The CPA Desk

A Thought Leader Production by PKFTexas

https://youtu.be/w3KR82FxqKc Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, and I’m back again with Miriam Rouziek, an audit manager and one of the faces of PKF Texas’s SEC team. Miriam, welcome back to The Playbook. Miriam: Thanks for having me, Jen. Jen: So, we’ve been talking about SEC rules and guidelines. Are there any changes that are coming for reporting companies? Miriam: Yeah, there’s going to be some potential changes, especially…
The Securities and Exchange Commission is extending the compliance date for the recently adopted amendments to Rule 606 of Regulation National Market System (“Regulation NMS”) under the Securities Exchange Act of 1934 (“Exchange Act”), which require additional disclosures by broker-dealers to customers concerning the handling of customer orders.
Do you want to control costs and improve delivery of your not-for-profit’s programs and services? It may not be as difficult as you think. First, you need to know how much of your not-for-profit’s expenditures go toward programs, as opposed to administrative and fundraising costs. Then you must determine how much you need to fund your budget and weather temporary cash crunches.…
Here are some of the key tax-related deadlines affecting businesses and other employers during the third quarter of 2019. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to you. Contact your trusted advisor to ensure you’re meeting all applicable deadlines and to learn more about the filing requirements. July 31 Report income tax withholding and FICA taxes for the second quarter of 2019 (Form 941) and pay…
https://youtu.be/fqJ7eft1JnQ Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, and I’m here with Matt Goldston, an Entrepreneurial Advisory Services Director and one of the faces of PKF Texas’ Transaction Advisory Services team. Matt, welcome back to The Playbook. Matt: Thank you very much, Jen. Jen: So, I know you were talking with one of our guest hosts, Russ Capper, about selling your business, and what I want to touch on today is…
Not-for-profit board members — whether compensated or not — have a fiduciary duty to the organization. Some states have laws governing the activities of not-for-profit boards and other fiduciaries. But not all board members are aware of their responsibilities. To protect your not-for-profit’s financial health and integrity, it’s important that you help them understand.…
https://youtu.be/PJJPs8AmnLE Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, and I’m back again with Frank Landreneau, one of our International Tax Directors. Frank, welcome back to The Playbook. Frank: Thanks. It’s exciting to be back. Jen: I know there’s been some new changes to the Foreign-Derived Intangible Income, or FDII, as we’ve been calling it, that released in early March. What do we need to know about the new changes?…
On Friday, June 28, 2019, the Houston Business Journal is hosting a philanthropy and not-for-profit panel as part of its Power Breakfast series. Houston is known as a giving town, with many not-for-profit organizations in the city. The panel discussion will dive into successful fundraising and marketing strategies, as well as ways not-for-profit organizations can enlist the right people to work for them. PKF Texas is a proud sponsor of the panel, which consists of…