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NAVIGATING THE PATH FORWARD
Our 14th Annual Architect and Engineering Summit explores post-pandemic opportunities, including M&A, ESG, social impact strategies and cyber threat protection. Prepare to prosper.
Friday, June 24, 2022 | The Langham, Boston -
KNOW GREATER
CONNECTIONsFrom healthcare to hospitality to bankruptcy and wealth services, we build
deeper client connections that drive efficiencies, uncover opportunities and
manage risk. How connected are you? -
KNOW GREATER
INSIGHT
OUR VALUE SERIESKnowledge springs from the right blend of expertise and experience. Shared, as we do through our extensive webinar, video and podcast Value Series, it becomes inspiration.
A Full-Service Certified Public Accounting and Advisory Firm
Serving New York, New Jersey, Connecticut, Maryland, Massachusetts, Florida, and Rhode Island
PKF O’Connor Davies is a new breed of accounting and advisory firm that holds itself to a higher standard — adding value in everything we do. With our unwavering client focus, we unlock genuine value at key connection points in every engagement. As a result, our clients Know Greater Service. They Know Greater Connections. They Know Greater Value.
Providing Our Clients Greater Value
Client Testimonial
Delivering greater value means providing clients with knowledge, connections, experience, and expertise. These are the elements key to forging powerful, innovative strategies that drive success. Discover the difference this makes to our clients – in their own words.
Insights
Advocates Worry Donor Fund Proposal Could Chill Legit Use
May 19, 2022
In a recent article Advocates Worry Donor Fund Proposal Could Chill Legit Use, published in Law360, Tom Blaney, Director of […]
PKF O’Connor Davies Family Office Recognized by Private Asset Management Awards 2022 and Family Wealth Report Awards 2022
May 19, 2022
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory firms, today announced that PKF O’Connor Davies Family Office (PKFOD FO) has received three industry awards recognizing its growth and innovation.
Webinar Replay: 2022 SEC Examination Priorities – A Practical Approach
May 17, 2022
The U.S. Securities and Exchange Commission’s (SEC) Division of Examinations (DOE) recently published its 2022 Examination Priorities. Watch this webinar […]
Cyber Roundup – May 2022
May 16, 2022
As you read through the cyber incidents recently occurring, you will note a real-world example of how much damage ransomware can inflict.
New York’s Budget Bill and Subsequent Legislation Includes Significant Pass-Through Entity Tax (PTET) Changes
May 12, 2022
New York’s fiscal year 2022-2023 State Budget Bill (Bill) as well as subsequent legislation, recently signed by Governor Hochul, contains significant changes to the New York State (NYS) PTET and creates a New York City (NYC) PTET.
Connecticut Enacts “Tax Cut” Budget Bill
May 10, 2022
Connecticut’s $24.2 billion budget bill for the fiscal year starting July 1, 2022 was signed by Governor Lamont on May 9th, 2022.”
Webinar Replay: How to Implement and Comply with GASB-87
May 5, 2022
Watch this webinar for a step-by-step guide on how to implement and comply with the new GASB-87 standard. Plus, we […]
Current Insights on Private Equity Deal Terms & Earnouts
May 4, 2022
Generally speaking, 2021 was a remarkable year for M&A activity in the private equity (PE) space, with global PE volume increasing approximately 111% in 2021 compared to 2020, ending the year at approximately $1.2 trillion worth of deals as posted in the Harvard Law School Forum on Corporate Governance.
Providing Our Clients Greater Insight
Offering our clients tangible insights that drive value and help move their organizations forward is a top priority. Whether that’s identifying a trend, issuing research, or providing a timely tip, it’s essential information our clients count on to inform their most important decisions.
