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
Findings on Reviews of Restated 403(b) Plans
April 18, 2019
Our Employee Benefits Services Group (EBSG) has expended a lot of time reviewing restated 403(b) plan documents that record keepers, third party administrators, or other plan document preparers have provided to plan sponsors to review.
PKF O’Connor Davies Listed in Vault Accounting 50 List of Top Accounting Employers in North America
April 16, 2019
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory firms, announced today it has once again been named to the Vault Accounting 50, a ranking of the 50 best accounting employers to work for in North America.
Cyber Roundup – April 2019
April 11, 2019
The weaponization ─ and subsequent monetization ─ of electronic data is clearly on display in this our second anniversary edition of Cyber Roundup.
Establishment of Teachers’ Retirement Contribution Reserve Fund
April 5, 2019
The recently enacted 2019-20 New York State Budget amended Section 6-R of the General Municipal Law.
Business Owners: What Risks To Ponder Before Selling
April 1, 2019
Many business owners share the same dream: one that begins with a simple knock on the door. They open it to encounter a well-funded buyer presenting an extravagant, unsolicited offer to buy their company.
FASB Updates Guidance on Art and Other Treasured Collections
April 1, 2019
The Financial Accounting Standards Board (FASB) recently issued Accounting Standards Update (ASU) 2019-03, Updating the Definition of Collections.
PKF O’Connor Davies Introduces “Dress for Your Day” Employee Benefit
March 26, 2019
New York, NY (March 26, 2019) – PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory […]
Accounting and Reporting – 8 Best Practices for Investment Advisors
March 26, 2019
The investment advisory business continues to grow more challenging. These best practices are designed to help your organization improve its accounting and reporting functions, mitigate risk, strengthen internal controls and safeguard client assets.
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
NJAIS Finance Officers’ Conference
Robert Cordero, partner, will be exhibiting at the NJAIS Finance Officers’ Conference in Red Bank, NJ. Stop by our exhibit booth […]
The Plan Sponsor University’s (TPSU) Half-day Fiduciary Training Program
Louis F. LiBrandi, principal with PKF O’Connor Davies’ Employee Benefit Services Group, will be presenting at The Plan Sponsor University’s […]
New Jersey – Executive Forum for Not-for-Profit Organizations
Join us for a complimentary breakfast forum designed to update CEOs, CFOs, controllers, audit committee and board members of not-for-profit […]
Opportunity Zones: A Socially Responsible Investment In Our Community
Join Stewart Grubman, partner with PKF O’Connor Davies’ Affordable Housing practice, who will keynote an informative lunch session on Socially […]
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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The plan document reviews of 403(b) changes conducted by our Employee Benefits Services Group have determined errors in several and varying circumstances, such as relevant dates and carryover provisions. Read the full article on our website: www.pkfod.com/insights/findings-on-reviews-of-restated-403b-plans/
Join Matthew McCrosson and Elizabeth Gousse as they present “Financial Health-Mission Health” at the Not-for-Profit Leadership Summit. While there, visit our Firm’s booth to learn more about our not-for-profit services. Register for the event: www.pkfod.com/events/not-for-profit-leadership-summit/
Whether your financial goals surround your organization or your personal affairs, our advisors offer a wide range of services to help you reach new financial milestones. Visit our website for our full list of services: www.pkfod.com/
#KnowGreaterValue #TrustedAdvisors
Our Public Sector practice will be participating at the Association of School Business Officials’ Financial Management, Audit and Accounting Workshop. Marc Callinan and Catherine Rapfogel will be presenting “Auditing Federal Grants”. Register: bit.ly/2InoO3x
Visit our website to learn more about our Dark Web Monitoring Services and how to protect yourself from data breaches and mobile attacks: www.pkfod.com/Services/Advisory-Services/Dark-Web-Monitoring-Services
#KnowGreaterValue #DarkWebMonitoring
During the Employee Ownership Conference last week, John Vitucci, Principal and ESOP Practice Leader, shared ways to potentially improve an ESOP company’s cash flow during his presentation, “ESOP Sustainability: A Unique Solution for Solving Your Repurchase Obligation”.
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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.
