Alan Kufeld joins PKF O’Connor Davies

 In PKF, PKF O’Connor Davies, Rothstein Kass

PKF O’Connor Davies, LLP announced today that Alan S. Kufeld, CPA, was named a partner in the firm’s financial services practice.

Kufeld is a recognized leader in the financial services industry with deep expertise in complex tax issues in all phases of the life cycle of Management Companies; accounting, tax planning and particularly strategies for managers closing funds and launching family offices.

“Alan brings a depth of expertise on complex tax issues for financial services clients and families that’s hard to match,” said Marc. L. Rinaldi, Partner-in-Charge of the firm’s Financial Services Practice. “From start-ups to established management companies of all sizes and structures, he has seen virtually every scenario you can think of and continually comes up with strategies that put clients in the best position to succeed. He will add a strong presence to an already strong financial services team, and we know he will drive real value for our clients. We are thrilled to welcome him to the Firm.”

Prior to joining PKF O’Connor Davies, Kufeld was a partner at a family office advisory firm (Flynn Family Office) and a Tax Principal at Rothstein Kass, both in New York. With a career spanning 20 years in the financial services field, Kufeld has advised clients on tax-efficient planning and structuring, risk management, Federal, state and local tax compliance, including audit defense, retirement planning, best practice benchmarks and operations.

“PKF O’Connor Davies has established itself as a top-notch firm that continually delivers value for clients in the financial services space and every aspect of business for that matter,” said Kufeld. “The tax landscape and the issues facing funds, their general partners and high net worth families is becoming more complex every year. I’m excited to join a team of proven experts to help our clients design and implement smart strategies that help keep them stay ahead of the tax curve and position them for long-term success. I look forward to this exciting phase of my career.”

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