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
PKF O’Connor Davies Appoints Thomas Blaney to Regional Head of New England
December 6, 2019
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax, and advisory firms, announced today it has appointed Thomas Blaney to Regional Head of New England.
Three Threats That Can Harm a Cannabis Business: Cyberattacks, Fraud and Non-Compliance
December 5, 2019
Board members and company executives know the importance of preserving an organization’s reputation and taking action to safeguard it from threats.
Opportunity Zone Funds: Time Sensitive Planning
December 5, 2019
After a somewhat slow start after enactment of the Tax Cuts and Jobs Act (TCJA) late in 2017, investment into Opportunity Zone Funds has grown from a trickle into a torrent.
Here We Go Again: Proposed Private Foundation Excise Tax Simplification Act of 2019
November 20, 2019
In recent weeks, a bill was introduced in the House of Representatives entitled Private Foundation Excise Tax Simplification Act of 2019 (the Bill).
PKF O’Connor Davies Hires Steven J. Eller as Partner
November 13, 2019
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory firms, announced today it has hired Steven […]
Cyber Roundup – November 2019
November 11, 2019
Although October was designated by the U.S. Department of Homeland Security as National Cybersecurity Awareness Month, that didn’t stop any of the cybercriminals last month from doing what they do best – key logging, ransoming, hacking, phishing, etc.
2020 Cost of Living Adjustments
November 6, 2019
Plan sponsors should review the cost of living adjustments (COLAs) to determine what, if any, changes need to be communicated to employees by means of orientation meetings and enrollment forms.
Charitable Contribution Substantiation Requirements
November 6, 2019
It is not uncommon for family offices and individual tax clients to create best practices related to various types of tax preparation support and document retention.
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
12th Annual Private Foundations Executive Symposium
Please join us for a breakfast meeting and discussion to gain insights from industry experts and for networking with your […]
New York and Tri-State Taxation Conference
Steven J. Eller, Partner, will be chairing and presenting at the New York Tri-State Taxation Conference, Wednesday, December 11, 2019. His […]
990-PF Tax Seminar
Christopher Petermann, partner, will be presenting on the Form 990-PF at Exponent Philanthropy’s 990-PF Tax Seminar in Houston, TX. This […]
Tax Controversies: Curtailing Legal Risks and Issues in 2020
David Gannaway will be a key speaker in a Knowledge Group webcast – Tax Controversies: Curtailing Legal Risks and Issues […]
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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Our Firm is honored to announce that Thomas Blaney has been appointed to Regional Head of New England. In his new role, Tom will be responsible for financial and operational oversight of all of our New England offices while leading our strategic growth initiative and expansion plans from Stamford, CT, to Boston. See the full announcement: www.pkfod.com/insights/pkf-oconnor-davies-appoints-thomas-blaney-to-regional-head-of-new-england/
In this edition of The Value Series, Raymond Jones, Sr., Partner, shares his insights on the challenges organizations may face when it comes to garnering funding to remain at their current status, and best practices for fundraising. See the full video: www.pkfod.com/media/value-series/#video-o9cNOfBRk9s
California recently enacted the California Consumer Privacy Act of 2018 that will become effective 1/1/20. This Act gives residents affirmative privacy rights and enables legal action by its citizens, rather than following current privacy rules. Read the full blog post to learn more: www.pkfod.com/blog/privacy-laws-for-funds-and-service-providers
Visit our website to learn more about our Firm’s investment monitoring and oversight capabilities: www.pkfod.com/services/family-office/investment-monitoring-and-oversight/
Thank you to Joe Ali of PKF O'Connor Davies, LLP for wearing the hat on #GivingTuesday
Your deep commitment to the mission of Volunteer New York! gives us the means to get so much more done together! Thank you!
#bridge2give lohud
Join Thomas Blaney and Christopher Petermann, Co-Directors of Foundation Services, as they host this breakfast meeting and discuss what’s to come in 2020 in terms of employee benefit changes and implementing enterprise risk management. Register: www.pkfod.com/events/12th-annual-private-foundations-executive-symposium/
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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.
