PKF O'Connor Davies
@PKFOD
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PKF O’Connor Davies is a top-tier accounting, tax and advisory practice with a long history of serving domestic and international clients.
NY, NJ, CT, MA, MD, FL, RI
Joined January 2014
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#MannyMachado
&
#BryceHarper
could sign contracts that would pay them $300 million or more. But their real income after
#taxes
will depend on the teams they agree to play for. Rob Raiola
@SportsTaxMan
explains it in this article:
#KnowGreaterValue
#MLB
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14
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A record breaking 46 companies & 125 volunteers participated in this year’s
@NAIOPNJ
Community Action Day. Together, we raised over $4,400 & collected over 4,222 lbs of food for the
@CFBNJ
. Thank you, Joseph Russell and Regina Fath for representing our company.
#KnowGreaterValue
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What a wonderful way to celebrate Diwali together! Our team in India truly enjoyed last week's celebrations as a way of looking ahead to a year of good health, happiness, peace and prosperity.
#PKFOD
#Diwali
#accounting
#cpa
#cpafirm
#positivelyPKFOD
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Becoming a Trading Card - PKF O’Connor Davies CPA Robert Raiola featured in NJCPA "He's the Sports Tax Man"
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The
#SEC
adopted rule amendments to SEA Rule 15b9-1 that will impact broker-dealer exemptions and membership to
#FINRA
. This article explains the changes, as well as the background to the earlier rule:
#PKFOD
#KnowGreaterValue
#accounting
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Pro athletes are suing Pittsburgh over “jock taxes”, claiming the fees are discriminatory and violate both the state and U.S. constitutions. Robert Raiola
@SportsTaxMan
shares insight on his predictions for the future of the case in
@FoxBusiness
:
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Wishing everyone a safe and spooktacular Halloween with friends and family! 🎃
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We were honored to have our friends from PKF Cooper Parry, Ade Cheatham and April Bembridge, present "Why Culture Trumps Strategy" at our Partner Meeting last week. Thank you so much, Ade and April, for sharing your knowledge and insights!
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Robert Raiola,
@SportsTaxMan
, shares his insights with Michael McCann on the financial future of the Oakland Raiders based on their pending move to Las Vegas. Read the full article:
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We’re excited to share that
@NJCPA
has named Dawn Perri a 2021 Ovation Award winner in the
#Diversity
,
#Equity
and
#Inclusion
category!
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1
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Today we honor each and every
#firstresponder
and all of the brave individuals who lost their lives or were injured during the 9/11 attacks. We will
#neverforget
their courageous acts of heroism.
#sept11
#911RemembranceDay
#September11
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Cyber Insurance for Private Foundations Webinar: How to adequately prepare for cyber threats. 10/26 11a
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Join us in celebrating
#HispanicHeritageMonth
honoring Victor Santos, a Senior Manager in the Woodcliff Lake office. Raised in the South Bronx, Victor’s parents immigrated to NYC from the Dominican Republic in the 1960’s. We are honored to have Victor as part of our
#team
!
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Joseph Ali shares the importance of volunteerism as the Vice Chair of the Board of
@volunteerNYnow
and why he proudly wears his Volunteer New York! hat. See the full video featured in
@lohud
:
#GivingTuesday
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On December 20, 2019, the President signed into law H.R. 1865 the “Further Consolidated Appropriations Act, 2020”, which includes two major provisions that have a significant impact on the private foundation sector. Learn more:
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O’Connor Davies participated in the annual CPA Bowl-A-Thon, which raised $60,000 for
#Financial
#Literacy
#Education
http://t.co/sW14QaqMGC
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On this day, we remember all those that sacrificed their lives to help others eighteen years ago. We thank you. 🇺🇸
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Robert Raiola
@SportsTaxMan
, Director of the
#Sports
and Entertainment Group, joined the
@Spotrac
Podcast Radio for an interesting update on how recent tax changes have impacted pro
#athletes
:
#KnowGreaterValue
#SportsTaxMan
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We love a little friendly competition! Especially when it supports the fight against hunger for Feeding Westchester. Our team didn’t win the “Golden Scoop Trophy,” but we were thrilled to support Feeding Westchester’s amazing programs.
#PKFOD
#FeedingWestchester
#positivelyPKFOD
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Joe and Liz Doren recently joined the PKF “Winning Together UK and Ireland Conference 2018” in Bristol, UK. They attended the Audit Technical, Tax Vat and Family Business sessions, bringing back fresh knowledge to our firm.
