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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? -
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 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
Webinar Replay: Private Club Symposium
June 30, 2022
Watch this webinar for an insightful exploration of key issues facing today’s private club industry. Our specialists discussed a range […]
New Connecticut Apprenticeship Tax Credit
June 29, 2022
To assist Connecticut manufacturers more broadly in obtaining and training a qualified workforce, Connecticut recently expanded its Apprenticeship Tax Credit (ATC) to include S corporations, partnerships and limited liability companies (pass-through entities).
Equity and Inclusion Strategic Plan, Urban Redevelopment Authority of Pittsburgh (URA)
June 29, 2022
Katherine Patanaude, Senior Manager, considered the equity and inclusion policies and procedures of the City of Pittsburgh’s Urban and Redevelopment Authority (URA) as reported by an outside agency.
Reviewing and Updating Your Gift Acceptance Policy
June 28, 2022
Over the past several years, there have been many changes in the not-for-profit world, including the types of assets that donors are contributing to organizations.
PKF O’Connor Davies Welcomes Gary W. Higgins as Partner
June 28, 2022
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory firms, today announced that it has hired Gary Higgins as Partner.
Cyber Roundup – June 2022
June 21, 2022
You will see below a variety of cyber-criminal pursuits that occurred in a short period including business e-mail compromises, ransomware activity demanding payoffs and malware attacks along with others.
Interest Tracing Rules Can Unlock Tax Benefits
June 14, 2022
When a taxpayer borrows funds, the deductibility of the related interest expense is determined by how the loan proceeds are ultimately used and not how the loan proceeds are collateralized. These are often referred to as the interest tracing rules.
PKF O’Connor Davies Launches Latin America Desk
June 9, 2022
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory firms, today announced that it has launched a Latin America Desk.
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: Estate Planning – Managing and Preserving Your Assets
Join us for a special dual perspective on estate and trust planning co-hosted by PKF O’Connor Davies and Jacobowitz and […]
Profit and Purpose ’22 – The WCA Sustainable Business Conference
Matt Orrell will be a panelist in the Plenary Session, “The Journey: Moving to the Sustainable Enterprise” at the WCA […]
A/E Growth & Ownership Strategies Conference
Dave Sullivan will be speaking at the A/E Growth & Ownership Strategies Conference on A/E Tax Strategies – Thursday, November […]
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
Is it Happy Hour yet?
It is for our Private Foundation team! The group and some of our interns met in NYC this week to get to know one another better and to catch up on more than just business. A great time was had by all, and we were definitely reminded of what a wonderful, vibrant team we have at PKFOD!
#PKFOD #privatefoundation #cpa #accounting
Have questions about maximizing your exit strategy? Need the latest updates on rules that affect your retirement?
Then join us for this exclusive webinar on estate and trust planning co-hosted by PKFOD and Jacobowitz and Gubits. This webinar will offer a special dual perspective, covering tax and legal aspects of planning for your estate, the pros and cons of various trust structures, new power of attorney rules, Medicaid Asset Protection Trusts, Multi-generational planning and much, much more!
Hosts and Featured Speakers:
Bonnie Orr, CPA, Partner, PKF O’Connor Davies
Michael Wagner, Esq., Partner, Jacobowitz and Gubits
Register Here: bit.ly/3OopSCQ
#PKFOD #estateplanning #trusts #assets #cpa
Well, it looks like we have a home run!
Esteemed colleague and Partner-in-Charge of Financial Services Marc Rinaldi authored a very timely article published by Family Wealth Report, “How to Interface Digital Assets with the Family Office.” It’s garnered a lot of attention—with almost 70,000 views on Family Wealth Report, WealthBriefing and WealthBriefingAsia combined.
In case you missed it, Marc’s top-notch thought leadership brings attention to why digital assets are an increasing and important consideration for ultra-high-net-worth individuals and their family offices. The article also highlights taxation, regulatory and investment matters, as well as how digital assets are changing finance – from investing and transacting to raising capital.
Read Marc’s Article Here: bit.ly/3JCHdoa
#PKFOD #wealthmanagement #taxes #cpa #accounting #familyoffice
We are thrilled to announce Gary Higgins as Partner in the Firm’s Public Sector practice.
Gary is an accomplished industry leader with decades of experience in audit and accounting support services to governmental and not-for-profit entities. As one of New Jersey’s most trusted audit experts, Gary’s top-tier talent extends to building lasting client relationships and working collaboratively with municipalities and school districts.
His comprehensive experience and unwavering dedication to the public sector is an exciting addition to the Firm. Welcome, Gary!
Read More: bit.ly/3nlK6ku
#PKFOD #publicsector #accounting #cpa
We all love a little swag...especially when it promotes sustainability!
To help with the summertime heat - and to promote the Firm's focus on ESG initiatives - employees received these reusable tumblers to keep the environmental impact of our daily actions top of mind. ESG (Environment, Social and Governance), Sustainability and Impact Optimization within the Firm supports monitoring our environmental footprint, promoting global health and strengthening societies.
Learn More About ESG Here: bit.ly/3HQyBva
#PKFOD #ESG #sustainability #impactoptimization
Curious about what cyber-criminals have been up to this month?
Tom's Cyber Roundup is back with the latest trends in criminal pursuits and how they have negatively impacted business. Understand how your email can be compromised or what kind of ransomeware activity and malware attacks could be looming to target your business. More importantly, get Tom's expert actions to keep you safe, secure and in the know!
Read Tom’s Takeaways Here: bit.ly/3zX4r7o
#PKFOD #cybersecurity #advisoryservices #cyberfraud
Instagram
Good wishes for new beginnings, good health, happiness and prosperity this #Diwali
We’re Hiring!! Audit, Tax, Advisory at every level! #remoteworking #nowhiring #pkfod #awardwinningteam #greatplacetowork2021
We’re hiring in every niche practice group, at every level! #pkfod #remotework #bestplacetowork #awardwinningfirm
Various AUDIT, TAX & ADVISORY opportunities open throughout our New York, New Jersey, Connecticut, Maryland & Rhode Island offices. Apply now at https://lnkd.in/gG3mamf
#nowhiring #remoteworking #greatculture #pkfod #pkfodproud
#equalopportunities #awardwinningfirm
Happy #PrideMonth!
PKF O’Connor Davies is proud to support our LGBTQ+ team members and their communities. We celebrate you and stand committed to advancing equality and inclusion.
#KnowGreaterOpportunity #WeAreProud #FutureIsInclusive #PrideMonth2021 #inclusion #pkfod
We appreciate all that you do today and every day!
#AdministrativeProfessionalsDay #ThankYouAdmins #pkfod
Today we come together to recognize the social, economic, cultural and political achievements of women worldwide. To honor International Women's Day, we #ChooseToChallenge and will be celebrating #IWD with a virtual spotlight event that recognizes the outstanding contributions and achievements of women across our Firm.
When we #ChooseToChallenge, we are choosing to challenge society and create change. With change comes growth, and if we want a stronger society, we will have to challenge change. Choosing to challenge requires us all to call out the gender bias and inequality when we see it taking place. It's about acknowledging women's achievements and helping create a more inclusive world. Let’s all create a better world together and #ChooseToChallenge.
#IWD2021 #WomensEquality #SeeHer #WomensDay
#InternationalWomensDay #GenderEquality #diversity #DiversityandInclusion #leadership #WomeninBusiness #pkfod
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.
