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PKF O'Connor Davies PKF O’Connor Davies is a top-tier accounting, tax and advisory practice with a long history of serving domestic and international clients.

PKF O’Connor Davies is a top-tier accounting, tax and advisory practice with a long history of serving domestic and international clients. “Know Greater Value” speaks to the confidence and guidance that our clients realize when they work with us. It reinforces our commitment to delivering the highest levels of value, expertise and service in everything we do. Our clients Know Greater Connections, Know Greater Insights and Know Greater Value. For more information, please visit pkfod.com

Join PKF O’Connor Davies on Wednesday, November 18, 2026, from 8:15–11:00 a.m. at The Yale Club of New York City for a f...
10/19/2026

Join PKF O’Connor Davies on Wednesday, November 18, 2026, from 8:15–11:00 a.m. at The Yale Club of New York City for a forward-looking discussion on the trends, risks and opportunities shaping the consumer goods industry.

Featuring:
• Gabriel G. Lengua, CPA, PKF O’Connor Davies
• Michael Ruggiero, CPA, PKF O’Connor Davies
• Eric Skae, Carbone Fine Food
• Oliver Olah, Nixon Peabody
• Nate Collins, CEPA®, CFP®, Raymond James

The program will cover the consumer goods market and M&A outlook, AI, tariffs and cross-border considerations, exit readiness and liquidity planning, along with a closer look at building the Carbone brand and the challenges and opportunities shaping the food industry.

👉 Register here: https://bit.ly/4yTxaW2

For New Jersey municipalities, preparing for the 2027 budget cycle comes with growing financial challenges. Rising healt...
10/18/2026

For New Jersey municipalities, preparing for the 2027 budget cycle comes with growing financial challenges. Rising health benefit costs, limited property tax revenue growth and increasing infrastructure needs are placing additional pressure on local government budgets.

In her latest article, Amy S. Perrone, CPA, RMA, CMFO, PSA, Director, highlights five key considerations for municipal leaders as they begin planning for 2027, including rising health benefit expenses, the loss of temporary funding, property tax limitations, deferred infrastructure maintenance and cybersecurity investments.

Taking a proactive approach to multi-year budget forecasting can help municipalities identify financial risks, manage competing priorities and make informed decisions that support long-term fiscal stability.

Read more: https://bit.ly/4ihfgXC

Real estate value is shaped by decisions made throughout the entire investment lifecycle — from acquisition and developm...
10/16/2026

Real estate value is shaped by decisions made throughout the entire investment lifecycle — from acquisition and development to ownership and exit.

Join PKF O’Connor Davies on Thursday, November 12 in Fort Lauderdale for an in-person Knowledge Share bringing together perspectives across real estate tax, law and cost segregation.

Herman R. Lipkis, JD, Justin Warren, CPA, and Sumit Sharma, CCSP, ASA, alongside moderator Eric P. Gelb, CPA, MBA, will discuss tax-efficient acquisitions and structuring, cost segregation and capital improvements, financing, South Florida market considerations and exit planning.

Register today: https://bit.ly/3VmfVOI

What’s next for broker-dealers as technology and regulatory expectations continue to evolve?Join PKF O’Connor Davies on ...
10/16/2026

What’s next for broker-dealers as technology and regulatory expectations continue to evolve?

Join PKF O’Connor Davies on October 26 for our Broker-Dealer Symposium in Chicago. Industry leaders will discuss AI, tokenized securities and the developments firms should be watching as they plan for the future.

Hosted by:
Don Melody, PKF O’Connor Davies
Victor Peña, PKF O’Connor Davies

Moderated by:
Stephen Murphy, Integrated Compliance Consulting

Navigating the New Regulatory Landscape – Broker-Dealer Hot Topics
Featuring:
• Mark Borrelli, Huntington Capital Markets
• Jeff Levine, Mesirow Financial
• Jay Gettenberg, ACI
• Elizabeth Kettler, Stout
• Elin Cherry, Copper Markets

AI Enterprise Risk Management and SEC Rule 17(h)
Featuring:
• Marina Baranovsky, Scitus Consulting
• Nicolette Denney, TZ Clear

Tokenization of Securities: Is the Next Capital Markets Revolution Finally Here?
Featuring:
• Junnette Alayo, Galaxy Digital
• Chris Meyers, ACI
• Don Melody, PKF O’Connor Davies
• Betsy Voter, Michael Best
• Sarah Riddell, K&L Gates

📅 Monday, October 26, 2026
📍 Michael Best | 444 W Lake Street, 23rd Floor, Chicago
⏰ 1:00–5:30 p.m.

