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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
Direct Charitable Activities ‒ Beyond Grantmaking
April 19, 2021
Private foundations are generally known for their grantmaking programs.
The Employee Retention Credit Q&A
April 16, 2021
By now, many businesses have become aware of the Employee Retention Credit (ERC) that it was enacted as part of the CARES Act but initially considered an afterthought.
IRS Revised Priority Guidance: Employee Plan Examinations and Compliance Initiatives
April 14, 2021
The Tax Exempt & Government Entities (TE/GE) Division of the IRS recently released their 2021 Program Letter outlining the priorities for their compliance program initiatives for the year.
SPACs – Investor Risk Considerations, the “Dos,” the “Don’ts” and the Disclosures
April 14, 2021
In today’s capital markets, Special Purpose Acquisition Companies (SPACs) are a popular way for privately held companies to raise capital and provide liquidity to founders and executives.
NYS Budget Bill Includes Increased Corporate and Personal Income Tax Rates and a New Pass-Through Entity Tax
April 12, 2021
The New York State legislature and Governor Cuomo last week agreed on a budget for the year.
Cyber Roundup – April 2021
April 7, 2021
It may be that numbers don’t lie, but in the cyber world they sure can engender trepidation. Cybercrime is constantly on the rise and is expected to be $6 trillion in 2021.
Municipal Budgeting During the Pandemic
April 1, 2021
The pandemic has been difficult on everyone, both individuals and businesses. We see it in the news on a daily basis.
2021 Focus Areas of the SEC Division of Examinations
March 31, 2021
The U.S. Securities and Exchange Commission’s (SEC) Division of Examinations (the Division) ‒ formerly, the Office of Compliance Inspections and Examinations ‒ recently published its 2021 Examination Priorities.
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 and Wealth Transfer Strategies in Today’s Environment
Join us for our next Financial Intelligence webinar which will explore the importance of estate planning and key issues and […]
New York State Marijuana Regulation and Taxation Act: What CPAs Need to Know Webcast
Join Jeffrey Gittler, Partner and Co-Head of PKF O’Connor Davies’ Cannabis Practice, for a virtual NYSSCPA Cannabis Industry Committee webcast […]
NJBIZ 2021 Digi-Tech Innovator Awards
Join us at the NJBIZ 2021 Digi-Tech Innovators Award program honoring Thomas DeMayo, Principal, in celebration of his influence in […]
Live Webinar for Accountants on ESOPs
Join us for a comprehensive review of employee stock ownership plans (ESOPs) and building an effective succession planning and exit […]
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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#PrivateEquity groups, professionals working extensively with M&A and owners contemplating a sale or acquisition will benefit from this exploration of current and projected activity, valuations, strategies, timing and tax considerations. Our specialists, along with Peter Stern from Audax Group, will discuss industry insights, debt market overview, the #COVID impact, and more.
Register today: www.pkfod.com/events/mergers-acquisitions-virtual-summit/
If you are a professional within the #PrivateEquity, Venture and #HedgeFunds, or #FamilyOffice sectors, you will greatly benefit from this #LiveWebinar.
Our industry leaders, in collaboration with those from Duff & Phelps, will explore 2021 examination priorities and best practices for investment adviser and broker-dealer compliance readiness.
Register today: www.pkfod.com/events/live-webinar-2021-sec-examination-priorities/
The IRS recently released their 2021 Program Letter outlining the priorities for their compliance program initiatives for the year. Our specialists have compiled a list of “quick hits” you must know regarding timely information on #EmployeeBenefitPlans.
Learn more: www.pkfod.com/insights/irs-revised-priority-guidance-employee-plan-examinations-and-compliance-in...
If you are seeking guidance on #ESOP structuring and accounting, economic, tax, and estate planning, or raising capital for transaction and business expansion, you will want to attend this #LiveWebinar next week.
Featured speakers include Timothy Desmond and John Vitucci with PKF O’Connor Davies, Peter Abrahamson with ESOP Structuring Specialists, Inc., Ashley Sarokhan with Capital One, David Pardys with Holland & Knight, Alison Smith with Principal Financial Group, and Gerry Spitzer with UBS.
Register: www.pkfod.com/events/live-webinar-for-accountants-on-esops/
In today’s capital markets, #SPACs are an extremely popular way for privately held companies to raise capital and provide liquidity to founders and executives. If you are considering a SPAC investment, this article, written by our specialists along with those from Duff & Phelps, will be beneficial for you.
Learn more: www.pkfod.com/insights/spacs-investor-risk-considerations-the-dos-the-donts-and-the-disclosures/
If you work or have an interest in the #Cannabis industry, this New York State Society of CPAs Foundation for Accounting Education course is for you as New York is expected to become one of the largest markets for legal cannabis in the country! Our specialist and co-leader of our Cannabis Practice, Jeffrey Gittler, will be moderating the #webinar.
Event speakers include Christopher Doyle, Patrick Hines, Kinsey O'Brien, and Melissa Subjeck with Hodgson Russ LLP, and Jack O'Donnell with O'Donnell & Associates.
Register today: cpe.nysscpa.org/product/32663
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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.
