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
Defining Disqualified Persons of Private Foundations
May 22, 2019
Recently, we received certain inquiries on the definition of “disqualified persons” at a foundation. In connection therewith, we hope this bulletin will serve as a reference defining a disqualified person and helping to ensure that self-dealing at the private foundation does not occur.
Post the TCJA: Lifetime Gifting
May 20, 2019
As part of the extensive changes made by the Tax Cuts and Jobs Act (TCJA), often overlooked are the increased lifetime gift, estate and generation-skipping transfer (GST) tax exemptions.
Reviewing and Updating the Fiscal Policies and Procedures Manual
May 14, 2019
By Gus Saliba, CPA, Partner A charter school’s Fiscal Policies and Procedures Manual (FPPM) provides management and the board of trustees […]
PKF O’Connor Davies Welcomes Hodulik & Morrison, PA
May 10, 2019
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory firms, announced today that Hodulik & Morrison, PA, an accounting and auditing firm based in Highland Park, NJ, has joined the Firm.
Cyber Roundup – May 2019
May 8, 2019
Imagine if your organization were subjected to any one of the cyber infiltrations reported in this month’s Cyber Roundup.
R&D Tax Credit: Court Emphasizes Need to Document Project Qualifications
May 6, 2019
Claiming the federal research tax credit is easier and more beneficial than ever. Federal law and IRS regulatory changes have made that so.
PKF O’Connor Davies Announces New Practice Area Specializing in the Cannabis Industry
May 1, 2019
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory firms, announced today that Noam Hirschberger will serve as the leader of the Firm’s new practice area focused on the rapidly expanding cannabis industry.
PKF O’Connor Davies Hires Christopher P. McPhee as Chief Information Officer
April 30, 2019
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory firms, announced today it has hired Christopher P. McPhee to serve as Chief Information Officer.
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
NYSCMA Annual Conference
Alan Kassay and Jeffrey Shaver, Partners with PKF O’Connor Davies’ Public Sector practice, will be exhibiting and presenting “A Manager’s […]
The Power of the Brand
Noam Hirschberger, Director and leader of PKF O’Connor Davies’ Cannabis practice will be exhibiting at “The Power of the Brand” hosted […]
ASBO Education Summit & Expo
Nicholas DeSantis, Scott Oling, Susan Barossi, Christopher Kopf, and Rob Daniele, Partners with PKF O’Connor Davies’ Public Sector practice will […]
NJASBO Annual Conference
Dave Gannon, Partner, and Thomas DeMayo, Principal, Cyber Risk Management, will be presenting on June 5th at the NJASBO 57th […]
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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Visit our website to see our full list of services we provide to our clients in the Life Sciences sector: www.pkfod.com/industries/life-sciences/
With respect to a private foundation, the definition of “disqualified persons” can often be unclear. Knowing who disqualified persons are is in the best interest of all associated with the private foundation. See the full article for these guidelines: www.pkfod.com/insights/defining-disqualified-persons-of-private-foundations/
Our Firm participated in Feeding Westchester’s 11th Annual Golden Scoop competition, in which teams compete to pack the most food for hungry neighbors in the community within one hour. Our Firm came in second place!
Whether you are an experienced professional or just starting out, launching your career at a top-tier accounting and advisory firm positions you to serve some of the world’s most respected clients. Visit our Careers page for all current opportunities: www.pkfod.com/careers/
As part of the extensive changes made by the Tax Cuts and Jobs Act, often overlooked are the increased lifetime gift, estate and generation-skipping transfer tax exemptions. See the full article to learn how the TCJA impacts lifetime gifting: www.pkfod.com/insights/post-the-tcja-lifetime-gifting/
Join Noam Hirschberger, Director of our Cannabis practice, as he exhibits at “The Power of the Brand” hosted by CannaGather next week. Visit our booth to learn more about our professional services to the Cannabis industry. Register for the event: www.pkfod.com/events/the-power-of-the-brand/
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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.
