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KNOW GREATER SUPPORT
FOR RESILIENCE AND RECOVERYOur support helps you maintain the resilience to manage the issues transforming today’s economy and business world – and prepare for reopening, rebuilding and recovery.
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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?
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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 Consulting Firm
Serving New York, New Jersey, Connecticut, Maryland and Rhode Island
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
IRS Wealth Squad Announces New Audit Campaign for High-Net-Worth Taxpayers
July 9, 2020
With the IRS moratorium on new audits set to expire on July 15, the IRS Large Business and International (LB&I) Division Commissioner, Douglas O’Donnell, announced the first significant initiative after the moratorium: examinations of several hundred high-net-worth individuals, with a focus on their ownership of partnerships, trusts and other pass-through entities, as well as their involvement with their own private foundations and international holdings.
The IRS has not identified what it considers
PKF O’Connor Davies Promotes Geoffrey Benedict to Co-Lead Partner of Private Clubs Practice
July 8, 2020
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax, and advisory firms, announced today it has promoted Geoffrey […]
Cyber Roundup – July 2020
July 8, 2020
The last bulleted news item in this month’s Roundup speaks to a breach resulting from password mismanagement.
PKF O’Connor Davies Hires Bruce Desrosiers as Tax Partner
July 7, 2020
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory firms, announced today it has hired Bruce […]
Form 941 Deadline Approaching: There Is Still Time for Not-for-Profits to Take Advantage of Payroll Tax Relief
July 2, 2020
With the second quarter employment tax return filing date approaching, it is not too late for not-for-profit organizations to explore their eligibility for the Employee Retention Tax Credit (ERTC) and/or the Employer Payroll Tax Deferral provisions under the Coronavirus Aid, Relief, and Economic Security (CARES) Act.
IRS May Not Provide Additional Assistance to Foreign Travelers Affected by COVID-19
July 1, 2020
One of the more difficult tax issues caused by the COVID-19 pandemic has been how to determine the tax residence of individuals who are stuck in a country because of travel restrictions, as well as the businesses that employ them.
IRS Will Not Extend July 15 Filing Deadline
June 30, 2020
If you were hoping the IRS would further extend the July 15 deadline for individual and business tax filings because of the continued COVID-19 pandemic…you’re out of luck.
IRS Announces New Audit Initiative for Private Foundations
June 30, 2020
With its People First Initiative set to expire July 15, 2020, the Internal Revenue Service (IRS) has announced a new audit initiative that targets private foundations.
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
HVEDC Back-to-Business Webinar – Payroll Protection Program
Join Alan Marks, Bruce Blasnik and Ron DeSoiza in a Hudson Valley Economic Development Corporation (HVEDC) Back-to-Business webinar covering the […]
Webinar: Building an Effective Succession Planning and Exit Strategy for Construction Industry Owners and Executives
This session will help construction company owners and executives understand the proper planning to build an effective exit and succession […]
Value Series on Business Strategy Webinar: Success and Risk Management Strategies for the Pandemic Era
Join us for a direct, bracing, and informative panel discussion covering new business strategies and operational practices in the pandemic […]
Long Island Virtual Fiduciary Summit – Retirement Plan Road Show
Timothy Desmond and Ashley Mayer with PKF O’Connor Davies’ Employee Benefits Services Group will be featured speakers at the 2020 […]
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
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With the IRS moratorium on new audits set to expire on July 15, the IRS Large Business and International Division Commissioner, Douglas O’Donnell, announced the first significant initiative after the moratorium.
See the full article for a breakdown of this campaign: www.pkfod.com/insights/irs-wealth-squad-announces-new-audit-campaign-for-high-net-worth-taxpayers/
We are proud to announce Geoffrey Benedict has been promoted to Co-Lead Partner of the Firm’s Private Clubs practice! Geoffrey joins current practice leader, Ned McCrory, in sharing leadership responsibilities for the group.
See the full announcement: www.pkfod.com/insights/pkf-oconnor-davies-promotes-geoffrey-benedict-to-co-lead-partner-of-privat...
From a ransomware attack in Alabama that cost $300,000 to recover the impacted systems, to a $5 billion class action lawsuit filed against Google, June 2020 was no stranger to cybersecurity threats.
See the full Roundup: www.pkfod.com/insights/cyber-roundup-july-2020/
Our firm is thankful for Leticia Antunes, girlfriend of Mario Rocha, Audit Associate. Leticia is a Doctor of Physical Therapy at RWJ University Hospital Somerset and also works per diem at Morristown Medical Center. Thank you, Leticia!
#rwjbh #RWJSomerset #thankyoudoctors #ThankYouHealthHeroes
We invite you to join our financial services and cybersecurity practice leaders for our latest Value Series webinar to discover the issues key to improving your business’ privacy and safety.
Register for the event: www.pkfod.com/events/value-series-on-cybersecurity-how-to-manage-todays-cybersecurity-and-technol...
We are proud to announce that our Firm has hired Bruce Desrosiers to serve as Partner in our tax practice. Bruce has 25 years of experience helping clients navigate complex tax challenges and has expertise in the areas of estates and trusts, income tax compliance, and estate administration!
See the full announcement: www.pkfod.com/insights/pkf-oconnor-davies-hires-bruce-desrosiers-as-tax-partner/
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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.
