New York-based PKF O’Connor Davies (FY16 net revenue of $146.6 million) acquired Malane & Soderlund of White Plains, N.Y.
Malane & Soderlund specializes in tax services with particular expertise in estate and trust planning.
“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,” says Kevin Keane, MP.
Sue Soderlund was admitted as partner in tax compliance and planning division. 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.
Dave Malane will serve in a senior advisory capacity to a select group of clients. Malane spent nearly 25 years at a Big 4 firm, including serving as PIC, before co-founding Malane & Soderlund in 1992.
Barbara Georgetti and Monika Mathews will also join the tax division. All four new team members will work at the Harrison, N.Y., office.
“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 says. “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.”