A Full-Service Certified Public Accounting and Advisory Firm
Serving New York, New Jersey, Connecticut, Maryland, Massachusetts, Florida, and Rhode Island
PKF O’Connor Davies is a new breed of accounting and advisory firm that holds itself to a higher standard — adding value in everything we do. With our unwavering client focus, we unlock genuine value at key connection points in every engagement. As a result, our clients Know Greater Service. They Know Greater Connections. They Know Greater Value.
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
ASC 842 – Insights on the Lease Accounting Standard
November 28, 2022
Non-public calendar year entities are required to adopt Accounting Standards Codification 842, Leases (ASC 842).
PKF Investment Banking Welcomes Daniel Potton
November 18, 2022
PKF Investment Banking (PKFIB), the investment banking affiliate of PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory firms, today announced the hiring of Daniel Potton as Director.
Webinar Replay: Trends in the Architectural & Engineering Industry – Driving Tomorrow’s Decisions
November 17, 2022
With detailed analyses of key financial benchmarks, our annual studies include key performance indicators and operational measurements that help firms […]
Webinar Replay: Not-For-Profit Executive Forum
November 17, 2022
Watch this Zoom recording of our Not-for-Profit Executive Forum designed to help not-for-profit organizations identify and manage operational and personnel […]
Environmental, Social, and Governance (ESG) Models for Private Foundations
November 17, 2022
With the ever-increasing focus on an organization’s impact and overall performance – be it within a commercial or philanthropic environment ‒ Environmental, Social, and Governance (ESG) models have become one of the foremost ways to assess an organization beyond the existing traditional reporting frameworks.
Cyber Roundup – November 2022
November 16, 2022
To minimize your risk of downloading and installing a malicious app, while not foolproof, here are a few things you can do to protect yourself. Read more.
Obtaining Premium Value for Your Company
November 15, 2022
A strong financial profile is one aspect to achieving premium value for your business. Read more.
PKF O’Connor Davies’ Joseph Ali Wins ‘2022 Young Professional in Family Wealth Award’
November 15, 2022
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory firms, is proud to announce that Joseph Ali, a Partner in the Firm’s Private Foundations practice, is the recipient of a “2022 Young Professional in Family Wealth Award.”
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
Greater New York Dental Meeting (GNYDM)
David Goodman will be will be exhibiting at the Greater New York Dental Meeting (GNYDM) from Sunday, November 27th – […]
Webinar: Performing Due Diligence for Mergers and Acquisitions: Assessing Risks and Earnings, Identifying Deal Breakers
Jonathan Moore and Victor Pena with the Firm’s Transaction and Financial Advisory Services practice will be presenting a webinar on “Performing Due Diligence for […]
Advanced Finance Leadership: Change Management
Roman Z. Matatov, Senior Manager with PKF O’Connor Davies’ Business Solutions industry practice, will be presenting, “Advanced Finance Leadership: Change […]
New York and Tri-State Taxation Conference Webcast
Steven Jay Eller will be presenting an update on Pass-Through Entity Taxes at the New York State Society of CPAs […]
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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We are excited to be a sponsor during two sessions at the NYSHFA-NYSCAL Fall Education Conference on December 6 and December 7 in Albany, New York. What’s more, Partner Dorothea Russo with the Firm’s Health Care practice will be participating at the conference.
So don’t miss the chance to chat with Dorothea and be sure to catch the two sessions “Legal Update Panel,” scheduled for December 6 at 10:45 am to 12:15 pm, and the “National Update” scheduled for December 7 at 10:15 am to 11:15 am.
Register Here and Download the Fall Conference Brochure: bit.ly/3GFAMD3
Learn More About Our Health Care Practice: bit.ly/3DOy7oW
#PKFOD #healthcare #education #cpa #accounting
Partners Samuel Botta and Matt Orrell will be speaking at the NYSSCPA’s Real Estate & Construction Contractors Conference on Thursday, December 1. This conference is jam-packed with pertinent and timely topics ranging from compliance, regulations and recent tax updates and is eligible for 8.0 CPE credit hours with the NYSSCPA.