Events
CNJG Virtual Spring Colloquium: A Conversation for the Social Sector
Join PKF O’Connor Davies’ Private Foundation practice at the CNJG Virtual Spring Colloquium. PKF O’Connor Davies will be participating in […]
CWCBExpo New York
Jeffrey Gittler and Noam Hirschberger will be exhibiting at CWCBExpo New York – June 2 – 6, 2022. Stop by […]
Live Webinar: Estate Planning to Take Advantage of Currently High Exemptions
We invite you to join us for an overview of current popular techniques for taking advantage of the high gift/generation-skipping […]
New York Nonprofit OpCon
Alexander K. Buchholz, partner with PKF O’Connor Davies’ Not-for-Profit practice, will be a panelist in the session, “What Nonprofits Need […]
Delivering Greater Value
Value Series
Delivering greater value to our clients is our highest priority. It’s what defines us as a firm and what sets us apart from others. Discover what our Practice Leaders, Partners and Principals understand about how today’s business and financial markets affect their practices, your operations and growth strategies.
Know Greater Community Involvement
Community Involvement and Philanthropy
Essential to our identity as a firm is our enduring commitment to service. We recognize that our success and well-being, both as a firm and as individuals, impart a responsibility to serve others. For us, this responsibility is also a privilege.
Connect with PKF O’Connor Davies
Facebook
Congratulations to Stephen E. Prostano, Partner and Head of Family Advisory Services (PKFOD FO), who has been honored by Family Wealth Report for his “Outstanding Contribution to Wealth Management Thought Leadership.”
This distinction is bestowed upon an innovator in the wealth management, multi-family office and global financial services industries. He has also received past industry-specific awards, including Family Wealth Report’s Leading Individual in the Multi-Family Office Industry Award and Private Asset Magazine’s Outstanding Contributor to the Wealth Management Industry Award.
Read More: bit.ly/3MtZari
#PKFOD #familyadvisory #wealthmanagment #familyoffice
Hey, Westchester! We would be thrilled to have your vote.
All of us at PKF O'Connor Davies are honored to provide top-notch financial services to Westchester's business community. And, over the years we have watched it prosper and grow.
Your voice defintiely counts, so please vote today for Westchester Magazine's 914INC. Best of Business Award: Westchester's Best Accounting Firm.
It just takes a minute, and here's all the info you need:
Business Name: PKF O’Connor Davies, LLP
Town: Harrison, NY
Business Contact: Kevin J. Keane, Executive Chairman
Link to Vote Now: bit.ly/3w2FsMk
#PKFOD #accountingandaccountants #cpa
We are thrilled to announce PKF O’Connor Davies Family Office (PKFOD FO) has received three industry awards for its top-notch solutions, innovation and commitment to excellence. The Private Asset Management (PAM) Awards 2022 has named PKFOD FO the “Best Business Consulting Firm for Family Offices.” The PAM Awards annually recognize top investment professionals, wealth advisors, legal firms, consultants and other key service providers in the private asset management space who demonstrate business growth, exceptional service and expertise, as well as a proactive approach to serving clients.
In addition, the Family Wealth Report Awards 2022 honored PKFOD FO with two awards. The “Best Accountancy Advisor” identifies consultants to family offices who provide the kind of accounting advice that makes a significant contribution to clients’ operations and overall success. The “Best Family Office Management Consultancy” award recognizes service providers’ expertise in the areas from strategy and operations to risk, technology, regulations, forensics and valuations. This distinction also highlights the many ways PKFOD FO has made a positive impact on its family office clients.
This continued success reinforces PKFOD FO’s leadership in the family office space and illustrates its dedication to continually improve products and services, bolster best practices and exceed client expectations. Congratulations to the team for these well-deserved honors!
Read More: bit.ly/3MtZari
#PKFOD #familyoffice #wealthmanagement
Join us in celebrating #AsianPacificAmericanHeritageMonth honoring team member Christina Bhatta!
Christina is a Senior Associate in the Woburn, MA office and holds a Bachelor of Science degree in Accounting and Finance. She was born and raised in Nepal and came to the United States in 2011 as an international student to pursue her college education. After passing the CPA exam in New York she also earned her license in Massachusetts. Christina recalls how welcomed she felt when joining the Firm and how much she has learned from her colleagues. She is proud of the remarkable accomplishments that have helped to shape her career.
