Congratulations to Stephen E. Prostano, Partner and Head of Family Advisory Services (PKFOD FO), who has been honored by Family Wealth Report for his “Outstanding Contribution to Wealth Management Thought Leadership.”
This distinction is bestowed upon an innovator in the wealth management, multi-family office and global financial services industries. He has also received past industry-specific awards, including Family Wealth Report’s Leading Individual in the Multi-Family Office Industry Award and Private Asset Magazine’s Outstanding Contributor to the Wealth Management Industry Award.
Read More: bit.ly/3MtZari
#PKFOD #familyadvisory #wealthmanagment #familyoffice
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Hey, Westchester! We would be thrilled to have your vote.
All of us at PKF O'Connor Davies are honored to provide top-notch financial services to Westchester's business community. And, over the years we have watched it prosper and grow.
Your voice defintiely counts, so please vote today for Westchester Magazine's 914INC. Best of Business Award: Westchester's Best Accounting Firm.
It just takes a minute, and here's all the info you need:
Business Name: PKF O’Connor Davies, LLP
Town: Harrison, NY
Business Contact: Kevin J. Keane, Executive Chairman
Link to Vote Now: bit.ly/3w2FsMk
#PKFOD #accountingandaccountants #cpa
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We are thrilled to announce PKF O’Connor Davies Family Office (PKFOD FO) has received three industry awards for its top-notch solutions, innovation and commitment to excellence. The Private Asset Management (PAM) Awards 2022 has named PKFOD FO the “Best Business Consulting Firm for Family Offices.” The PAM Awards annually recognize top investment professionals, wealth advisors, legal firms, consultants and other key service providers in the private asset management space who demonstrate business growth, exceptional service and expertise, as well as a proactive approach to serving clients.
In addition, the Family Wealth Report Awards 2022 honored PKFOD FO with two awards. The “Best Accountancy Advisor” identifies consultants to family offices who provide the kind of accounting advice that makes a significant contribution to clients’ operations and overall success. The “Best Family Office Management Consultancy” award recognizes service providers’ expertise in the areas from strategy and operations to risk, technology, regulations, forensics and valuations. This distinction also highlights the many ways PKFOD FO has made a positive impact on its family office clients.
This continued success reinforces PKFOD FO’s leadership in the family office space and illustrates its dedication to continually improve products and services, bolster best practices and exceed client expectations. Congratulations to the team for these well-deserved honors!
Read More: bit.ly/3MtZari
#PKFOD #familyoffice #wealthmanagement
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Join us in celebrating #AsianPacificAmericanHeritageMonth honoring team member Christina Bhatta!
Christina is a Senior Associate in the Woburn, MA office and holds a Bachelor of Science degree in Accounting and Finance. She was born and raised in Nepal and came to the United States in 2011 as an international student to pursue her college education. After passing the CPA exam in New York she also earned her license in Massachusetts. Christina recalls how welcomed she felt when joining the Firm and how much she has learned from her colleagues. She is proud of the remarkable accomplishments that have helped to shape her career.
When celebrating Asian Pacific American Heritage Month, Christina reflects on her journey and life in Nepal and the importance of bringing awareness to her culture. She keeps her heritage near to her heart by cooking Nepalese food and taking part in the celebratory festivals within her community. Every two to three years, Christina looks forward to visiting her parents in Nepal. She believes in honoring Asian Pacific Americans by taking a closer look at the Asian culture as a whole and the diversity within its society.
Christina is fortunate enough to be able to give back to her community by donating to local food banks. In her spare time, she loves to travel the world, try various cuisines, and stay active by hiking.
We are honored to have Christina as part of our team!
#PKFOD #diversity #Team #accounting #accountantsandaccounting
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Questions about the current GST exemption to transfer wealth?
Then join us on June 7 for a live overview of current popular techniques for taking advantage of the high gift/generation-skipping tax (#GST) exemptions. Our specialists will share their expert view of the current landscape and review planning opportunities.
Moderator:
Joseph Parmegiani, JD, CPA, Senior Manager, Trust and Estate
Featured Speakers:
Christine G. Pronek, CPA, MST, Partner, Trust and Estate
Bhakti Shah, JD, CPA, Partner, Trust and Estate
David Silversmith, CPA, Senior Manager, Trust and Estate
Register Here: bit.ly/38jGUSV
#PKFOD #estateplanning #estates #trusts #taxexemptions #tax
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Want to learn more about our professional services for the cannabis industry? Then don’t miss the CWCBExpo New York June 2 to June 4, 2022!
Partners Jeffrey Gittler and Noam Hirschberger will be at our Exhibit Booth #313 to provide their expert knowledge and insight.
Register Here: bit.ly/3Fvexgt
#PKFOD #cannabis #professionalservices #accounting
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