#KnowGreaterValue
#FBF
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Following the 2019 NBA Draft, Zion Williamson, first overall pick, obtained a two-year contract of over $19 million. Rob Raiola
@SportsTaxMan
shares the breakdown of such a lucrative agreement after federal and state taxes in this
@FoxBusiness
article:
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In the latest Private Foundations Bulletin, we share the steps a foundation must take in order to satisfy compliance with the IRS if a grant recipient is not eligible. Read the full article:
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Katherine Zech, Senior Manager, was recognized as a “Woman to Watch” at the New Jersey Society of CPAs 2020 Ovation Awards, which “recognizes the success of female NJCPA members for their commitment to fostering the success of their colleagues.”
Congratulations, Katherine!
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National Cancer Survivors Day is a celebration for those who have survived, an inspiration for those recently diagnosed, a gathering of support for the families of all impacted. We support you!
#NationalCancerSurvivorsDay
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Blockchain Technology and Transfer Pricing by David Slemmer, Principal at PKF O'Connor Davies, LLP.
#Blockchain
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Robert M. Rollmann, Partner, recently attended the Guiding Eyes for the Blind awards presentation. The organization has been working to enrich lives of the blind and visually impaired by providing them with expertly trained guide dogs for 65 years!
@GuidingEyes
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Since signing an MLB record $360-million contract extension with the Anaheim Angels, Mike Trout has become the richest athlete in North America. Read the full article for Robert Raiola’s insights on how this contract could affect his potential tax bills:
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We are proud to say that kindness, compassion, and charity are present at every level of our firm, from partners and professionals to administrators and family members. Visit our website to learn more about our Firm’s mission and values:
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Tom DeMayo updates us on the latest threats in the online world, making it clear that cyber hacking and fraud can easily harm those individuals or companies that are not prepared enough.
#KnowGreaterValue
#Cybersecurity
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Eric Gelb, Director of Business Development, Financial Services, was recently quoted in the article Best Practices for Engaging the HNW Family Office, published by Wealth X. Find it here:
#KnowGreaterValue
#FamilyOffice
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Join Christopher Petermann, partner, as he presents Form 990-PF at Exponent Philanthropy’s 990-PF Tax Seminar in Houston, TX. This seminar will help you identify common mistakes and keep your information secure. Register:
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“Freedom is one of the deepest and noblest aspirations of the human spirit.”
-Ronald Reagan
Happy Independence Day! 🇺🇸
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Our firm has had the pleasure of working with David. Wartburg plays an important role in our community, and we are glad to be part of it.
#KnowGreaterValue
#MondayMotivation
#NonProfit
@TheWartburg
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Congratulations to Michael Provini for this accomplishment! We are honored to have such leadership at the heart of the Firm. To learn more about Michael and his expertise in audit, tax and consulting services, visit our website:
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We are excited to announce that Robert Raiola,
@SportsTaxMan
, and Scott Edison have been selected to join
@AccelerateSV
NIL360°edu Program! Robert and Scott will lead the program’s
#tax
education team.
See the full announcement:
#Leadership
#Sports
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Tuesday night we attended the NJBIZ Best Places to Work Awards Ceremony held in Freehold, NJ at iPlay America. PKF O'Connor Davies, was ranked
#14
on NJBIZ Best Places to Work in NJ 2018 list for large sized companies (250+ employees)
#bestplacesnj
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The digital asset industry is rapidly changing. Understand who regulates these crypto assets, how quickly regulations can change in light of innovation and why compliance is critical for you:
#PKFOD
#crypto
#cryptoassets
#compliance
#SEC
#finCEN
#CFTC
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We are proud to announce we have been named to the
@VaultCareers
Accounting 50, a ranking of the 50 best accounting employers to work for in North America. This is the 6th consecutive year we have received the honor. We are so grateful to have been named!
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We wish you and yours many blessings on this Easter Sunday!
#PKFOD
#Easter
#accounting
#accountants
#cpa
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Up until January 2017, only about 1,000 patients in Germany used cannabis via a special permit. The following year, around 142,000 prescriptions were issued. Read the full blog post to learn more about the rapid growth of the cannabis industry in Germany:
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Partners Tom Roche, Christine Pronek, and John LaPilusa attended the 59th Annual NJCPA Scholarship Awards Ceremony, where they presented an award to Eduardo Alay on behalf of the Firm in memory of Stephen F. Mannuzza.
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Dentists! The 2023 edition of “Dental Practices By the Numbers” is now available!
Download your copy now for financial solutions to enhance your practice & understand how it stacks up to others in your revenue range:
#PKFOD
#KnowGreaterValue
#dentists
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Happy Holidays!
Our warmest wishes this holiday season and throughout the year.
Enjoy our video holiday message.
