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PKF O’CONNOR DAVIES AND DGC JOIN FORCES
The New England firm, and regional market leader advising businesses and high-net-worth individuals and families, joins the Firm as DGC, a division of PKF O’Connor Davies.
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PKF O’CONNOR DAVIES WELCOMES
LB GOODMAN & CO.Effective January 1, 2022, the new partnership will deepen the Firm’s Dental, Nonprofit, Manufacturing and Business Solutions practice offerings, among others.
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
PKF O’Connor Davies Hires Harley Aronoff as Partner
January 14, 2022
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory firms, today announced that it has hired Harley Aronoff to serve as Partner, PCAOB Quality Assurance Leader.
Taking Your Fund Private: Is it Time to Transition your Fund to a Private Family Office?
January 12, 2022
An increasing number of investment fund managers are deciding to return outside investor capital and turn their focus to their family wealth … as well as their personal lives.
Rhode Island Announces New Estate Tax Forms and Filing Thresholds
January 10, 2022
Prior to January 1, 2022, residents and non-residents of Rhode Island filed either RI Form 100 or Form 100A to report the value of estates at date of death and any related tax amounts that were due.
PKF O’Connor Davies Appoints Truphena Martin Diversity, Equity and Inclusion Manager
December 23, 2021
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory firms, is pleased to announce the appointment of Truphena Martin to the position of Diversity, Equity and Inclusion (DE&I) Manager effective January 1, 2022.
Another Step Ahead – Family Office Newsletter
December 17, 2021
December 2021As we continue to collaborate with contributing experts, we take another step forward to help our Family Office clients succeed […]
IRS Issues Guidance Regarding Tax-Exempt LLCs
December 15, 2021
The Notice defines the current standards a Limited Liability Company (LLC) must satisfy to receive an IRS determination letter and be recognized as tax-exempt under section 501(a) of the Internal Revenue Code (IRC) and as described in section 501(c)(3).
Responding to Calls for Catholic College and University Endowments to “Care for Our Common Home”
December 14, 2021
Catholic colleges and universities are increasingly divesting from fossil fuels as part of their efforts to put into action Pope Francis’ encyclical on care for creation, “Laudato Si’, on Care for Our Common Home.”
Cyber Roundup – December 2021
December 13, 2021
At the height of the cheesecake holiday season, there’s a cream cheese shortage. Who would have thought it was due to a cyber-incident?
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
Yankee Dental Congress 2022
DGC, a division of PKF O’Connor Davies based in Boston, will be exhibiting at the Yankee Dental Congress, January 27 […]
NYSSCPA 2022 International Taxation Conference – Exploring Changes to Compliance
Helga M. Trocha, CPA, Tax Supervisor and chair of the NYSSCPA International Committee, will be opening and chairing the NYSSCPA […]
Live Webinar: Selling Your Company in Today’s M&A Market
Today’s economy offers a trio of favorable conditions for mergers and acquisitions: a strong stock market, low interest rates and […]
ACEC New York Winter Conference
Joseph Ferreira and Thomas Ruggiero will be sponsoring and exhibiting at the ACEC New York Conference in Albany, New York […]
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
“Even though we face the difficulties of today and tomorrow, I still have a dream.” – Martin Luther King, Jr.
#mlkday2022
Join us for a live panelist discussion with leading M&A, financial, and legal advisors. Jonathan Moore and Robert Murphy will be joined by Drent Shields and David O’Sullivan to speak on topics including common deal killers, current valuation multiples, and the surge in M&A activity. Register here: bit.ly/3I2LkcX
#finance #accounting #M&A
We are proud to announce that Harley Aronoff will join the firm as Partner and #PCAOB Quality Assurance Leader. His hiring is part of the Firm’s ongoing talent acquisition strategy aimed at driving growth by bolstering key practice areas with recognized industry leaders.
“Harley’s extensive experience, including his many years as a PCAOB inspector, arms him with unique knowledge of the regulatory landscape that will serve him, the Firm and our clients well as he takes on this new role,” said John Haslbauer, CPA, Partner.
Welcome to the Team, Harley!
Read the full press release here: bit.ly/3FmY2l7
to key estate tax forms. Beginning January 1, 2022, Form RI-706 will replace Form RI-100A and Form RI-100 for all Rhode Island estate tax filings. To learn more about the new form, read more here: bit.ly/3qjVsry
#accounting #accountingandaccountants #estateplanning
Join us and Capital Markets Advisors LLC for a timely reporting and accounting update on the American Rescue Plan Act (ARPA). Our leading experts will share their insights on legislative updates relating to State, Local, Tribal, and Territorial Fiscal Recovery, Infrastructure and Disaster Relief Flexibility Act. Key topics will include:
- January 31st Reporting Requirement for Entitlement Units.
- April 30th Reporting Requirement for Non-Entitlement Units
- Accounting Requirements for all Municipalities Receiving ARPA Funding
Register here: bit.ly/3eY6tbK
#accounting #advisory #accountingandaccountants
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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.
