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PKF O'Connor Davies
เข้าร่วมเมื่อ 8 ม.ค. 2016
PKF O’Connor Davies, based in New York City, is the lead North American firm in the PKF International network of independently owned accounting and business advisory firms. We provide accounting and assurance, tax compliance and planning services, family office and advisory services.
Our clients know greater service. They know greater connections. PKF O’Connor Davies - Know Greater Value®.
PKF O’Connor Davies is ranked 26th on Accounting Today’s 2024 list of the Top 100 Firms.
For more information, please visit www.pkfod.com
Our clients know greater service. They know greater connections. PKF O’Connor Davies - Know Greater Value®.
PKF O’Connor Davies is ranked 26th on Accounting Today’s 2024 list of the Top 100 Firms.
For more information, please visit www.pkfod.com
Regulator Red Flags ─ Common Broker-Dealer Financial Statement Errors
When reviewing corporate financial statements, the SEC, FINRA and other designated examining authorities focus first on the errors that appear most frequently. Being aware of these pitfalls equips preparers to correct them beforehand and even avoid them altogether. We invite you to join our specialists as they identify these errors and the red flags to watch for when compiling financial statements.
Key Topics:
• Revenue (ASC 606) Disclosures
• Lease (ASC 842) Disclosures
• Supplemental Schedules
• Exemption and Compliance Report
• Going Concern Considerations
Moderator:
Victor Pena, CPA, Partner, Broker-Dealer Practice Leader
Featured Speakers:
Financial Services
Harley Aronoff, CPA, Partner, PCAOB Quality Assurance Leader
Rachel DiDio, CPA, Partner
Kevin Keane, Jr., CPA, Partner
Key Topics:
• Revenue (ASC 606) Disclosures
• Lease (ASC 842) Disclosures
• Supplemental Schedules
• Exemption and Compliance Report
• Going Concern Considerations
Moderator:
Victor Pena, CPA, Partner, Broker-Dealer Practice Leader
Featured Speakers:
Financial Services
Harley Aronoff, CPA, Partner, PCAOB Quality Assurance Leader
Rachel DiDio, CPA, Partner
Kevin Keane, Jr., CPA, Partner
มุมมอง: 164
วีดีโอ
Fundamentals of Trusts
มุมมอง 44421 วันที่ผ่านมา
The beginning of the year is an opportune time for planning. Watch this webinar for an overview of the various types of trusts, fiduciary accounting income vs. taxable income and tax return filing requirements. Key Topics • Types of trusts • Fiduciary accounting income vs. taxable income • Tax return filing requirements Featured Speakers Christine G. Pronek, CPA, MST, Partner-in-Charge, Trust a...
Selling Your Privately Owned Chemical Company
มุมมอง 23421 วันที่ผ่านมา
Within the lower middle market, favorable market conditions remain that facilitate ample opportunities for M&A: highly fragmented and profitable industries and strong company balance sheets with significant private equity dry powder. Watch this webinar for insights on the current state of the chemicals sector and key themes for the year ahead, how to evaluate market opportunity and whether and ...
How to Implement and Comply with GASB-96
มุมมอง 13521 วันที่ผ่านมา
Watch this webinar where we walk through a step-by-step guide on how to implement and comply with the new GASB-96 standard. Plus, we show you a powerful, easy-to-use debt and lease management software that makes GASB-96 implementation and compliance easy for your organization! Key Topics: • Create a GASB-96 implementation roadmap • Gather your subscriptions (Including sample subscriptions to lo...
How to Build Your Diversity, Equity, Access & Inclusion Program
มุมมอง 316หลายเดือนก่อน
Watch this webinar for an in-depth discussion to gain insights and best practices for developing and evaluating your diversity, equity, access and inclusion (DEAI) program in accordance with Association of Zoos and Aquariums' recommendations. Our DEAI team, Elizabeth G. Ballotte, Truphena Martin and Anan Samara, provided the framework for developing an effective and measurable DEAI program in p...
Grantmaking in a Volatile Market
มุมมอง 592หลายเดือนก่อน
Watch this webinar for a comprehensive discussion where experts in the philanthropic community shared their thoughts about the current market environment and how it impacts a private foundation’s grantmaking and future plans. Key Topics • Current market climate and giving strategies • Grantmaking considerations, such as multi-year or conditional grants • Due diligence and other considerations i...
Generation Skipping Transfer (GST) Tax
มุมมอง 1.6Kหลายเดือนก่อน
The Generation Skipping Transfer (GST) Tax is considerably one of the more complex tax regimes. Watch this webinar for an overview of the tax and planning opportunities for minimizing GST exposure. Key Topics: • Current GST exemption, exclusion and rate • Explanation of GST terminology • Lifetime vs. estate allocations • Planning opportunities Featured Speakers: PKF O'Connor Davies Mara Rabin, ...
Pitfalls and Practice Tips in Preparing Form 990-PF
มุมมอง 214หลายเดือนก่อน
Watch our Form 990-PF tax workshop and gain understanding into the intricacies of the Form. Industry specialists uncover self-dealing, what it is and how to avoid it; provide a comprehensive page-by-page walk-through of the Form; identify common errors; and offer tips and pointers for keeping foundations and their trustees in compliance. Key Topics: • History of Form 990-PF • Filing criteria an...
How to Implement GASB Statement No. 96: Subscription-Based Information Technology Arrangements
มุมมอง 162หลายเดือนก่อน
Watch this insightful webinar as we provide an overview of GASB 96 and subscription-based information technology arrangements (SBITAs) for the public sector. Additionally, we walk through best practices and procedures for implementation. Key Topics: • Overview of SBITAs • Classification examples • Best practices and tips for implementation Hosts: PKF O’Connor Davies Katherine Patnaude, CPA, MSA...
