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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
Self-Dealing – IRS Temporarily Halts Certain 4941(d) Rulings
September 24, 2021
The Internal Revenue Service (IRS) issued on September 3, 2021 Revenue Procedure 2021-40 (2021-40), which stated that the IRS will place a temporary halt on issuing letter rulings or determination letters in relation to whether certain transactions are self-dealing within the meaning of Section 4941(d) of the Internal Revenue Code (the Code).
Webinar Replay: The Outlook for Equities and Proposed Tax Increases Targeting Investments
September 23, 2021
In this webinar, our experts discuss investing in this phase of the “COVID economy,” as well as how to navigate […]
Webinar Replay: Best Practices in Grantee Due Diligence
September 22, 2021
For most foundations, grantmaking is a major expenditure, which quite often can be very substantial. For this reason, it is […]
Webinar Replay: M&A Due Diligence – New Insights and Best Practices
September 21, 2021
For those considering buying, selling or investing in a business, performing due diligence and securing a sound quality of earnings […]
Ethan Nadelmann Joins PKF O’Connor Davies as Cannabis Practice Consultant
September 20, 2021
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax, and advisory firms, today announced that Ethan Nadelmann has agreed to serve as a Consultant to the Firm’s Cannabis practice.
Independent and Religious Schools: Reminder of IRS Requirements on Publicizing Racial Nondiscriminatory Policy
September 17, 2021
The IRS issued Revenue Ruling 71-1447 in 1971, which stated that racial discrimination in education is contrary to public policy.
Cyber Roundup – September 2021
September 16, 2021
While analyzing critical issues to explore in each issue of Cyber Roundup and working with our clients on their cyber challenges, I am continually astonished at the schemes bad actors conceive of to disrupt business, the economy and people’s everyday activities.
International Activities Conducted by Tax-Exempt Organizations, Center of Attention at the Internal Revenue Service
September 14, 2021
International activities conducted by tax-exempt organizations have been a high-focus area for decades.
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
HFTP 2021 Annual Convention: Keeping Current With Tax Law, An Update for Clubs
Geoffrey Benedict, CPA, CGMA and Kerri Rawcliffe, CPA will be presenting “Keeping Current With Tax Law, An Update for Clubs” […]
bbcon 2021 Virtual
Chris Petermann and Tom Blaney, partners, will be presenting “Private Foundation IRS Requirements & Accounting Practices” at the bbcon 2021 Virtual Conference. […]
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 […]
Live Webinar: Checking In On Trends for the Hospitality Industry
Now, 20 months after the onset of the pandemic, it’s important to assess how the hospitality industry fared and what […]
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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Chris Petermann and Tom Blaney will be presenting “Private Foundation IRS Requirements & Accounting Practices” at the bbcon 2021 Virtual Conference. This session will focus on the history of the 990PF, along with key items to focus on when reviewing the form, common mistakes made when preparing it and potential future changes to the document. Register here: bit.ly/3CpniWK
#philinathropy #nonprofits #990pf #foundations
Please join us for a dynamic panelist discussion with leading financial, M&A and legal advisors who will share insights on evaluating market opportunity and how to position your company for a successful sale. Register here: bit.ly/3CxxvQR
#mergersandacquisitions #businessowners Farrell Fritz, P.C. HIA-LI
Join us in celebrating #HispanicHeritageMonth with a spotlight on our team member Lethicha Perez.
Lethicha is part of our Information Technology Team and is based in our Harrison NY office. Originally from the Dominican Republic, she is a graduate of Baruch College in NYC. Lethicha joined PKF O’Connor Davies in 2018 during an #internship and is currently an IT Support Coordinator. Her passion for learning new technologies and helping others with IT issues are one of the best parts of her job.
In her spare time, Lethicha likes to exercise, ride her bike and go hiking. She also loves to travel to the Dominican Republic and explore different places with her family and friends. Lethicha’s favorite things to do back home are going to the beach and eating Dominican food. It is very important for her to preserve
the values, roots and culture of her country.
Lethicha is an asset to our Firm and a pleasure to have on our team!
We are proud to announce that Ethan Nadelmann has agreed to serve as a Consultant to the Firm’s Cannabis practice. Dubbed “the real drug czar” by Rolling Stone, Nadelmann is widely regarded as the foremost proponent of drug policy reform in the United States and around the world. His consulting role supplements the Firm’s proven #valuation, #tax, #accounting, and #businessadvisoryservices with decades of extensive, in-depth industry knowledge to provide clients holistic support that addresses all aspects of their cannabis and CBD ventures. Read the press release here: bit.ly/3hSEMTq
#cannabis #cannabisindustry
While analyzing critical issues to explore in each issue of Cyber Roundup and working with our clients on their cyber challenges, I am continually astonished at the schemes bad actors conceive of to disrupt business, the economy and people’s everyday activities. We have a powerful opportunity to add value by supporting our clients and providing them with the knowledge and guidance to confront cyber evil. Read more: bit.ly/3nIF6bd
#cybersecurity #cyberattacks
Geoffrey Benedict and Kerri Rawcliffe will be presenting “Keeping Current With Tax Law, An Update for Clubs” at the HFTP (Hospitality Financial & Technology Professionals) 2021 Annual Convention.
During this session, attendees will get an overview of the current and upcoming #gaap pronouncements and #taxlaw. The presenters will provide guidance and examples on how to best implement these changes. Register here: bit.ly/3EnMsa2
#hospitality #technology #hospitalityindustry #hospitalitymanagement
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