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Home Archive by category "Entrepreneur’s Playbook"

The Impact of M&A on Employee Benefit Plans

By John Whiteside | Entrepreneur's Playbook | 0 comment | 28 December, 2020 | 0

Kristin Ryan, CPA, and Jen Lemanski discuss merger and acquisition (M&A) activities and the impact they have on your company’s employee benefit plans. Here’s what a company needs to have prepared for a successful transaction on this episode of PKF Texas – The Entrepreneur’s Playbook.

More on the SECURE Act and CARES Act

By John Whiteside | Entrepreneur's Playbook | 0 comment | 21 December, 2020 | 0

Jen Lemanski and Kristin Ryan, an audit senior manager and one of the faces of The PKF Texas Employee Benefit Plan team, discuss some important details your company needs to know about the SECURE Act and CARES Act in this episode of PKF Texas’ – The Entrepreneurs Playbook.

Navigating Through PPP Loan Forgiveness

By John Whiteside | Entrepreneur's Playbook | 0 comment | 14 December, 2020 | 0

Keeping up with the PPP Loan Forgiveness program can be a tough challenge. In this episode of PKF Texas’ – The Entrepreneurs Playbook, Jen Lemanski sits down with Matt Goldston, a director in the Entrepreneurial Advisory Services team, to discuss how PKF Texas might be able to help you navigate the always changing landscape.

What are Outsourced Controller and CFO Services?

By John Whiteside | Entrepreneur's Playbook | 0 comment | 16 November, 2020 | 0

If your company needs a skilled financial professional without the burden of a full-time person, PKF Texas has a solution. Byron Hebert, CPA, CTP, Chief Growth Officer, discusses PKF Texas’ wide range of expertise in its Outsourced Controller and CFO services with Matt Goldston and Sam Razmandi.

Management Operation Agreements – Locally and Globally

By John Whiteside | Entrepreneur's Playbook | 0 comment | 29 September, 2020 | 0

Management operation agreements are next in our series on PKF Texas’ Contract Compliance services. Jen discusses what they are, who needs them and how we can help, with Carlos Gomez, an Audit Manager and one of the faces of PKF Texas’ Contract Compliance Services team.

Red Flags in Licensing and Royalty Audits

By John Whiteside | Entrepreneur's Playbook | 0 comment | 18 September, 2020 | 0

Our series on PKF Texas’ Contract Compliance services explores licensing and royalty audits for both the licensee and the licensor. Jen discusses misreporting and other mishaps with Carlos Gomez, an audit manager and one of the faces of PKF Texas’ Contract Compliance Services team.

What to Know About a Vendor Audit

By John Whiteside | Entrepreneur's Playbook | 0 comment | 15 September, 2020 | 0

As we continue the conversation about Contract Compliance, this week we dive into the details around vendor audits. Jen discusses how they work and what companies should consider with Carlos Gomez, an audit manager and one of the faces of PKF Texas’ Contract Compliance Services team.

Franchise Contract Compliance – A Closer Look

By John Whiteside | Entrepreneur's Playbook | 0 comment | 5 September, 2020 | 0

Last week we introduced and defined PKF Texas’ Contract Compliance services. This week we get more specific with Franchise Compliance. Jen discusses franchise compliance audits, red flags and services for franchisees with Carlos Gomez, an audit manager and one of the faces of PKF Texas’ Contract Compliance Services team.

What are Contract Compliance Services?

By John Whiteside | Entrepreneur's Playbook | 0 comment | 29 August, 2020 | 1

What are Contract Compliance services and who needs them? They are more diverse than you think and can provide benefits to both sides of an agreement. Jen discusses contract reviews, protections and language with Carlos Gomez, an audit manager and one of the faces of PKF Texas’ Contract Compliance Services team.

Walkthrough of Paycheck Protection Program Loan Forgiveness Application

By John Whiteside | Entrepreneur's Playbook | 0 comment | 30 May, 2020 | 0

In this special episode of PKF Texas – The Entrepreneur’s Playbook, Entrepreneurial Advisory Services Director, Sam Razmandi, CPA, walks you through the Paycheck Protection Program Loan Forgiveness Application released by the Small Business Administration (SBA) and Department of Treasury in response to the COVID-19 pandemic.