Demystifying Artificial Intelligence: A Conversation with AI Insiders and Social Change Makers
มุมมอง 50หลายเดือนก่อน
Watch this webinar for a comprehensive conversation on Artificial Intelligence, its value, challenges and impact on the social fabric. Our well-informed panelists explore the opportunities AI genuinely offers today’s businesses and social policy proponents. Key Topics: • Demystification Step One: A Realistic Introduction to the Technology • An Essential Evaluation of How Social Policy Makers ar...
What the PCAOB's Annual Broker-Dealer Inspection Report Means for You
มุมมอง 122หลายเดือนก่อน
The news is out. The PCAOB’s Annual Report on the Interim Inspection Program Related to Audits of Brokers and Dealers cited that audit deficiencies are on the rise. These deficiencies have regulators on high alert. That's why this webinar is worth your valuable time. Watch this webinar as our broker-dealer specialists discuss the results of this report and share their insights, including how th...
Navigating the Landscape of Art-Endowed Foundations
มุมมอง 130หลายเดือนก่อน
Watch this webinar for an insightful discussion where experts in the philanthropic community shared their thoughts and ideas on a rapidly growing sector of private foundations the artist-endowed foundation (AEF). Our panelists discuss a range of topics, including how to structure and establish an AEF and important considerations for both collectors and artists alike. Key Topics: • What is an ar...
Tax Considerations for Investing and Doing Business in the U.S.
มุมมอง 148หลายเดือนก่อน
Watch this webinar as we provide essential information and tax strategies for anyone launching or expanding operations within the U.S. Our specialists present an overview of the relevant aspects of the U.S. tax system along with practical advice for avoiding tax pitfalls and optimizing tax compliance. Key Topics: • Key aspects of U.S. taxation • Operating a U.S. trade or business with (and with...
Year-End Tax Planning Webinar for Businesses
มุมมอง 454หลายเดือนก่อน
The clock is ticking. As we approach year end, now is the time to consider tax-saving strategies and opportunities as well as recent law changes that can affect you in 2024. Watch this two-part webinar as our tax specialists explore year-end tax planning strategies for both individuals and business owners. Session 2: For Business Owners Our tax specialists focus on federal and state business ta...
Year-End Tax Planning Webinar for Individuals
มุมมอง 176หลายเดือนก่อน
The clock is ticking. As we approach year end, now is the time to consider tax-saving strategies and opportunities as well as recent law changes that can affect you in 2024. Watch this two-part webinar as our tax specialists explore year-end tax planning strategies for both individuals and business owners. Session 1: For Individuals Our tax specialists address federal and state income, gift and...
Architectural and Engineering Industry Trends: Guiding Future Decision-Making
มุมมอง 57หลายเดือนก่อน
Architectural and Engineering Industry Trends: Guiding Future Decision-Making
Happy Holidays from PKF Investment Banking
มุมมอง 41หลายเดือนก่อน
Happy Holidays from PKF Investment Banking
Happy Holidays from PKF O'Connor Davies
มุมมอง 1Kหลายเดือนก่อน
Happy Holidays from PKF O'Connor Davies
Nick DeLena - Cybersecurity Maturity Model Certification
มุมมอง 472 หลายเดือนก่อน
Nick DeLena - Cybersecurity Maturity Model Certification
How Private Foundations Can Leverage Inflation Reduction Act Provisions
มุมมอง 882 หลายเดือนก่อน
How Private Foundations Can Leverage Inflation Reduction Act Provisions
Value Series for Private Business Owners: Preparing for Business Succession
มุมมอง 1162 หลายเดือนก่อน
Value Series for Private Business Owners: Preparing for Business Succession
Leveraging Charity Navigator's Rating System to Promote Donor Trust and Contributions
มุมมอง 782 หลายเดือนก่อน
Leveraging Charity Navigator's Rating System to Promote Donor Trust and Contributions
Jeffrey Goldstein - Client Testimonial
มุมมอง 1044 หลายเดือนก่อน
Jeffrey Goldstein - Client Testimonial
New SEC Rules - Key Impacts on Broker-Dealers Explained!
มุมมอง 2407 หลายเดือนก่อน
New SEC Rules - Key Impacts on Broker-Dealers Explained!
Strategies for Positioning Your Company for Sale and Tax Considerations
มุมมอง 857 หลายเดือนก่อน
Strategies for Positioning Your Company for Sale and Tax Considerations
Laura Barooshian WICN 90.5 Worcester, MA Radio Interview - Estate Planning in MA
มุมมอง 97 หลายเดือนก่อน
Laura Barooshian WICN 90.5 Worcester, MA Radio Interview - Estate Planning in MA
Virtual Workshop: Comprehensive Review of Form 990 PF and Avoiding Common Pitfalls
มุมมอง 1797 หลายเดือนก่อน
Virtual Workshop: Comprehensive Review of Form 990 PF and Avoiding Common Pitfalls
Annual Architectural and Engineering Summit - June 27th
มุมมอง 777 หลายเดือนก่อน
Annual Architectural and Engineering Summit - June 27th
Long Island Not for Profit Executive Forum 2024
มุมมอง 228 หลายเดือนก่อน
Long Island Not for Profit Executive Forum 2024
How Family Businesses and Offices Can Protect Wealth in Today's Environment
มุมมอง 288 หลายเดือนก่อน
How Family Businesses and Offices Can Protect Wealth in Today's Environment