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 our PKF Texas Contract Compliance Services team. Carlos, welcome back to
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 13
Collaboration Between Development and Accounting
Your accounting and development departments are central to the continued financial health of your not-for-profit. So what happens when communication between these two functions break down? It could result in conflict between staffers, inaccurate financial statements and, in a worst-case…
Valuing Noncash Donations for Your Not-for-Profit
By Emily Smikal
Many not-for-profits experience a flood of last-minute donations at the end of the year. Although cash is easy to value, valuing noncash donations is trickier.
If you’re struggling to assign amounts to contributions — either for a donor or your…
What You Need to Know About the COVID-19 Relief Law
The new COVID-19 relief law that was signed on December 27, 2020, contains a multitude of provisions that may affect you.
Here are some of the highlights of the Consolidated Appropriations Act, which also contains two other laws: the COVID-related…
PKF Texas has Three New Directors!
By PKF Texas
As of January 1, 2021, PKF Texas promoted three Senior Managers to Directors:
- Nicole Riley, CPA, CFE, Audit
- Chris Dodd, CPA, Tax
- Emily Smikal, CPA, Tax
Nicole joined the firm in 2014 and leads PKF Texas’ growing not-for-profit practice. She…
The Impact of M&A on Employee Benefit Plans
By PKF Texas
Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, and I’m back once again with Kristin Ryan, an Audit Senior Manager and one of the faces of the PKF Texas Employee Benefit Plan audit team. Kristin,…
3 Ways to Help Keep Your Not-for-Profit Members
By Nicole Riley
If your charity or association depends financially on membership fees, you know that non-renewals are cause for concern. During this time of economic and occupational insecurity, you may be experiencing membership drop-offs and some anxiety about your organization’s future.
How…
Is Your Next Tax Deadline January 15?
By Emily Smikal
The fourth 2020 estimated tax payment deadline for individuals is Friday, January 15, 2021. If you’re self-employed and don’t have withholding from paychecks, you probably have to make estimated tax payments. These payments must be sent to the IRS on…
Danielle Supkis Cheek Named as a 2020 “40 Under 40”
By PKF Texas
PKF Texas is pleased to announce Director, Danielle Supkis Cheek, CPA, CFE, CVA, has been named a 2020 “40 Under 40 in the Accounting Profession” by CPA Practice Advisor. This is the seventh year Danielle has received this recognition.
The…
More on the SECURE Act and CARES Act
By PKF Texas
Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, and I’m back once again with Kristin Ryan, an Audit Senior Manager and one of the faces of the PKF Texas Employee Benefit Plan team. Kristen, welcome back…