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-profits. It covers guidance on accounting standards, tax planning strategies including retirement plans like 401(k)s, regulatory compliance issues such as those related to broker-dealers and FINRA audits, and payroll tax responsibilities and penalties for small businesses. The blog also highlights community and networking events relevant to professionals in the accounting and business services fields. Its content is aimed at helping organizations navigate financial reporting, tax obligations, and regulatory requirements.

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As we head toward the gift-giving season, you may be considering giving gifts of cash or securities to your loved ones. Taxpayers can transfer substantial amounts free of gift taxes to their children and others each year through the use…