SEC Disclosure Effectiveness Initiative and What it Means for Public Companies

By John Whiteside | Entrepreneur's Playbook | 0 comment | 4 April, 2020 | 1

The SEC recently issued more authoritative interpretive guidance on disclosures. Jen discusses the Disclosure Effectiveness Initiative and how it affects public companies with Chip Schweiger, an audit director and one of the faces of PKF Texas’ SEC Team.

Monitoring the FCPA: Is your Public Company in Compliance?

By John Whiteside | Entrepreneur's Playbook | 0 comment | 28 March, 2020 | 0

Public company violations of the Foreign Corrupt Practices Act (FCPA) can bring severe punishments. Are your FCPA programs up-to-date? Jen discusses the SEC’s increased focus on FCPA with Chip Schweiger, an audit director and one of the faces of PKF Texas’ SEC Team.

PCAOB and SEC: Possible Merger by 2022?

By John Whiteside | Entrepreneur's Playbook | 0 comment | 21 March, 2020 | 0

Will the PCAOB merge into the SEC? Would your company be affected? Jen gets a detailed update from Ryan Istre, an audit director and one of the faces of PKF Texas’ SEC Team.

Maintaining Independence: Navigating SEC and PCAOB Guidance

By John Whiteside | Entrepreneur's Playbook | 0 comment | 14 March, 2020 | 0

Audit independence issues are always a hot topic. Jen discusses the nuances between the SEC and PCAOB’s concerns with Ryan Istre, an audit director and one of the faces of PKF Texas’ SEC Team.

How Critical Audit Matters Affect SEC Companies

By John Whiteside | Entrepreneur's Playbook | 0 comment | 7 March, 2020 | 0

Is your audit committee prepared for the new CAMs? Jen discusses the SEC’s latest staff guidance on Critical Audit Matters with Ryan Istre, an audit director and one of the faces of PKF Texas’ SEC Team.

How Comment Letter Trends from the SEC Impact Public Companies

By John Whiteside | Entrepreneur's Playbook | 0 comment | 29 February, 2020 | 0

Audit season is here, and public companies are preparing their financial statements and disclosures. Jen discusses the SEC’s latest comments with Chip Schweiger, an audit director and one of the faces of PKF Texas’ SEC Team.

Three Structuring Options for International Business

By John Whiteside | Entrepreneur's Playbook | 0 comment | 22 February, 2020 | 0

Tax law has many exceptions for entrepreneurs restructuring or liquidating small- to medium-sized businesses with international operations. Russ discusses evolving options and solutions with Frank Landreneau, a Director and one of the faces of PKF Texas’ International Tax Team.

Restructuring Strategies for Small- to Medium-Sized Businesses

By John Whiteside | Entrepreneur's Playbook | 0 comment | 15 February, 2020 | 0

Restructuring a small- to medium-sized business for international operations is more complicated with the Tax Cut Jobs Act. Russ discusses different options with Frank Landreneau, a director and one of the faces of PKF Texas’ International Tax Team.

How the SECURE Act Affects Pension Plans

By John Whiteside | Entrepreneur's Playbook | 0 comment | 8 February, 2020 | 0

More changes are coming from the SECURE Act, which will affect not only Defined Contribution plans, but 401(k) and other pension plans as well. Russ discusses details with Kristin Ryan, Audit Senior Manager and one of the faces of the PKF Texas Employee Benefit Plan team.

The SECURE Act – What You Need to Know

By John Whiteside | Entrepreneur's Playbook | 0 comment | 1 February, 2020 | 0

Are you current on recent changes to the rules for 401(k) and Defined Compensation plans? Russ discusses specifics of the SECURE Act with Kristin Ryan, Audit Senior Manager and one of the faces of the PKF Texas Employee Benefit Plan team.

Seminar Preview: Employee Engagement and Communication Strategies

By John Whiteside | Entrepreneur's Playbook | 0 comment | 25 January, 2020 | 0

PKF Texas’ next Continuing Education event focuses on Employee Engagement and Communication Strategies. It’s coming up on February 6th. Russ gets the details from Kristin Ryan, Audit Senior Manager and one of the faces of the PKF Texas Employee Benefit Plan team.

