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
Synthetic FOB Destination Sales
February 19, 2019
Many manufacturers and distributors ship their goods using “free on board” (FOB) shipping point terms, where title legally transfers at the time of shipment.
Power Purchase Agreements — Navigating the Complex Accounting Landscape
February 18, 2019
As renewable energy technology continues to improve, it has become less expensive to purchase and increasingly popular.
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.
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
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
PEAK Grantmaking Conference
Thomas Blaney and Christopher Petermann, Co-Directors of PKF O’Connor Davies’ Philanthropic and Foundation Services, will be presenting “Private Foundation IRS […]
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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Preparing a gift tax return correctly is not an easy task and professionals who don’t prepare them with care can easily make a myriad of mistakes. See the full list of the most common errors our Firm has encountered and how you can prevent them: hubs.ly/H0gJGBs0
Lenore Sanchez is featured in this month’s issue of the NYSSCPA’s The Trusted Professional. See Page 16 for Lenore’s insights on achieving success in the accounting field post graduation: hubs.ly/H0gGSLv0
#KnowGreaterValue #TrustedAdvisors #WordsOfWisdom
PPAs can be complicated and present several accounting challenges when obtaining renewable energy. This newsletter outlines relevant factors for reader awareness: hubs.ly/H0gGSJH0
#KnowGreaterValue #RenewableEnergy #PowerPurchaseAgreements
Ann Buscaglia, Partner of our Firm, will be sharing her insights and knowledge on tax deductions, write-offs, and other vital financial matters that can greatly affect both your organization and you as an individual. RSVP to mprimavera@yorktownchamber.org to attend this complimentary event tomorrow evening.
In-depth experience with both for-profit and not-for-profit health care organizations equips our specialists to help navigate the transformations, technological challenges, and industry pressures facing the health care sector today. Visit our website to learn how our experts’ knowledge and insights can assist you: hubs.ly/H0gBCyK0
#KnowGreaterValue #HealthCarePractice #TrustedAdvisors
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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.