On September 27, 2019, PKF Texas and the Houston Business Journal (HBJ) are partnering for a Power Breakfast event: “What’s Next for Your Business: Transition Planning.” A panel of transaction professionals and advisors will provide their insights at the Royal
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.
Latest from The CPA Desk - Page 6
Carefully Plan Your Traditional IRA Withdrawals…
By Becky Leong
If you’re like many people, you’ve worked hard to accumulate a large nest egg in your traditional IRA (including a SEP-IRA). It’s even more critical to carefully plan for withdrawals from these retirement-savings vehicles.
Knowing the fine points of the…
Three Important Fiduciary Responsibilities of a Not-for-Profit Board Member
By PKF Texas
Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, and I’m back again with Nicole Riley, an Audit Senior Manager and one of the faces of the PKF Texas Not-for-Profit team. Nicole, welcome back to The…
PKF Texas Director Recognized by Houston Business Journal
By PKF Texas
We’re excited to share the news of one of our Directors, Danielle Supkis Cheek, CPA, CFE, CVA, being named as a “Woman Who Means Business” by the Houston Business Journal!
This is the third year in a row…
Engage Your Supporters on Social Media by “Listening”
By Siri Svay
How well do you listen to your not-for-profit’s supporters on social media? If you don’t engage in “social listening,” your efforts may not be good enough.
This marketing communications strategy is popular with for-profit companies, but can just as easily…
How to Handle “No-Match” Letters from SSA
By Jim Streets
In the past few months, many businesses and employers nationwide have received “no-match” letters from the Social Security Administration (SSA). The purpose of these letters is to alert employers if there’s a discrepancy between the agency’s files and data reported…
Why Accounting and Development are Critical to Not-for-Profits
By PKF Texas
Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, and I’m here again with Nicole Riley, an Audit Senior Manager and one of the faces of the PKF Texas Not-for-Profit team. Nicole, welcome back to The…
Recap: 2019 Accounting Updates and Changes for Not-for-Profits
By PKF Texas
There was a full house at the PKF Texas office for our second not-for-profit seminar of the year, “2019 Accounting Updates and Changes for Not-for-Profits.” For this breakfast event, Audit Senior Manager and the face of PKF Texas’ not-for-profit team,…
Why an Accountable Plan is Important for Not-for-Profits
Have staffers complained because their expense reimbursements are taxed? An accountable plan can address the issue. Here’s how accountable plans work and how they benefit employers and employees.
Be Reasonable
Under an accountable plan, reimbursement payments to employees will be…
Tax Implications of Winning – What You Need to Know
By Eli Pando