Matt will present during the ESG Discussion Panel from 9:30 am to 10:20 am on the increasing significance of ESG initiatives for companies, regulators and investors.
Samuel will be speaking in the Real Estate Track Co-ops & Condos Technical Session from 1:15 pm to 1:40 pm on topics specific to co-ops and condominiums, such as how to read financial statements and recent FANNIE MAE and FREDDIE MAC regulations on co-op and condo loans.
Register Here: bit.ly/3Ou2ZP4
Learn More About Our Services to the Real Estate Industry: bit.ly/3foSzTx
#PKFOD #realestate #construction #contractors #ESG #cpa
The Accounting Series is gearing up for great sessions in December! With partner Quadel, we will be bringing you two unique virtual training opportunities.
December's courses are all about HUD. CFOs, CPAs, financial managers, finance accounting staff, development team members, Federal, state and local government officials should take advantage of this comprehensive training designed to give you the knowledge and tools to conduct fully compliant audits of HUD-assisted properties and understand the layering of Low-Income Housing Tax Credit (LIHTC) Properties.
CPE Credit (up to 8 hours) and non-CPE Credit registrations are available.
Day 1:
HUD-Assisted Properties: Update and Tools
Wednesday, December 7 from 9:00 am to 1:00 pm
Day 2:
HUD-Assisted & LIHTC Deals: Compliance Issues
Thursday, December 8 from 9:00 am to 1:00 pm
Instructors:
Stewart Grubman, CPA, Partner, PKF O’Connor Davies
Maggi Penrod, COS, C17P, Manager, PKF O’Connor Davies
Paul Collins, Senior Trainer, Quadel Consulting & Training
Register Now: bit.ly/3tPqzMU
#PKFOD #HUD #housing #accounting #cpa
Today we would like to share our deep appreciation for you and for all those in the PKF O'Connor Davies family. We wish you a holiday filled with gratitude!
#PKFOD #Thanksgiving #positivelypkfod
Tom’s November edition of Cyber Roundup is live!
What are cybercriminals up to? Get Tom's insight on cybercrimes ranging from refund fraud, Killnet attacks on airport services, cyberattacks on Meta and more.
Read All of Tom’s Takeaways for November's cyberthreats: bit.ly/3ERIGrR
Learn More About Our Cybersecurity and Privacy Advisory: bit.ly/3RcUYh7
#PKFOD #cyber #cybersecurity #cyberthreat #accounting
Dentists: It’s not too late to register for this year’s Greater New York Dental Meeting!
Join Partner and Dental Practice Leader David Goodman as he shares the latest thinking on practice management during the “Practice Acquisition: First Office to Multi-Locations” seminar. Get tips during this engaging seminar on how to identify when to purchase your first practice, insight into the acquisition process and how to develop your success plan.
Be sure to stop by exhibit booth #2505 and say hello to David and our dental practice professionals. Plus, get early access with a QR code to download your copy of the 2022 Edition of Dental Practices by the Numbers!
Register Here: bit.ly/3Tfkljn
#PKFOD #dentists #dentalpractices #dentalcpa #accounting #cpa
Instagram
Today we come together to recognize the social, economic, cultural and political achievements of women worldwide. To honor International Women's Day, we #ChooseToChallenge and will be celebrating #IWD with a virtual spotlight event that recognizes the outstanding contributions and achievements of women across our Firm.
When we #ChooseToChallenge, we are choosing to challenge society and create change. With change comes growth, and if we want a stronger society, we will have to challenge change. Choosing to challenge requires us all to call out the gender bias and inequality when we see it taking place. It's about acknowledging women's achievements and helping create a more inclusive world. Let’s all create a better world together and #ChooseToChallenge.
#IWD2021 #WomensEquality #SeeHer #WomensDay
#InternationalWomensDay #GenderEquality #diversity #DiversityandInclusion #leadership #WomeninBusiness #pkfod
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.