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Dawn Terry, Gwen Horn, Ann Buscaglia, Kerry Buscaglia, and Eve Belyavski (from left to right) attended the NYSSCPA Women’s Leadership Forum on January 28. They shared their insights on “Transforming Workplace Culture” and creating a more inclusive and diverse work environment.
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Happy Chinese New Year!
Today marks the beginning of the Year of the Rabbit, which symbolically represents positivity, discretion and good luck.
We wish you much joy and prosperity in the upcoming year!
#PKFOD
#yearoftherabbit
#ChineseNewYear
#accounting
#cpa
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Last weekend, Doug Ruttenberg, Partner, was joined by Monika Matthews, Karla Colleo, Brett Settles, Molly Zagajeski, Ann Buscaglia, John Haslbauer, and Jonathan Zuckerman (along with John Klinger and Diana Haddad, not pictured) for Feeding Westchester’s Miles for Meals 5K!
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Plan your next moves wisely, get your accounting organized, and support your strategy with our team of experts in order to succeed.
#KnowGreaterValue
#Accounting
#Planning
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Doug Ruttenberg, tax partner to chair NYSSCPA Westchester Tax Conference Part II, an FAE CPE credited course. Dec 4th, Rye Brook, NY Register Now:
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At PKF O'Connor Davies, our trusted advisors know that financial challenges arise more often than expected. Visit our website to learn how our Firm’s expertise can aid in your financial development and asset protection:
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#TBT
Essential to our identity as a firm is our enduring commitment to serve our communities. Our Summer Interns joined
@volunteerNYnow
& participated in the Intern Day of Service at the NY State Veterans Home, in Montrose.
#KnowGreaterValue
#Volunteering
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PKF O'Connor Davies is glad to announce the addition of Michael Andriola as Partner of our firm. Michael will serve as engagement partner, for clients in industries including construction, not-for-profit, and governmental entities.
#KnowGreaterValue
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Grantmaking During Disasters: PKF O'Connor Davies suggests these Points to Consider
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Our firm is thankful for Rachel Hanson, daughter of Jeffrey Gittler, Partner. Rachel is a Physician Assistant, Neurology, at St. Luke’s Neurology Associates in Bethlehem, PA. Thank you, Rachel!
#StLukesProud
#ThankYouHealthHeroes
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Join our not-for-profit, tax and advisory leadership for a Live Webcast hosted by Thomas Blaney tomorrow at 11:00am. The Webcast will focus on the relief and other provisions of the CARES Act that apply to non-profit organizations.
Register:
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PKF O'Connor Davies Family Office sponsors the Family Office Fintech Summit, 3/3/18. See Gemma Leddy, Marc Rinaldi & Eric Gelb.
Thomas DeMayo, Principal, Cyber Risk Management will Chair the Panel - "Cybersecurity & the High Net Worth Family."
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The
@IRSnews
issued regulations on meals and entertainment expenses. Although for many
#taxpayers
, expenses are down in 2020 because of restrictions related to COVID-19, the regulations will have a long-lasting impact.
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Money, taxes, hockey…
@SportsTaxMan
, Director of the Sports and Entertainment Group, explains how much money player John Tavares could be really taking home. Read his article on
#SportsIllustrated
:
#KnowGreaterValue
#NHL
#JohnTavares
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PKF O’Connor Davies, LLP announced it was named a winner of the 2018 Age Smart Employer Awards from the Columbia Aging Center at the Columbia University.
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Don’t face your organization’s financial challenges alone. PKF O’Connor Davies’ accountants and advisors are equipped to assist you in overcoming any obstacles you may encounter. Visit our website for the full list of industries we serve:
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PKF O'Connor Davies, LLP has been Recognized as a Top 100 NJBIZ Best Places to Work in NJ 2018: Large Companies
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Non-Profits Subject to Excise Tax on Excessive Compensation to Employees Under New Tax Reform Act by Mark A. Hertlein, CPA, Senior Tax Manager and Louis F. LiBrandi, EA, CEBS, ChFC, TGPC, Principal at PKF O'Connor Davies, LLP
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PKF O'Connor Davies Introduces Endowment Fund Accounting Services. Enhanced Offering streamlines oversight and reporting for organizations and donors.
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Join Rob Raiola, Director of the Sports and Entertainment Group, as he serves as a panelist at The College of New Jersey’s School of Business’ final Business Leaders Talk of the semester this Wednesday at 6:00 pm. See more information:
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Join us for this two-day training program designed specifically for independent auditors & development professionals of HUD-assisted and low-income housing tax credit properties. Our Early Bird price ends tomorrow, Sept.14. More here:
@ConsultQuadel
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In this article, we provide guidance to mitigate risks in grantmaking taking into account that both the foundation and the grantee are operating remotely.
