Jen: This is the PKF Texas – Entrepreneur’s Playbook®. I’m Jen Lemanski, and I’m here with Roland Robb, a member of our business advisory team. Roland, welcome to the Playbook.
Roland: Hi Jen. It’s great to be here.
Jen:
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 5
2021 Houston Energy Conference In-Person and Livestream
By PKF Texas
PKF Texas is happy to be a Platinum sponsor of the 2021 Texas CPA Society (TXCPA) Houston Energy Conference! The conference will be hosted in-person with a virtual livestreaming option and will feature insights from top executives and professionals in…
How to Benefit from Cause Marketing
By Jen Lemanski
Starbucks, Nike, Pepsi, Uber and scores of other major companies regularly use cause marketing to burnish their image and reach customers. The not-for-profit organizations that partner with these companies can reap multiple benefits, including financial support and raised awareness of…
Tax Implications of Moving a Parent Into a Nursing Home
By Andy Aasen
If you have a parent entering a nursing home, you may not be thinking about taxes. But there are a number of possible tax implications. Here are five.…
Prepare Your Not-for-Profit for an Audit in 5 Ways
By Nicole Riley
No not-for-profit looks forward to annual audits. But regular maintenance and preparation specific to an impending audit can make the process less disruptive.
We recommend taking the following steps.…
The Deductibility of Corporate Expenses Covered by Officers and Shareholders
Do you play a major role in a closely held corporation and sometimes spend money on corporate expenses personally? These costs may wind up being nondeductible both by an officer and the corporation unless proper steps are taken.
This issue…
Is Your Not-for-Profit Considering HR Outsourcing?
The global market for human resources outsourcing was approximately $32.8 billion in 2020 and is projected to rise to $45.8 billion by 2027, according to market research company Reportlinker. Should your not-for-profit join the many organizations that have already determined…
Are You Planning Your Estate or Have Inherited Assets?
If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes.…
Mark Your Calendars! Upcoming Summer 2021 Houston Events…
By PKF Texas
As trusted business advisors, we enjoy working with you to co-create ideas and co-develop smart business decisions. Even amidst the COVID-19 pandemic, we still want to continue providing valuable information, including upcoming Houston events that we support, and think may…
What’s Taxable for Your Not-for-Profit’s Sponsorships and Advertising?
By Emily Smikal
Your not-for-profit may prefer to avoid activities that subject it to unrelated business income tax (UBIT). But if you accept advertising or sponsorships that aren’t substantially related to your tax-exempt purpose, you may unwittingly expose your organization to UBIT…