When celebrating Asian Pacific American Heritage Month, Christina reflects on her journey and life in Nepal and the importance of bringing awareness to her culture. She keeps her heritage near to her heart by cooking Nepalese food and taking part in the celebratory festivals within her community. Every two to three years, Christina looks forward to visiting her parents in Nepal. She believes in honoring Asian Pacific Americans by taking a closer look at the Asian culture as a whole and the diversity within its society.
Christina is fortunate enough to be able to give back to her community by donating to local food banks. In her spare time, she loves to travel the world, try various cuisines, and stay active by hiking.
We are honored to have Christina as part of our team!
#PKFOD #diversity #Team #accounting #accountantsandaccounting
Questions about the current GST exemption to transfer wealth?
Then join us on June 7 for a live overview of current popular techniques for taking advantage of the high gift/generation-skipping tax (#GST) exemptions. Our specialists will share their expert view of the current landscape and review planning opportunities.
Moderator:
Joseph Parmegiani, JD, CPA, Senior Manager, Trust and Estate
Featured Speakers:
Christine G. Pronek, CPA, MST, Partner, Trust and Estate
Bhakti Shah, JD, CPA, Partner, Trust and Estate
David Silversmith, CPA, Senior Manager, Trust and Estate
Register Here: bit.ly/38jGUSV
#PKFOD #estateplanning #estates #trusts #taxexemptions #tax
Want to learn more about our professional services for the cannabis industry? Then don’t miss the CWCBExpo New York June 2 to June 4, 2022!
Partners Jeffrey Gittler and Noam Hirschberger will be at our Exhibit Booth #313 to provide their expert knowledge and insight.
Register Here: bit.ly/3Fvexgt
#PKFOD #cannabis #professionalservices #accounting
Instagram
Good wishes for new beginnings, good health, happiness and prosperity this #Diwali
We’re Hiring!! Audit, Tax, Advisory at every level! #remoteworking #nowhiring #pkfod #awardwinningteam #greatplacetowork2021
We’re hiring in every niche practice group, at every level! #pkfod #remotework #bestplacetowork #awardwinningfirm
Various AUDIT, TAX & ADVISORY opportunities open throughout our New York, New Jersey, Connecticut, Maryland & Rhode Island offices. Apply now at https://lnkd.in/gG3mamf
#nowhiring #remoteworking #greatculture #pkfod #pkfodproud
#equalopportunities #awardwinningfirm
Happy #PrideMonth!
PKF O’Connor Davies is proud to support our LGBTQ+ team members and their communities. We celebrate you and stand committed to advancing equality and inclusion.
#KnowGreaterOpportunity #WeAreProud #FutureIsInclusive #PrideMonth2021 #inclusion #pkfod
We appreciate all that you do today and every day!
#AdministrativeProfessionalsDay #ThankYouAdmins #pkfod
Today we come together to recognize the social, economic, cultural and political achievements of women worldwide. To honor International Women's Day, we #ChooseToChallenge and will be celebrating #IWD with a virtual spotlight event that recognizes the outstanding contributions and achievements of women across our Firm.
When we #ChooseToChallenge, we are choosing to challenge society and create change. With change comes growth, and if we want a stronger society, we will have to challenge change. Choosing to challenge requires us all to call out the gender bias and inequality when we see it taking place. It's about acknowledging women's achievements and helping create a more inclusive world. Let’s all create a better world together and #ChooseToChallenge.
#IWD2021 #WomensEquality #SeeHer #WomensDay
#InternationalWomensDay #GenderEquality #diversity #DiversityandInclusion #leadership #WomeninBusiness #pkfod
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PKF Global Family
Proudly part of the PKF global family. Our network of independent member firms collaborate openly and move rapidly to open up your world to confidence, capability and growth.
