Is it Happy Hour yet?
It is for our Private Foundation team! The group and some of our interns met in NYC this week to get to know one another better and to catch up on more than just business. A great time was had by all, and we were definitely reminded of what a wonderful, vibrant team we have at PKFOD!
#PKFOD #privatefoundation #cpa #accounting
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Have questions about maximizing your exit strategy? Need the latest updates on rules that affect your retirement?
Then join us for this exclusive webinar on estate and trust planning co-hosted by PKFOD and Jacobowitz and Gubits. This webinar will offer a special dual perspective, covering tax and legal aspects of planning for your estate, the pros and cons of various trust structures, new power of attorney rules, Medicaid Asset Protection Trusts, Multi-generational planning and much, much more!
Hosts and Featured Speakers:
Bonnie Orr, CPA, Partner, PKF O’Connor Davies
Michael Wagner, Esq., Partner, Jacobowitz and Gubits
Register Here: bit.ly/3OopSCQ
#PKFOD #estateplanning #trusts #assets #cpa
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Well, it looks like we have a home run!
Esteemed colleague and Partner-in-Charge of Financial Services Marc Rinaldi authored a very timely article published by Family Wealth Report, “How to Interface Digital Assets with the Family Office.” It’s garnered a lot of attention—with almost 70,000 views on Family Wealth Report, WealthBriefing and WealthBriefingAsia combined.
In case you missed it, Marc’s top-notch thought leadership brings attention to why digital assets are an increasing and important consideration for ultra-high-net-worth individuals and their family offices. The article also highlights taxation, regulatory and investment matters, as well as how digital assets are changing finance – from investing and transacting to raising capital.
Read Marc’s Article Here: bit.ly/3JCHdoa
#PKFOD #wealthmanagement #taxes #cpa #accounting #familyoffice
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We are thrilled to announce Gary Higgins as Partner in the Firm’s Public Sector practice.
Gary is an accomplished industry leader with decades of experience in audit and accounting support services to governmental and not-for-profit entities. As one of New Jersey’s most trusted audit experts, Gary’s top-tier talent extends to building lasting client relationships and working collaboratively with municipalities and school districts.
His comprehensive experience and unwavering dedication to the public sector is an exciting addition to the Firm. Welcome, Gary!
Read More: bit.ly/3nlK6ku
#PKFOD #publicsector #accounting #cpa
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We all love a little swag...especially when it promotes sustainability!
To help with the summertime heat - and to promote the Firm's focus on ESG initiatives - employees received these reusable tumblers to keep the environmental impact of our daily actions top of mind. ESG (Environment, Social and Governance), Sustainability and Impact Optimization within the Firm supports monitoring our environmental footprint, promoting global health and strengthening societies.
Learn More About ESG Here: bit.ly/3HQyBva
#PKFOD #ESG #sustainability #impactoptimization
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Curious about what cyber-criminals have been up to this month?
Tom's Cyber Roundup is back with the latest trends in criminal pursuits and how they have negatively impacted business. Understand how your email can be compromised or what kind of ransomeware activity and malware attacks could be looming to target your business. More importantly, get Tom's expert actions to keep you safe, secure and in the know!
Read Tom’s Takeaways Here: bit.ly/3zX4r7o
#PKFOD #cybersecurity #advisoryservices #cyberfraud
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