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.
The SEC issued two final rules affecting broker-dealers and investment advisors in an open public meeting on June 5, 2019, which are effective September 10, 2019.
These new rules are designed to increase investor protections and require broker-dealers to adhere…
It’s never easy to say “no” to a generous donor. But a gift acceptance policy can make the decision and process easier. When you receive a personal gift from a friend or family member — even if it’s not something…
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 a quarterly basis. The third 2019 estimated tax payment deadline for individuals is Monday,…
Jen: This is the PKF Texas Entrepreneurs Playbook. I’m Jen Lemanski, and I’m back again with Nicole Riley, an Audit Senior Manager and one of the faces of PKF Texas’ Not-for-Profit team. Nicole, welcome back to The Playbook.…
As accountants and trusted business advisors, we enjoy working with you to co-create ideas and co-develop innovative solutions for your business. To supplement this, we also want to provide valuable information, including upcoming Houston events that we support, and think…
Most not-for-profit board members are unpaid volunteers. They’ve agreed to serve, because they care about your mission and the impact your organization is making. You owe it to them to make the job as easy as possible — starting with well-organized…
As teachers head back for a new school year, they often pay for various expenses for which they don’t receive reimbursement. Fortunately, they may be able to deduct them on their tax returns. However, there are limits on this special…
Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, and I’m back again with Frank Landreneau, a Director and one of the faces of our International Tax team. Frank, welcome back to the playbook.
Frank: It’s…
Earlier this summer, the SEC proposed amendments to improve disclosures relating to acquisitions and dispositions of businesses under:
The proposed rule change impacts small businesses and their investors.
For investors,…
You may think that only large, well-endowed not-for-profits require the advice of an investment advisor.
But even smaller not-for-profits with modest endowments — particularly smaller not-for-profits that don’t have in-house financial expertise — can benefit from hiring an investment professional.…