Register today: https://bit.ly/3Tmme3T

For taxpayers facing an unexpected estimated tax shortfall, making a year-end catch-up payment may not be enough to avoi...
10/15/2026

For taxpayers facing an unexpected estimated tax shortfall, making a year-end catch-up payment may not be enough to avoid underpayment penalties. Understanding how tax payment timing and withholding rules work can make a difference.

In her latest article, Julie De Los Angeles, CPA, Director, explains how additional federal income tax withholding from wages or retirement distributions may help reduce or eliminate estimated tax underpayment penalties, along with key considerations for reviewing projected tax liabilities and adjusting withholding before year-end.

Taking a proactive approach to year-end tax planning can help taxpayers address potential shortfalls, minimize penalties and better prepare for their tax obligations.

Read more: https://bit.ly/476TCiD

Join us on Thursday, November 12, 2026, from 1:00–2:30 p.m. for the second session of our 3rd Annual Private Business Ow...
10/15/2026

Join us on Thursday, November 12, 2026, from 1:00–2:30 p.m. for the second session of our 3rd Annual Private Business Owners Succession Academy, hosted by Cynthia Adams Harrison, Ed.D., LICSW, Managing Director, Center for Private Business Owners.

This virtual session will focus on the next steps in building a successful transition, including developing a timeline and navigating the tax, legal, estate planning, financing and communication considerations that can shape the process.

👉 Register here: https://bit.ly/46oSlTK

Private equity investment can create new opportunities for accounting firms, but navigating the changes that follow a de...
10/14/2026

Private equity investment can create new opportunities for accounting firms, but navigating the changes that follow a deal requires a thoughtful approach to growth, governance and firm culture.

On November 18, our Chief Executive Officer, Kevin J. Keane, will share his perspective at the Accounting Today PE Summit 2026 in Chicago as part of a panel discussion titled “Life After the Deal – Operating Under PE Ownership.”

Joining fellow industry leaders, Kevin will discuss how private equity investment shapes firm operations, including evolving expectations around performance, budgeting, decision-making and accountability, while maintaining a strong culture and commitment to client service.

Learn more: https://bit.ly/4yWlAJS

Stay informed with actionable tax, accounting and business insights from PKF O’Connor Davies’ specialists through our ne...
10/14/2026

Stay informed with actionable tax, accounting and business insights from PKF O’Connor Davies’ specialists through our newsletter, Know Greater Insights.

Subscribe on Substack to receive timely perspectives and practical guidance delivered straight to your inbox in an easy-to-read format.

Subscribe here: https://bit.ly/4jh9FRV

For co-op, condo and homeowners association (HOA) boards, effective reserve planning is essential to maintaining long-te...
10/13/2026

For co-op, condo and homeowners association (HOA) boards, effective reserve planning is essential to maintaining long-term property stability, managing cash flow and preparing for unexpected expenses.

In his latest article, Samuel Botta, CPA, Partner, shares seven best practices for strengthening reserve strategies, including incorporating reserve contributions into annual budgets, distinguishing between operating and replacement reserves, evaluating funding needs and aligning investment policies with future capital projects.

Taking a proactive approach to reserve planning can help boards manage financial obligations, reduce reliance on unexpected assessments and make informed decisions that support both property values and owners' long-term interests.

Read more: https://bit.ly/3Ukb14p

PKF O’Connor Davies will be at the 2026 Annual Nonprofit Conference hosted by the Connecticut Community Nonprofit Allian...
10/13/2026

PKF O’Connor Davies will be at the 2026 Annual Nonprofit Conference hosted by the Connecticut Community Nonprofit Alliance on Tuesday, October 27, 2026, at the Connecticut Convention Center in Hartford.

Be sure to stop by our exhibit booth to meet Jennifer Bull and Julia Eisenhaur and learn more about how our Not-for-Profit team helps organizations strengthen financial reporting, governance, compliance and long-term sustainability.

👉 Register here: https://bit.ly/3ScIlcu

Address

500 Mamaroneck Avenue
Harrison, NY
10528

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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+19143818900

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