PKF O'Connor Davies

We are proud to announce that Christopher Petermann, CPA has been named to Forbes' inaugural list of “America’s Top 200 CPAs.” This recognition underscores Chris's leadership and our firm's commitment to providing greater value to our clients. “Chris has been instrumental in spearheading our growth and evolving our offerings,” said Kevin J. Keane, CPA. Please join us in congratulating Chris on this remarkable achievement. Read more: https://bit.ly/3xB9hs7 #PKFOD #KnowGreaterValue #TopCPA #Forbes

We were delighted to welcome Dr. Anirban Basu, Javier A. Baldor, and our very own Suma Chander to Boston for our 16th Annual A&E Summit. It was an enriching day, filled with stimulating discussions about the economy and how AI is revolutionizing business practices for the future. #PKFOD #KnowGreaterValue #architecture #engineering #accounting

Thank you to Jeff Meister, Co-Founder and Principal of Root16 Technology Consulting for the interesting and thought-provoking content shared with our Partners. His insights and expertise on the past, present and future of CRM and the importance of preparedness for change and adaptability in this evolving landscape were enlightening. We greatly appreciate the time and effort you invested in delivering such a comprehensive and engaging session. #PKFOD #KnowGreaterValue #PositivelyPKFOD #Accounting

As remote work continues to grow, managing personal devices for business use becomes crucial. In our latest article, Anna de Venoge, Rachel DiDio and Victor Peña, CPA, CGMA outline key strategies for broker-dealers and RIAs to ensure compliance with SEC regulations. Learn how to maintain data integrity and security in a BYOD environment. Discover best practices here: https://bit.ly/3Vykpy0 #PKFOD #KnowGreaterValue #FinancialServices #BYOD

On Tuesday, June 11th, the 3rd Cohort of PKF O'Connor Davies' Future Leaders Program completed their 18-month program in New York City. The graduates worked closely with Julie McPherson from The Rainmaker Companies, who gave them the tools to become effective leaders and learn how to continuously benefit from peer discussion and skill development. Congratulations to all! Recognized by their peers with special awards were: Geraldine Fernandez, CPA, MBA - Program Spirit Award Kerry Serritella, CPA - Program Team Award Roman Z. Matatov - MVP Award #PKFOD #PositivelyPKFOD #KnowGreaterValue

We are pleased to announce that the 2024/25 Worldwide Tax Guide is now available! Download your complimentary copy today to explore comprehensive tax and business regulations for over 150 countries and territories worldwide. This user-friendly Guide covers major taxes applicable, income determination, personal taxes and current treaty and non-treaty withholding tax rates. Download here: https://bit.ly/3VEzpdz #PKFOD #KnowGreaterValue #WorldwideTax

We're proud to announce that our team member, Joseph Maugeri, CPA, has been recognized on Long Island Business News' Emerging Leaders Under 30 list. This award honors young professionals who demonstrate significant accomplishments and a strong commitment to the Long Island community. We are proud to have you on our team, Joseph - congratulations! Read more: https://bit.ly/3xl4US9 #PKFOD #KnowGreaterValue #LIBNevents

IRS Update: Employee Retention Credit Handling Chris Migliaccio, shares the IRS's latest update on Employee Retention Credit (ERC) processing. With claims now categorized by risk level, businesses can expect rejections for high-risk claims and expedited processing for low-risk ones. Compliance work has saved taxpayers over two billion dollars, highlighting the importance of thorough claim review. Find out what this means for your business. Read more here: https://bit.ly/4eN1Fnk #PKFOD #KnowGreaterValue #ERC #TaxCompliance

PKF O’Connor Davies held its Partner meeting last week, exploring the transformative impact of AI on accounting. It was wonderful to reconnect with everyone at Mohegan Sun, Connecticut, for two days of insightful sessions and lively discussions. The collaboration and camaraderie truly highlight our commitment to providing greater value to our clients. #PKFOD #KnowGreaterValue #PositivelyPKFOD #Accounting

Partner Alexander K. Buchholz, CPA, MBA, CGMA will be speaking during the Not-for-Profit Organizations Conference hosted by the Connecticut Society of CPAs on June 27. His session, “Common Errors and Documentation Improvements on State and Federal Single Audits,” will cover key issues regarding common errors and documentation on state and federal single audits. Register: https://bit.ly/4b9LsWi #PKFOD #KnowGreaterValue #accounting