Read more:
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Matthew G. McCrosson, Partner of PKF O’Connor Davies, LLP, will be honored with the 2nd Annual Legacy Award.
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What happens when the Firm’s HR team & Southern Connecticut State University get together to collaborate? A workshop called Casting Your Net(Work): Networking for Success! What a blast—an event full of meaningful connections among students and PKFOD staff alike!
#positivelyPKFOD
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Rob Raiola,
@SportsTaxMan
, shares his tax knowledge with
@CBSsports
in order to figure out who are the NFL's real top earners in 2018. Discover who are those players here:
#KnowGreaterValue
#NFL
#ProSports
#ProAthletes
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Private Foundations Webinar “Cybercrime in Private Foundations” with Tom DeMayo had 105 attendees.
Replay is here:
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We are so excited to announce that our Firm has been named among the
@NJBIZ
2021 Best Places to Work in
#NewJersey
!
Thank you
@NJBIZ
for this award and congratulations to all other recipients!
See the full announcement:
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We have brainstormed how our foundation clients and their grantees may save money and maximize the amount that gets to those who need it most. See the full article for ways we came up with that may prove helpful to your foundation:
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The thought of moving to a lower tax state is more prevalent than ever in light of the federal TCJA and its restrictive $10,000 cap on state tax deductions. See the article to learn what you can expect if you are interested in changing state residency:
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On May 29, we attended the NYSSCPAS Annual Gala- Evening Celebration with 100th President, Ita M. Rahilly at the University Club in New York City. We are honored to have been invited to this event!
@nysscpa
@nysscpa_news
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Visit our website to learn more about our Dark Web Monitoring Services and how to protect yourself from data breaches and cybersecurity incidents:
#KnowGreaterValue
#DarkWebMonitoring
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We wish everyone a very happy and safe Fourth of July!
#PKFOD
#KnowGreaterValue
#FourthofJuly
#accountants
#accounting
#cpa
#positivelyPKFOD
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In honor of
#NationalStressAwarenessDay
, we are sharing steps you can take right from your desk to decrease your daily stress. Don’t forget to take a deep breath today!
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The future is bright for our PKF O’Connor Davies interns!
We celebrate and recognize our future leaders on
#nationalinternday
. Earlier this month our interns participated in a day of service, as part of our enduring commitment to serve the
#community
.
#accounting
#internship
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Wishing you and your loved ones a very Merry Christmas and happy holidays!
#merrychristmas
#happyholidays
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Join Louis F. LiBrandi and Timothy Desmond for a
#LiveWebinar
on Managing Benefits and Compliance Changes Going Forward next week.
Presenters include those from
@MutualofAmerica
, Carl Puma Agency, and
@Paylocity
.
Register:
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As 2019 comes to a close, there are a number of tax planning tools that we have compiled to help mitigate any excise tax on net investment income and prevent some common pitfalls that could result in other types of excise taxes. Learn more:
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Plan sponsors should review the cost of living adjustments to determine what changes need to be communicated to employees. See the full article to learn the dollar limitation for retirement and other benefit plan limits for the 2018 through 2020 tax years:
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In recognition of Breast Cancer Awareness Month, our Firm commends all those currently battling or have previously battled the disease. We stand with you!
#BreastCancerAwarenessMonth
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The Firm held its latest Partner meeting, where we continued our collaboration and camaraderie unifying us to "Win as One."
#PKFOD
#KnowGreaterValue
#positivelyPKFOD
#accounting
#cpa
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Our firm is thankful for TJ & Ryan Higgins, nephews of Sandra Sleeper, Senior Marketing Coordinator. TJ is a Fireman on the Jersey City, NJ Fire Department, and Ryan is a Captain on the Paterson, NJ Fire Department. Thank you both!
#JerseyCityFD
#PatersonFD
#ThankYouHealthHeroes
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Wishing a very happy Hanukkah from our family to yours! May you be blessed with good health, joy, and peace this holiday season!
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A big thank you to Scott Goldstein, Brian Reilly & Amy Baumann in our Business Solutions Group for all you do! It’s the level of service & value-driven expertise delivered by team members like you that distinguishes PKFOD.
#PKFOD
#knowgreatervalue
#positivelyPKFOD
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This edition of our not-for-profit newsletter focuses on some do’s and don’ts for good Board governance. Regardless of their size, all Boards are bound by a common duty to accept fiduciary responsibilities. Read the full newsletter here:
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This International Women’s Day, we honor women around the globe who create the spaces where women thrive. Every day, we
#EmbraceEquity
for all and value a workplace—and world—that supports a culture
#diversity
,
#equity
&
#inclusion
.
#PKFOD
#PKFGlobal
#internationalwomensday
#cpa
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