Alan S. Kufeld
Partner, PKF O'Connor Davies Advisory LLC
"We provide our clients and their families with the proper accounting infrastructure and tax minimization strategies so they can focus on their business while creating wealth that lasts multiple generations."
Alan Kufeld is a tax partner at PKF O’Connor Davies and a financial services advisor who helps clients navigate wealth preservation, tax-efficient planning and multi-generational strategies. With extensive experience serving hedge funds, private equity firms, family offices, executives, athletes, entertainers and ultra-high-net-worth families, he combines technical precision and practical insight in every client relationship. He advises clients on complex tax matters while delivering thoughtful, long-term planning solutions tailored to their goals.
His expertise spans income tax planning, estate and gift tax strategy, charitable planning, management company accounting, compliance, audit defense and multi-generational wealth preservation.
Alan recently co-authored an article examining estate tax planning opportunities created by the One Big Beautiful Bill Act (OBBBA), including strategies related to carried interest transfers, valuation discounts and multi-generational trust planning. His work highlights how fund managers may leverage favorable valuation environments and advanced estate planning techniques to minimize estate, gift and generation-skipping transfer tax exposure while strengthening long-term asset protection strategies for future generations.
Professional Affiliations and Civic Involvement
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of Certified Public Accountants (NYCPA)
- Member, Sports and Entertainment Committee
Accreditations
- Certified Public Accountant (New York)
Education
- Pace University, Master of Science degree in Taxation
- Brooklyn College, Bachelor of Science degree in Accounting