The CPA Desk

A Thought Leader Production by PKFTexas

Latest from The CPA Desk

https://youtu.be/FJmwa81oYVE Russ: This is the PKF Texas Entrepreneur’s Playbook. I’m Russ Capper, this week’s guest host, and I’m here with Kristin Ryan, Audit Senior Manager and one of the faces of the PKF Texas employee benefit plan team. Kristin, welcome back to the Playbook. Kristin: Thank you, Russ. Glad to be here. Russ: I understand you’re here to tell us about a cool upcoming event. Kristin: I am. We’re excited to have Monirah Bacnik,…
Many taxpayers make charitable gifts — because they’re generous and they want to save money on their federal tax bills. But with the tax law changes that went into effect a couple years ago and the many rules that apply to charitable deductions, you may no longer get a tax break for your generosity.…
According to the Center for Effective Philanthropy, practically all not-for-profits in the United States solicit feedback from their clients when designing programs and services. However, resource constraints — lack of adequate staffing, funding and sophisticated technology — may mean that they don’t collect data as often as they’d like or use it as well as they could. If you’d like to collect more, and more meaningful, feedback from the beneficiaries of your not-for-profit’s services,…
https://youtu.be/OFr-9c3bb9g Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, and I’m back again with Danielle Supkis Cheek, one of the faces of our fraud and forensics team. Danielle, welcome back to the Playbook. Danielle: Thank you again for having me. Jen: So, I’ve heard a little bit about treasury management. What do you do in that space, and what does that look like? Danielle: Treasury management is just a fancy word…
BioHouston will be honoring women in the community at their 11th annual WISE luncheon at River Oaks Country Club on Friday, January 24, 2020. These are the women being honored at the luncheon: Caroline Masiello, Ph.D., Professor of Earth, Environmental and Planetary Sciences, Chemistry, and Biosciences, Rice University Cliona Rooney, Ph.D., Thomas J. Rosenbalm, M.D. Presidential Endowed Chair, Departments of Molecular Virology & Microbiology and Pediatrics, Baylor College of Medicine Padmanee Sharma, M.D., Ph.D., Professor,…
The Greater Houston Partnership (GHP) is hosting its annual meeting for members on January 22, 2020 at the Hilton Americas. GHP’s outgoing chair, Scott McClelland, President of H-E-B Food and Drug, will recap and reminisce on the organization’s work in 2019 before passing the torch to incoming chair, Bobby Tudor, Chairman, Tudor, Pickering, Holt & Co. LLC. Tudor will be joined by GHP’s President and CEO, Bob Harvey, as they look ahead on executing Houston…
A not-for-profit capital campaign aims to raise a specific — usually, a significant — amount of money over a limited time period. Your not-for-profit may undertake a capital campaign to acquire land, buy a new facility, expand an existing facility, purchase major equipment or seed an endowment. Whatever your goal, a capital campaign can be grueling, so you need to ensure stakeholders are on board and ready to do what it takes to reach it.…
The IRS announced it is opening the 2019 individual income tax return filing season on January 27. Even if you typically don’t file until much closer to the April 15 deadline (or you file for an extension), consider filing as soon as you can this year. The reason: You can potentially protect yourself from tax identity theft — and you may obtain other benefits, too.…
https://youtu.be/aLzYaTAGuFU Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, and I’m back again with Danielle Supkis Cheek, a director and one of the faces of our data analytics team. Danielle, welcome back the Playbook. Danielle: Thank you again. Jen: So, in this era of technology, and I mentioned in the intro—data analytics. One of the pieces that is data visualization. What are you seeing in that space, and how do you…