PKF O'Connor Davies Accountants and Advisors
PKF O'Connor Davies Accountants and Advisors

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PKF O’Connor Davies Adopts AI-Enabled DAS Suite Powered by Caseware Verity, and Joins the Caseware Agentic Pioneer Program
October 8, 2026

As AI continues to reshape the future of assurance, PKF O’Connor Davies is taking an active role in advancing how emerging technology is responsibly integrated into the audit profession.

Zebulun Egbert Joins PKF O’Connor Davies as Managing Director in Business Development
September 30, 2026

PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that Zebulun Egbert has joined the organization as Managing Director within its Business Development team.

PKF O’Connor Davies Releases 22nd Annual Architectural and Engineering Studies at Inaugural Mid-Atlantic A&E Summit
September 28, 2026

PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices announced the release of its 22nd annual Architectural and Engineering Studies at the organization’s inaugural Mid-Atlantic A&E Summit, held at the Pyramid Club in Philadelphia.

Mark Goldschmitt Joins PKF O’Connor Davies as Partner in Commercial Tax Practice
September 15, 2026

PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that Mark Goldschmitt, CPA, has joined the organization as Partner in its Commercial Tax practice.

Daniel Pannone Joins PKF O’Connor Davies as Managing Director in Transaction Advisory Services Practice
August 12, 2026

PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that Daniel Pannone, CPA, CFE, has joined the organization as Managing Director in its Transaction Advisory Services practice.

Seven Best Practices to Build a Better Relationship with Your Audit Firm
July 29, 2026

Changes will likely occur at your NFP, outside the routine audit, that could have an impact on your financial reporting.

Anthony DelValle Joins PKF O’Connor Davies as Partner in Real Estate Tax Practice
July 23, 2026

PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that Anthony DelValle, CPA, has joined the organization as Partner in its Real Estate Tax practice.

PKF O’Connor Davies Welcomes Denisse Moderski as Partner in State and Local Tax Practice
July 21, 2026

PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that Denisse Moderski, CPA, has joined the organization as a Partner in its State and Local Tax (SALT) practice.

Thomas Lemon Joins PKF O’Connor Davies as Partner in Commercial Tax Practice
July 10, 2026

PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that Thomas R. Lemon, CPA, has joined the organization as partner in its Commercial Tax practice.

New Middletown Office Location
July 6, 2026

Effective June 29, 2026, PKF O’Connor Davies’ Middletown office will relocate to: 85 Crystal Run Road, Suite 310 Middletown, NY 10941

PKF O’Connor Davies and FoundationMark Host Private Foundations Event on Growth, Investment Trends and Operational Performance
June 24, 2026

PKF O’Connor Davies, one of the nation’s leading accounting, tax and advisory practices, recently hosted a private foundations event in collaboration with FoundationMark titled “The Data Behind the Dollars: Measuring What Matters to Foundations.”

10 Tidbits to Simplify the Complexities of Private Foundation Compliance
June 10, 2026

We’re pleased to share the article, Top 10 Tidbits for Private Foundations, recently published by Philanthropy Roundtable.

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