PKF O'Connor Davies

As the SEC outlines its 2025 Examination Priorities, it’s crucial for organizations to prepare for increased scrutiny on fiduciary obligations, emerging financial technologies and risk management practices. John ("Jay") T. Monaghan, CPA, Michael Stellwagen, CPA, Michael A. Provini, CPA, Rachel DiDio, Elisabeth O'Toole da Silva, CPA, CFF and Donald Melody, CPA, CFE break down what these priorities mean for your business. Get ready for what’s ahead. Learn more by reading the full article: https://bit.ly/4eJSRNw #PKFOD #KnowGreaterValue #SECExams #RiskManagement #FinancialServices

Can chocolate really prevent cavities? Discover the answer at our booth #2620 during the Greater New York Dental Meeting, which is only 4 days away! Join David J Goodman CPA, MST to explore our unique approach to enhancing dental practice performance. Learn how to: - Build stronger relationships with your team. - Communicate your value to the practice community. - Measure performance using key indicators. Stop by, download the 2024 Edition of "Dental Practices by the Numbers" and enjoy a complimentary chocolate bar. Register now: https://bit.ly/4dQaXwX #PKFOD #KnowGreaterValue #GNYDM #DentalPractice #CPE

Another inspiring story from our #ExchangeProgram! Nikhar Kapadia, CPA recently spent two months in the United States, splitting his time between our New York and Boston offices. During his visit, he connected with our teams, discussed ways to advance PKF O'Connor Davies India and discovered new perspectives on our shared goals. Beyond work, Nikhar explored the vibrant culture, architecture and history of the United States - making the most of his experience both professionally and personally. Take a look at a few of his pictures from the trip! #PKFODIndia #KnowGreaterValue #ExchangeProgram #GlobalCollaboration #ProfessionalGrowth

The tools forensic accountants use are evolving rapidly. In our latest article, Jon Klerowski, Brian McDonough, CPA, CFE and Bob Gaines, CISSP, CECI, CCFI, COSINT, CSFA explore how data analytics, digital forensics and data visualization are transforming fraud investigations. Discover how our team can help with modernizing your fraud-prevention efforts: https://bit.ly/4g0ho1R #PKFOD #KnowGreaterValue #FraudPrevention #ForensicAccounting #Technology

As the 2026 sunset for the Tax Cuts and Jobs Act exemption approaches, now is the time for thoughtful estate planning. Bhakti Shah and Laura Rodriguez share key strategies to help you navigate the changing landscape, from outright gifting to super-funding 529 plans and leveraging irrevocable trusts. Read the full article to learn more about planning opportunities: https://bit.ly/40MR870 #PKFOD #KnowGreaterValue #EstatePlanning #TaxLaw #GiftTax

We are thrilled to announce that Nkrumah Pierre, Partner in our Financial Services practice, has been named a recipient of the 2024 FUEL Men "Ones to Watch" Award. This recognition honors emerging leaders who make a positive impact in both their communities and industries. Nkrumah’s commitment to mentorship, networking and service continues to inspire future leaders and we are proud to have him on our team. Read more about Nkrumah's well-deserved recognition: https://bit.ly/4fEy9Ab #PKFOD #KnowGreaterValue #FUELMen #Leadership #FinancialServices

Join us next week at the 17th Annual Private Foundations Executive Symposium on December 5th! This in-person event will cover key issues impacting the private foundation sector, including: - The impact of the 2024 Election on philanthropy - Tax updates for private foundations and IRS focus areas - The role of Artificial Intelligence in philanthropy - Emerging cybersecurity threats Register now for in-person or virtual attendance: https://bit.ly/40SiY1R #PKFOD #KnowGreaterValue #PrivateFoundations #Philanthropy #CPE

If your entity received ARPA funds, be sure to note the December 31, 2024 funding-obligation deadline. In this article, Liz Gousse Ballotte and Umer Dangra detail the expanded use of funds, important deadlines and procurement compliance rules for municipalities. Ensure your entity stays compliant - read the full article here: https://bit.ly/3Zn4NAJ #PKFOD #KnowGreaterValue #ARPA #Compliance #Government

Mark your calendar for the NJCPA Nonprofit Conference on December 5th. Join Joseph Ali, CPA and Tania Miranda, CPA as they demystify “Form 990-PF Overview” during the second breakout session. Meanwhile, Alexander K. Buchholz, CPA, MBA, CGMA will tackle “Common Financial Statement Errors” in his session, providing vital insights for your practice. Secure your spot today: https://bit.ly/3AqGiZp #PKFOD #KnowGreaterValue #NJCPA2024 #Nonprofit #CPE

We are excited to announce that Steven Eller, CPA, JD will be speaking at the Tax Planning for Business Entities Conference. He will cover “Important Updates Regarding the NYS Pass Through Entity Tax (PTET) & The NJ Business Alternative Income Tax (BAIT),” providing essential information on recent tax legislation affecting business entities. Register today to secure your spot and earn 9 CPE credits: https://bit.ly/4fWNagh #PKFOD #KnowGreaterValue #TaxConference #BusinessEntities #CPE