A Full-Service Certified Public Accounting and Consulting Firm
Serving New York, New Jersey, Connecticut and Maryland
PKF O’Connor Davies is a new breed of accounting and advisory firm that holds itself to a higher standard – going beyond passive value calculation to active value creation. If you look at PKF O’Connor Davies, they may look like many other firms but we know it’s not what you provide that defines you, it’s how you provide it and who delivers it that makes all the difference.
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
Changes: 2018 Form 5500 Annual Return/Report
February 11, 2019
Many of you are now gathering the necessary information to prepare your organization’s employee benefit plan(s) IRS Form 550, Annual Return/Report for 2018.
PKF Worldwide Tax Update
February 8, 2019
If you or your business have global connections, you will want to access the first quarter 2019 edition of the PKF Worldwide Tax Update. It is a compendium of notable tax changes from around the world, each followed by the commentary of PKF international tax professionals.
2018 M&A Survey Results
February 8, 2019
Well, the results of our annual M&A survey are in and there are some interesting things to note.
Cyber Roundup – February 2019
February 7, 2019
So, you’ve been lucky so far. Neither you nor your business has been compromised by cyber crime. Maybe Shakespeare’s warning [which basically applies to most life circumstances] can be your guide.
PKF O’Connor Davies Welcomes Batchelor, Frechette, McCrory, Michael & Company
February 6, 2019
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory firms, announced today that Batchelor, Frechette, McCrory, Michael & Co. (BFMM), an accounting, consulting and financial services firm based in Providence, RI, has joined the Firm.
A Limited Scope Audit Could Save Time and Money — Does Your Plan Qualify?
February 5, 2019
Commonly, employee benefit plans with more than 100 participants — in accordance with the Employee Retirement Income Security Act of 1974 (ERISA) — are required to be audited.
IRS Determination Letter Update and Other Guidance from the IRS
January 29, 2019
In the beginning of every year, the Internal Revenue Service (IRS) updates and restates its revenue procedures governing the processes for applying for letter rulings, determination letters, and other guidance regarding employee benefit plans.
SEC OCIE 2019 Examination Priorities
January 28, 2019
The U.S. Securities and Exchange Commission (SEC), through the Office of Compliance Inspections and Examinations (OCIE), has issued its 2019 Examination Priorities.
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
Association of Towns Training and Annual Meeting
PKF O’Connor Davies’ Public Sector practice will be exhibiting at the Association of Towns Training and Annual Meeting from February […]
What to Look for in a Nonprofit’s Financial Statement
Christopher Petermann and Scott Brown, Partners of PKF O’Connor Davies’ Private Foundation Practice, will be presenting at Philanthropy New York’s […]
General Audit Management Conference 2019
The Risk Advisory Services Group of PKF O’Connor Davies to exhibit March 11 – 13, 2019
Looking at the 990 Part 1 of 2
Christopher Petermann and Scott Brown, Partners of PKF O’Connor Davies’ Private Foundation Practice, will be presenting at the Philanthropy New […]
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
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Visit our website to learn more about our Dark Web Monitoring Services and how to protect yourself from data breaches: hubs.ly/H0gx81r0
#KnowGreaterValue #DarkWebMonitoring #DataBreaches
Our Employee Benefit Services team compiled a list of changes from the prior year Form to the 2018 Form to assist in preparing returns. See the full article for an overview of what you can expect from these new documents: hubs.ly/H0gBb-m0
#KnowGreaterValue #EmployeeBenefitServices
“The best and most beautiful things in this world cannot be seen or even heard, but must be felt with the heart.”
-Helen Keller
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#KnowGreaterValue #ValentinesDay
If you or your business have global connections, reviewing the first quarter edition of the PKF Worldwide Tax Update will benefit you greatly. To learn more about international tax matters, contact one of our many trusted tax advisors. Read the full article here: hubs.ly/H0gyBxw0
#KnowGreaterValue #WorldwideTaxUpdate
David Gannaway, Principal with PKF O’Connor Davies’ Forensic, Litigation and Valuation Services practice, will be presenting an overview of the most significant 2019 US Tax Reforms in a live webinar tomorrow. Registration is free, courtesy of PKF O’Connor Davies. Register now: hubs.ly/H0gx64N0
#KnowGreaterValue #TaxControversies
The results of our annual M&A survey have arrived and they share insights and projections for the upcoming year. The results of each question will be discussed in further detail during our annual M&A Summit this May. Visit our website to see results: www.pkfod.com/insights/2018-ma-survey/
#KnowGreaterValue #MASurveyResults
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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.
Welcome to Our New Website
We are pleased to welcome you to our new website, redesigned to enhance the ease and speed with which you discover the many services, insights and benefits we deliver.