Events & Webinars

One of the most powerful — yet underutilized — tax planning opportunities available today is IRC Section 1202 Qualified Small Business Stock. Join us for a breakfast seminar to learn how founders, business owners and family offices of high-net-worth individuals can apply this tax-saving opportunity to their advantage.

Dorothea Russo and Luz Navar will be presenting at The Bottom Line is Accuracy: The Financial Implications of Cost Reports on Tuesday, May 19th from 4:00 p.m. to 5:00 p.m.

Ben Garcia and Victor Santos will be attending the Keep More of What You Earn: Smart Tax Strategies for Business Owners event on Wednesday, May 20th from 6:00 p.m. to 8:00 p.m. 

Mark Bednarz and Darryl Wegner will be exhibiting at the AGA Greater Richmond Chapter’s 2026 Spring Awards Ceremony and Seminar on Thursday, May 21st in Chester, Virginia. 

Join Alexander Buchholz at the MassCPAs May Nonprofit Accounting & Auditing Community Meeting as he presents “How to Ensure Audit Readiness for Your Year-End Financial Statement Audit,” covering planning strategies, documentation requirements, common audit challenges and practical tips for nonprofit organizations preparing for year-end audits.

If you own an HVAC services or mechanical contracting business, understanding today’s M&A market could have a direct impact on the value of what you’ve built. Join us for a focused discussion on the current deal environment – and what buyers are really looking for. We’ll break down how market conditions, buyer demand and company-specific factors are shaping valuations and what that means for you as an owner.

Join Jonathan Moore, Dipen Shah – Executive Committee Members and Mina Boutros at “Anatomy of a Deal: What Worked, What Didn’t!” – an AM&AA North New Jersey Chapter business development reception on May 27th in Kenilworth, NJ.

Join us for an exclusive fireside conversation at Nasdaq featuring Chris Gardner, hosted by Jennifer Katrulya, focused on wealth, resilience, purpose and generational legacy.

Join us for a live webinar on how to evaluate unsolicited offers for your business, assess buyer credibility, determine market value and navigate deal structures to maximize outcomes in today’s active M&A market.

Join us for an evening designed to reconnect, engage and take a forward-looking view of the real estate landscape. Bringing together industry leaders across the northeast, this program will explore the trends and pressures shaping today’s market, including New York City and beyond — from capital markets and financing challenges to evolving regulatory dynamics and shifting investment strategies.

Join PKF O’Connor Davies for an exclusive live panel discussion and interactive workshop designed for executives, investors and advisors preparing for the IPO journey.

PKF O’Connor Davies is pleased to partner with the Connecticut Council for Philanthropy for our annual Form 990-PF workshop designed to help private foundations navigate today’s evolving regulatory and compliance landscape.