PKF O’Connor Davies Adds 4 Professionals from Malane & Soderlund

PKF O’Connor Davies, LLP, the nation’s 28th largest accounting and advisory firm, announced today that four professionals from Malane & Soderlund, a certified public accounting firm specializing in tax services with particular expertise in estate and trust planning, will join the Firm. The new hires continue the ongoing growth at PKF O’Conner Davies, which has added hundreds of new professionals over the last few years.

Sue Soderlund will be a partner at PKF O’Connor Davies in the Firm’s Tax Compliance and Planning division. Dave Malane will serve in a senior advisory capacity to a select group of clients. Barbara Georgetti and Monika Mathews will also join the tax division. All four new team members will work at the Firm’s headquarters in Harrison, NY.

“We’re excited to bring Sue, Dave and the entire team at Malane & Soderlund on board,” said Kevin J. Keane, Managing Partner. “They’re known throughout the region as go-to tax experts in a wide range of industries, and we look forward to adding that knowledge and experience to our firm’s deep bench of expertise.”

Soderlund, co-founder at Malane & Soderlund, has more than 30 years of public accounting experience, including more than a decade working at a “Big 4” accounting firm. Specializing in estate and trust matters, she provides tax solutions to individual clients and small businesses in a number of industries. She also has expertise in advising clients on post-mortem tax planning strategies, preparation of estate tax returns and court accountings. Malane spent nearly 25 years at a “Big 4” firm, including serving as Partner-in-Charge, before co-founding Malane & Soderlund in 1992.

“After more than 25 years of growing our firm, this is the right time to combine forces with a stellar partner like PKF O’Connor Davies,” Soderlund said. “This gives us a chance to lend our expertise to an already established group of talented professionals and expand the services we’re able to offer our clients.”

PKF O’Connor Davies now has nine offices in four states and continues to expand with mergers and strategic hires throughout the Northeast and Washington, D.C. regions.