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 @PKFOD]

More resources. More expertise. More opportunity.

Mike DeHaven shares how joining PKFOD has created lasting value for employees and clients alike.

Learn more: https://t.co/hqbCreM5xB

#PKFOD #KnowGreaterValue #Growth #Leadership

[PKF O'Connor Davies @PKFOD]

Maryann Holloway explores how CFOs, finance teams and department managers can work together throughout the budgeting process

Read more: https://t.co/sDnHcovQSl

[PKF O'Connor Davies @PKFOD]

Our latest Chief Accounting Officer (CAO) series explores how outsourced CAO support can help organizations fill critical accounting gaps and strengthen their financial reporting infrastructure.

Explore the full series: https://t.co/wdtPVw5S8p

[PKF O'Connor Davies @PKFOD]

For private fund managers, audit readiness is not just a year-end exercise.

Michael A. Provini, Jaini Shah and Eric Gelb, highlight key areas CFOs, controllers and COOs should address before audit fieldwork begins.

Read more: https://t.co/RtenRNnabw

[PKF O'Connor Davies @PKFOD]

Alan S. Kufeld and Edward Renn, Of Counsel at Withers Bergman LLP, explore how Private Placement Life Insurance and an Intentionally Defective Grantor Trust can be used to improve tax efficiency and support multigenerational wealth planning.

Read more: https://t.co/t8HOy2IDx4

[PKF O'Connor Davies @PKFOD]

We're pleased to welcome Mark Goldschmitt as a Partner in our Commercial Tax practice.

Mark brings nearly 30 years of experience advising privately held businesses, high-net-worth individuals, partnerships and corporations.

Read more: https://t.co/lPBFnZ3Th4

[PKF O'Connor Davies @PKFOD]

Join Alexander Buchholz on October 9 from 12:00–1:00 p.m. for the TXCPA Houston Chapter’s “Common Errors in Financial Statements” webinar.

Alex will examine common financial statement errors that can impact reporting accuracy and more.

👉 Register here: https://t.co/1PcawRrmxR

[PKF O'Connor Davies @PKFOD]

Join David Sullivan at the 2026 M&A and Capitalization Symposium on Thursday, October 8, 2026, from 11:00 a.m.–12:00 p.m. at The Post Oak Hotel at Uptown Houston.

David will participate in “The 1000 Club” panel.

View the agenda: https://t.co/5OlRHRsTJ9

[PKF O'Connor Davies @PKFOD]

#YearEndPlanning starts well before year-end. Our September newsletter covers charitable giving changes under OBBBA, private foundation readiness, controls in automated environments, 401(k) forfeitures and private club audit preparation. Read it here: https://t.co/feKj8QP7iS

[PKF O'Connor Davies @PKFOD]

We're proud to serve as an anchor sponsor of this exclusive gathering on October 7, 2026 in New York City.

Jonathan Moore will lead “The $3 Billion Puzzle,” exploring the financial and operational realities behind complex transactions .

Register here: https://t.co/pv43NwW11x

[PKF O'Connor Davies @PKFOD]

Wendy Reedy, Rekha Nambiar, Jonathan Zuckerman and John Haslbauer explore the accounting and financial reporting considerations surrounding tariff refund claims.

Read: https://t.co/NcAqe46NXp

[PKF O'Connor Davies @PKFOD]

Join Kerri Rawcliffe at the Professional Club Marketing Association’s 31st Annual Conference in St. Louis, where she will moderate “Legal & Governance Considerations for Membership Growth.”

Register: https://t.co/OM8IYXFb23

[PKF O'Connor Davies @PKFOD]

When a longtime controller leaves without a handoff, years of accounting knowledge may seem like it walked out the door with them. But much of that history may still exist within the accounting system.

Read more: https://t.co/3infuxYzSl

[PKF O'Connor Davies @PKFOD]

As your business grows, the decisions you make today can have a lasting impact.

In this video, Dave Hollander discusses four areas every rapidly growing firm should evaluate to support sustainable growth.

Learn more: https://t.co/hqbCreM5xB

[PKF O'Connor Davies @PKFOD]

As Yom Kippur begins, we extend our best wishes to all who are observing. May this Day of Atonement bring reflection, renewal and peace.

#PKFOD #KnowGreaterValue #YomKippur

[PKF O'Connor Davies @PKFOD]

We will be at the Connecticut Council for Philanthropy’s Connect 26 – United for Good Annual Conference on October 2, at the Connecticut Convention Center in Hartford.

Register: https://t.co/1b0jGOk6Kz

[PKF O'Connor Davies @PKFOD]

We're looking forward to NJMEP’s 14th Annual MADE in New Jersey on October 2 in Freehold, NJ.

Stop by our booth to connect with Lazaro Hernandez, John A. Wochinger, Giovanni Rivera, Christian Lettieri, Andrew Heck, Sean Brady and Andrew Vitti.

Register: https://t.co/eO6t8b69Ps

[PKF O'Connor Davies @PKFOD]

Last chance to register!

Join us on Thursday, September 24, for PKF O'Connor Davies' Inaugural Mid-Atlantic Architectural & Engineering Summit at the Pyramid Club in Philadelphia.

Thank you to our sponsors, Altium and Ames & Gough.

Register: https://t.co/XvilSvCve2

[PKF O'Connor Davies @PKFOD]

Strong governance can play an important role in protecting a not-for-profit organization’s financial health.

Mark J. Piszko explores the role of an audit committee in strengthening financial oversight, risk management and internal controls.

Read more: https://t.co/PqiHc10kYV

[PKF O'Connor Davies @PKFOD]

Join Jonathan Moore, Dipen Shah and Mina Boutros at the North New Jersey AM&AA Chapter’s Capital Stack Deal Lab on Wednesday, October 7, 2026, from 5:30–8:30 p.m. in Kenilworth, NJ.

Register: https://t.co/1PF1syEc4H