Jen: This is The PKF Texas – Entrepreneur’s Playbook®. I’m Jen Lemanski and I’m back once again with Carlos Gomez, an audit manager, and one of the faces of PKF Texas’ Contract Compliance Services team. Carlos, welcome back
The CPA Desk
A Thought Leader Production by PKFTexas
The CPA Desk, published by Pannell Kerr Forster of Texas PC, focuses on accounting and financial topics relevant to businesses and not-for-profit organizations. It covers fiduciary responsibilities and governance for nonprofit boards, tax considerations for individuals relocating or retiring, and best practices for financial due diligence in business transactions. The blog also addresses issues related to donation management and refund policies for nonprofits, as well as retirement planning topics such as participation in employer 401(k) plans. The content aims to provide practical guidance on financial management, tax planning, and compliance matters for organizations and individuals in Texas and beyond.
Latest from The CPA Desk - Page 12
Due Soon: New Form 1099-NEC and Revised 1099-MISC
There’s a new IRS form for business taxpayers that pay or receive certain types of nonemployee compensation and it must be furnished to most recipients by February 1, 2021. After sending the forms to recipients, taxpayers must file the forms with…
Download Now: Fiduciary Fraud Checklist
Recovering Fees in Operational Management Audits – A Closer Look
Jen: This is The PKF Texas – Entrepreneur’s Playbook®. I’m Jen Lemanski, and I’m back again with Carlos Gomez, an audit manager and one of the faces of the PKF Texas Contract Compliance Services team. Carlos, welcome back…
How Data Analytics Helps Decision Making
Data analytics can actually save not-for-profits time and effort, because it helps prevent bad decisions that must later be revisited and revised. Most not-for-profit organizations collect vast volumes of data, but according to a study conducted by EveryAction and Nonprofit…
Mark Your Calendars! Upcoming Winter 2021 Houston Events…
As trusted business advisors, we enjoy working with you to co-create ideas and co-develop innovative solutions for your business. Even amidst the COVID-19 pandemic, we still want to continue providing valuable information, including upcoming Houston events that we support, and…
Understanding Revised Tax Benefits for Higher Education
Attending college and pursuing higher education is one of the biggest investments that parents and students ever make. If you or your child (or grandchild) attends (or plans to attend) an institution of higher learning, you may be eligible for…
Reducing Risk of Litigation Against Fiduciaries
Jen: This is The PKF Texas – Entrepreneur’s Playbook®. I’m Jen Lemanski, and I’m here with Kristin Ryan, an Audit Senior Manager and one of the faces of the PKF Texas Employee Benefit Plan Team. Kristin, welcome back…
The 2021 SEC Filing Reference Guide is Available!
How to Promote Your Not-for-Profit in 2021
Many not-for-profits have been too busy trying to stay afloat to put a lot of resources and energy into public relations. But as the new year begins, you might start thinking about how you’ll promote your organization, mission and programming…