# PKF O'Connor Davies: Accountants and Advisors Generated by Yoast SEO v27.9, this is an llms.txt file, meant for consumption by LLMs. ## Pages - [About](https://www.pkfod.com/about/) - [Home](https://www.pkfod.com/) - [Menu 2024 \- Do Not Remove](https://www.pkfod.com/menu-2024-do-not-remove/) - [Client Portals](https://www.pkfod.com/clients/) - [Recent Client Transactions](https://www.pkfod.com/recent-client-transactions/) ## Insights - [Getting It Right in Year One: Navigating GASB 103 Requirements](https://www.pkfod.com/insights/getting-it-right-in-year-one-navigating-gasb-103-requirements/): This article breaks down the key provisions of GASB 103 and offers practical guidance to help you stay on track as implementation begins\. - [New Middletown Office Location](https://www.pkfod.com/insights/new-middletown-office-location/): Effective June 29, 2026, PKF O’Connor Davies' Middletown office will relocate to: 85 Crystal Run Road, Suite 310 Middletown, NY 10941 - [Accounting Judgments: A Critical Business Capability](https://www.pkfod.com/insights/accounting-judgments-a-critical-business-capability/): The function of CAO is incredibly complex because of the scope of knowledge, experience \& strategic insight required to perform it\. - [Swipe Smart: Credit Card Control Risks in Independent Schools](https://www.pkfod.com/insights/swipe-smart-credit-card-control-risks-in-independent-schools/): Without proper oversight, credit cards can introduce significant financial and reputational risk\. - [Swipe Smart: Credit Card Control Best Practices for Independent Schools](https://www.pkfod.com/insights/swipe-smart-credit-card-control-best-practices-for-independent-schools/): Gaps in documentation, policy enforcement and oversight can reduce transparency and increase financial and reputational risk\. ## Services - [Employee Benefit Plan Audits](https://www.pkfod.com/services/accounting-and-assurance/employee-benefit-plans/) - [Risk Advisory Services](https://www.pkfod.com/services/advisory/risk-advisory-services/) - [Private Client Services](https://www.pkfod.com/services/private-client-services/): Navigate life's milestones and challenges with confidence\. Our Private Client Services specialists offer tailored solutions for financial security and peace of mind\. - [Tax Planning for Wealth](https://www.pkfod.com/services/private-client-services/tax-planning-for-wealth/) - [Charitable Giving](https://www.pkfod.com/services/private-client-services/charitable-giving/) ## Industries - [Public Sector Accounting, Auditing \& Consulting](https://www.pkfod.com/industries/public-sector/) - [Employee Benefit Plan Accounting \& Consulting](https://www.pkfod.com/industries/employee-benefit-plans/) - [Construction Firm Accounting \& Consulting](https://www.pkfod.com/industries/construction/) - [Accounting, Tax \& Advisory Services for Law Firms](https://www.pkfod.com/industries/professional-services/law-firms/) - [Dental Practice Accounting \& Consulting](https://www.pkfod.com/industries/health-care/dental-practices/) ## People - [Jennifer Clark](https://www.pkfod.com/people/jennifer-clark/) - [Denisse Moderski](https://www.pkfod.com/people/denisse-moderski/) - [Daniel Smolan](https://www.pkfod.com/people/daniel-smolan/) - [Thomas Lemon](https://www.pkfod.com/people/thomas-lemon/) - [Brian Petersen](https://www.pkfod.com/people/brian-petersen/) ## Events - [VCIA 2026 Annual Conference](https://www.pkfod.com/events/vcia-2026-annual-conference/): Vincent Cartelli, Antonia Giordano and Eric Gelb will be exhibiting at the VCIA 2026 Annual Conference from Tuesday, August 11th to Thursday, August 13th\.  - [Orange County Government Health Equities Summit](https://www.pkfod.com/events/orange-county-government-health-equities-summit/): Bonnie Orr, Michelle O'Reilly and Michael Garofalo will be exhibiting at the Health Equities Summit on Thursday, July 23rd from 1:00 P\.M\. to 4 P\.M\.  - [AM\&AA North New Jersey Chapter \- Anatomy of a Deal: What Worked, What Didn't\!](https://www.pkfod.com/events/amaa-north-new-jersey-chapter-business-development-reception/): Join Jonathan Moore, Dipen Shah – Executive Committee Members and Mina Boutros at “Anatomy of a Deal: What Worked, What Didn’t\!” – an AM\&AA North New Jersey Chapter business development reception on July 14th in Kenilworth, NJ\. - [CTCPA Accounting Scholarship Foundation Golf Tournament](https://www.pkfod.com/events/ctcpa-accounting-scholarship-foundation-golf-tournament-2/): Stefan Prins and Ralph Anderson will deliver closing remarks at the CTCPA Accounting Scholarship Foundation Golf Tournament on Monday, July 20th in Wallingford, CT\.  - [Live Webinar: Safeguarding Family Wealth and Navigating Legislative Challenges](https://www.pkfod.com/events/live-webinar-safeguarding-family-wealth-and-navigating-legislative-challenges-2/): Join us for an insightful webinar with Pat Soldano, Russ Sullivan and John Gugliada from Family Enterprise USA as they share key findings from the 2026 Family Business Survey and discuss the latest legislative developments impacting family\-owned businesses and multigenerational enterprises\. ## Venues - [Webinar](https://www.pkfod.com/events/location/webinar/) - [245 Park Avenue, NYC](https://www.pkfod.com/events/location/245-park-avenue-nyc/) - [Borgata Hotel, Casino \& Spa](https://www.pkfod.com/events/location/borgata-hotel-casino-spa/) - [Crest Hollow Country Club](https://www.pkfod.com/events/location/crest-hollow-country-club/) - [Westchester Marriott](https://www.pkfod.com/events/location/westchester-marriott/) ## Categories - [Speaking Engagements](https://www.pkfod.com/events/category/speaking-engagements/) - [Firm\-Hosted Events](https://www.pkfod.com/events/category/firm-hosted-events/) - [Exhibits](https://www.pkfod.com/events/category/exhibits/) ## Categories - [Articles](https://www.pkfod.com/insights/category/articles/) - [News and Press Releases](https://www.pkfod.com/insights/category/news-and-press-releases/) - [Webinar Replays](https://www.pkfod.com/insights/category/webinar-replays/) - [Pentest Playback](https://www.pkfod.com/insights/category/pentest-playback/) ## Optional - [Sitemap index](https://www.pkfod.com/sitemap_index.xml)