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The Results Are in!
OUTLOOK 2021
27TH Annual Long Island
Economic Survey and Opinion PollAccess survey results focused on the Long Island economy,
business trends and 2021 forecast. -
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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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?
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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
New Department of State Filing Requirements for NYS Nonprofit Organizations
May 11, 2021
Earlier this year, proposed regulations were passed as part of the NY Executive Law, potentially requiring charities to file up to three additional reports with the NYS Department of State. Effective January 1, 2021, charitable organizations that are required to file an annual financial report, the CHAR 500, with the NYS Attorney General’s Charities Bureau under Article 7-A will also be required to file an additional annual financial report online.
PKF O’Connor Davies Family Office Awarded ‘Best Accountancy Advisor’ and ‘Best Family Office Management Consultancy’ at Family Wealth Report Awards 2021
May 11, 2021
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax, and advisory firms, announced today that PKF O’Connor Davies Family Office (PKFOD FO) was named “Best Accountancy Advisor” and “Best Family Office Management Consultancy” at the Family Wealth Report Awards 2021.
Webinar Replay: 2021 SEC Examination Priorities
May 7, 2021
Our financial services industry leaders explore 2021 examination priorities and best practices for investment adviser and broker-dealer compliance readiness. Webinar Link […]
What Are Retirement Plan Documents?
May 4, 2021
The purpose of this article is to provide information as to the designated term “plan documents” as it used in many legal and statutory situations and as frequently requested by auditors performing a financial statement review, regulatory examination, during an RFP process, due diligence, etc.
Cybersecurity Guidance for Retirement Plans
May 4, 2021
For the first time, the Department of Labor (DOL), through its Employee Benefits Security Administration (EBSA), is offering guidance to plan sponsors, fiduciaries, record keepers and other service providers, as well as plan participants, on maintaining cybersecurity.
Defined Contribution Plan Restatements Must Be Completed by July 31, 2022
May 4, 2021
The Internal Revenue Service (IRS) announced that employers who sponsor defined contribution retirement plans through the adoption of an IRS pre-approved plan document will have until July 31, 2022 to adopt a new pre-approved plan document.
Doing Business in the U.S.
May 3, 2021
This guide covers an array of topics relative to conducting commercial enterprises, including forms of business organization, federal and local taxation and incentive matters, as well as reporting requirements for resident and non-resident aliens and so much more.
GASB No. 84 and 97 – Fiduciary Activities, Component Unit Criteria and 457 Plans
April 27, 2021
Government Accounting Standards Board (GASB) Statement No. 84, issued in January 2017, turned out to be a sleeper standard.
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
Live Webinar: Creating an Investment Strategy in an Uncertain World
Join us for our next Financial Intelligence webinar which will explore the importance of financial planning in making investment decisions […]
Mergers & Acquisitions Virtual Summit
Following a steep decline in Q2 2020, mergers and acquisitions increased by 84% making Q4 2020 one of the strongest […]
CNJG Virtual Spring Conference for the Social Sector: The Future of Work and the Role of Philanthropy
Join Scott Brown, Tania Miranda and Jonathan Runfola of PKF O’Connor Davies’ Private Foundation practice at the CNJG Virtual Spring […]
NYGFOA Northeast Virtual Seminar – COVID Relief Funds: Process, Procedures, Regulatory Compliance, Accounting and Reporting
Join David Gannon and Susan Barossi, partners with PKF O’Connor Davies’ Public Sector group, and Michael Considine and Robert Kurucza, […]
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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For the first time, the Department of Labor (DOL), through its #EmployeeBenefits Security Administration, is offering guidance to plan sponsors, fiduciaries, record keepers and other service providers, as well as plan participants, on maintaining #cybersecurity.
With more than 140 million Americans participating in an employer-sponsored retirement plan, the need to address #CyberRisk has never been greater!
Learn more: www.pkfod.com/insights/cybersecurity-guidance-for-retirement-plans/
This exclusive #virtual summit is less than one week away! Join us for an inside perspective on the opportunities ahead and learn key industry insights, tax updates, and an M&A overview.
Register today: www.pkfod.com/events/mergers-acquisitions-virtual-summit/
#MergersandAcquisitions #MA #TaxConsiderations
Our next #FinancialIntelligence webinar will be extremely lucrative for those seeking to understand the importance of #FinancialPlanning in making investment decisions and strategies to consider in today’s environment.
Bruce Desrosiers will moderate the webinar and Alan S. Kufeld will serve as a featured speaker along with Scott Tasch and Gregory Slater with Altium Wealth.
Register: www.pkfod.com/events/live-webinar-creating-an-investment-strategy-in-an-uncertain-world/
We are so excited to share that our Family Office was named “Best Accountancy Advisor” and “Best Family Office Management Consultancy” at the Family Wealth Report Awards 2021! Family Office also received a commendation in the “Outsourcing/Business Process Outsourcing” category.
Thank you, Family Wealth Report, for this great honor and congratulations to all other award recipients!
See the full announcement: www.pkfod.com/insights/pkf-oconnor-davies-family-office-awarded-best-accountancy-advisor-and-best...
You won’t want to miss this informative discussion on the expected future and growth of #Cannabis on the East Coast and how it could impact the market!
Our specialists, Jeffrey Gittler and Noam Hirschberger, will be joined by Robert DiPisa and Marc Press with Cole Schotz P.C. as moderators and hosts.
Register: www.pkfod.com/events/panel-discussion-the-east-coast-the-new-frontier-in-cannabis/
Earlier this year, proposed regulations were passed as part of the #NYExecutiveLaw, potentially requiring #charities to file up to three additional reports with the #NYS Department of State.
Our specialists, Tracy Cai and Melissa Modelson, have provided a detailed outline of the new reports and next actionable steps.
Learn more: www.pkfod.com/insights/new-department-of-state-filing-requirements-for-nys-nonprofit-organizations/
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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.
