOCAL TAX CREDITS AND INCENTIVES

July 24, 2024
Article


UNLOCK SAVINGS WITH STATE AND LOCAL TAX CREDITS AND INCENTIVES

July 24, 2024

There are thousands of tax credits and incentives available across state and
local jurisdictions, yet these programs continue to be underutilized. Learn how
engaging with a third-party advisor can help unlock savings.

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Blog Post


VALUE CREATION OPPORTUNITIES FOR PE-SPONSORED HEALTHCARE PROVIDERS

July 24, 2024
Blog Post


VALUE CREATION OPPORTUNITIES FOR PE-SPONSORED HEALTHCARE PROVIDERS

July 24, 2024

Historically, PE-sponsored PPMs and medical groups have prioritized expansion
over the financial performance of these practices. Read the blog to learn more
about practice integration activities.

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Article


PA BUDGET ADJUSTS NOL DEDUCTION LIMITS, SALES TAX EXEMPTIONS; DOESN’T INCLUDE
PTET ELECTION

July 24, 2024
Article


PA BUDGET ADJUSTS NOL DEDUCTION LIMITS, SALES TAX EXEMPTIONS; DOESN’T INCLUDE
PTET ELECTION

July 24, 2024

On July 11, Pennsylvania Gov. Josh Shapiro signed into law the 2024-2025 budget
(S.B. 654), which amends several important business and individual tax
provisions.

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Article


IRS ADOPTS FINAL DIGITAL ASSET TAX REPORTING RULES WITH SOME REVISIONS

July 24, 2024
Article


IRS ADOPTS FINAL DIGITAL ASSET TAX REPORTING RULES WITH SOME REVISIONS

July 24, 2024

The IRS on June 28 issued final regulations on information reporting for digital
asset transactions. The final regulations require “brokers” to report gross
proceeds, cost basis, and gain or loss on sales and exchanges of digital assets,
including cryptocurrency, stablecoins, and non-fungible tokens (NFTs).

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Podcast


BDO'S LEGAL TECH TALK PODCAST - EPISODE 29: A CONVERSATION WITH RETIRED JUDGE
PAUL GRIMM PART 2

July 23, 2024
Podcast


BDO'S LEGAL TECH TALK PODCAST - EPISODE 29: A CONVERSATION WITH RETIRED JUDGE
PAUL GRIMM PART 2

July 23, 2024

In this episode of BDO's Legal Tech Talk, we look into the rapidly evolving
intersection of generative AI (GenAI), legal ethics, and courtroom practices
with the esteemed Judge Paul Grimm, David F. Levi Professor of the Practice of
Law and Director of the Bolch Judicial Institute at Duke Law School. Hosted by
Jared Crafton, BDO’s Forensic Technology Practice Leader, and Daniel Gold, BDO’s
E-Discovery Managed Services Leader, this episode promises to be a
thought-provoking exploration of the challenges and opportunities presented by
GenAI in the legal profession.

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Press Release


BDO USA RELEASES ITS 2023 SUSTAINABILITY REPORT

July 23, 2024
Press Release


BDO USA RELEASES ITS 2023 SUSTAINABILITY REPORT

July 23, 2024

BDO USA, one of the nation’s leading accounting and advisory firms, today
released its latest sustainability report.

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Article


BUILDING TRUST SHOULD BE A TOP PRIORITY FOR TECH COMPANIES — HERE’S WHY

July 23, 2024
Article


BUILDING TRUST SHOULD BE A TOP PRIORITY FOR TECH COMPANIES — HERE’S WHY

July 23, 2024

Customers need to trust the tech they use and the companies that make it — often
leveraging their personal data in the process — to be safe, secure, and
functional. Other tech stakeholders, like shareholders, clients, and regulators,
need to rely on tech companies to be responsible, ethical, and resilient.

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