Pannell Kerr Forster of Texas PC

Pannell Kerr Forster of Texas, P.C. (PKF Texas) is a Houston-based firm of CPAs and professional advisors focused on delivering solutions to clients at every stage of business.

Pannell Kerr Forster of Texas PC Blogs

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https://youtu.be/XumeECsn8-c Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, and I’m back once again with Nicole Riley, one of our audit senior managers and one of the faces of PKF Texas’ Not-for-Profit team. Nicole, welcome back to the Playbook. Nicole: Great to be back. Jen: So, I’ve heard you in presentations talk about the functional expense schedule for not-for-profits. What is this and what do not-for-profits need to know about it?…
In response to the transparency issues around proxy advisory firms, the Securities and Exchange Commission (“SEC”) recently proposed new rules for proxy advisory firms. A proxy advisory firm helps institutional investors vote their shares at shareholder meetings. Because institutional investors have a wide variety of holdings, the specific risks and issues they must assess vary. The services proxy advisory firms provide include agenda assessment, research and recommendations on how to vote on shareholder proposals at…
With Thanksgiving behind us, the holiday season is in full swing. At this time of year, your business may want to show its gratitude to employees and customers by giving them gifts or hosting holiday parties. It’s a good idea to understand the tax rules associated with these expenses. Are they tax deductible by your business and is the value taxable to the recipients?…
As trusted business advisors, we enjoy working with you to co-create ideas and co-develop innovative solutions for your business. To supplement this, we also want to provide valuable information, including upcoming Houston events that we support, and think may be of interest to you. Greater Houston Women’s Chamber of Commerce Turnaround Management Association National Association of Corporate Directors If you have questions about any event details or registration information, the organization-specific contacts are below. We…
https://youtu.be/KhQvfMj9Ql4 Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, and I am back once again with Marty Lindle, one of our audit directors and one of the faces of PKF Texas’ Broker-Dealer team. Marty, welcome back to the Playbook. Marty: It’s nice to be here. Jen: So, we’ve talked a little bit about what’s in the eighth annual report. Now, is there anything new coming up on the horizon that’s not…
The Greater Houston Women’s Chamber of Commerce is hosting its annual Gala on December 5, 2019 at the Royal Sonesta, where they will honor the 2019 Hall of Fame inductees. PKF Texas is a proud sponsor for this event, which promotes the growth and success of women professionals. The Gala proceeds benefit the Women’s Chamber programs of work in the Houston community, including: Providing scholarships for deserving young women graduating from Aldine, Houston, Spring, and…
As we all know, medical expenses, such as services and prescription drugs, are expensive. You may be able to deduct some of your expenses on your tax return, but the rules make it difficult for many people to qualify. However, with proper planning, you may be able to time discretionary medical expenses to your advantage for tax purposes.…
https://youtu.be/t3itc70Mhak Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, and I’m back again with Marty Lindle, one of our audit directors and one of the faces of PKF Texas’s Broker-Dealer team. Marty, welcome back to the playbook. Marty: Great to be here. Jen: What are some typical findings you see when you’re auditing the broker-dealers?…
International Fraud Awareness Week is nearly over, but that doesn’t mean the conversations and actions stop. Do you have all the information you need to take the steps for fraud prevention? The Association of Certified Fraud Examiners (ACFE) has an abundance of free resources for you to learn what you can do. Because fraud has a high cost – estimated at $3.7 trillion each year – the ACFE has provided content that focuses on providing…