People

Joseph Bodan

Partner

Joseph Bodan

The experience and broad technical knowledge I've gained during the past 30 years allow me to provide beneficial tax-planning strategies that will help clients achieve both immediate and long-term financial goals.

Joseph R. Bodan is a Partner of the Firm and member of the Executive Tax Committee, providing quality control oversight for the entire tax department. He has 30 years of experience advising private equity/venture capital funds, high-net-worth individuals, and closely-held and emerging-growth companies in the broadcasting, real estate, manufacturing and distribution, shipping, technology, professional services, and venture capital industries. Joseph also acts as a merger and acquisition consultant.

A recognized industry expert, Joseph has considerable knowledge of international, choice of entity, initial structuring, state and local, equity compensation, succession planning and transactional tax matters. He also completed a concentrated corporate curriculum at the University of Chicago Graduate Business School, focusing on corporate strategy, operational efficiencies and organizational psychology.

Prior to joining PKF O’Connor Davies, Joseph spent more than 20 years working for national accounting firms and served as a partner-in-charge of the fifth largest firm in the United States. He has authored numerous articles on behalf of the accounting industry and is a frequent speaker at conferences regarding closely-held businesses.

Professional Affiliations & Civic Involvement

  • American Institute of Certified Public Accountants (AICPA)
    • Member, Tax Division
  • New York State Society of Certified Public Accountants (NYSSCPA)
    • Closely-Held and S-Corporation Committee
    • New York, Multistate and Local Taxation Committee
  • Pace University Alumni Mentor Program
  • Former treasurer, Westchester Hills Golf Club

Accreditations

  • Certified Public Accountant (New York)

Education