How Treasury Management Can Help Protect Your Business

By John Whiteside | Entrepreneur's Playbook | 0 comment | 18 January, 2020 | 0

How safe is your company’s cash? Is it appropriately protected from fraud? Jen discusses the benefits of treasury management with Danielle Supkis Cheek, a director on the PKF Texas Fraud and Forensics team.

What is Data Visualization and How to Get Started

By John Whiteside | Entrepreneur's Playbook | 0 comment | 11 January, 2020 | 0

Data visualization is not as scary as it sounds. Danielle Supkis Cheek, a director on the PKF Texas Data Analytics team, explains how to start small and proceed at your own speed.

Get Started on Lease Accounting Now!

By John Whiteside | Entrepreneur's Playbook | 0 comment | 4 January, 2020 | 0

The implementation for lease accounting for private companies has been delayed. Danielle Supkis Cheek, a director on the PKF Texas Consulting team, offers advice and tips for handling the coming changes.

How Revenue Recognition Impacts Companies

By John Whiteside | Entrepreneur's Playbook | 0 comment | 28 December, 2019 | 0

Is your company ready for audit season? Danielle Supkis Cheek, a director in the entrepreneurial services group at PKF Texas, is back with Jen to discuss revenue recognition and changes to consider.

Tips for Your Not-for-Profit’s Functional Expense Schedule

By John Whiteside | Entrepreneur's Playbook | 0 comment | 7 December, 2019 | 0

Is your functional expense schedule up to date? Jen gets important tips for not-for-profits from Nicole Riley, CPA, CFE, an audit senior manager and one of the faces of the PKF Texas Not-for-Profit team.

What’s Coming from the PCAOB Annual Inspection Report?

By John Whiteside | Entrepreneur's Playbook | 0 comment | 30 November, 2019 | 0

What’s on the horizon for broker-dealers? Jen discusses what to expect in the next PCAOB inspection report with Marty Lindle, an audit director and one of the faces of PKF Texas’ Broker-Dealer team.

Deficiencies Auditors Find with Broker-Dealers

By John Whiteside | Entrepreneur's Playbook | 0 comment | 26 November, 2019 | 0

What deficiencies are auditors finding with broker-dealers? Jen continues her discussion of the PCAOB inspection report with Marty Lindle, an audit director and one of the faces of PKF Texas’ Broker-Dealer team.

Trends Emerging from PCAOB Annual Inspection Reports

By John Whiteside | Entrepreneur's Playbook | 0 comment | 20 November, 2019 | 0

Each annual inspection report from the PCAOB has prompted changes in the broker-dealer space. Jen continues the discussion with Marty Lindle, an audit director and one of the faces of PKF Texas’ Broker-Dealer team.

What FINRA Finds with Your Expense Sharing Agreements

By John Whiteside | Entrepreneur's Playbook | 0 comment | 13 November, 2019 | 0

Are your expense sharing agreements documented properly? Jen discusses what FINRA looks for and common issues they find in an audit with Nicole Riley, CPA, CFE, an audit senior manager and one of the faces of PKF Texas’ Broker-Dealer team.

The Effects of the PCAOB’s Annual Report on the Interim Inspection Program

By John Whiteside | Entrepreneur's Playbook | 0 comment | 6 November, 2019 | 0

The PCAOB has released its eighth annual report on the interim inspection program for auditors. Jen discusses how the report affects broker-dealers with Marty Lindle, an audit director and one of the faces of PKF Texas’ Broker-Dealer team.

What is a Broker-Dealer?

By John Whiteside | Entrepreneur's Playbook | 0 comment | 29 October, 2019 | 0

The modern broker-dealer does more than just buy and sell securities. Jen discusses definitions and regulations with Nicole Riley, CPA, CFE, an audit senior manager and one of the faces of PKF Texas’ Broker-Dealer team.

Common Deficiencies in 401(k) Compliance – What to Know

By John Whiteside | Entrepreneur's Playbook | 0 comment | 21 October, 2019 | 0

Is your 401(k) plan administrator fulfilling all its fiduciary responsibilities? If not, your company could be liable. Jen is back with Kristin Ryan, an audit senior manager and one of the faces of PKF Texas’ Employee Benefit Plan team.

What Happens When You Find Errors in Your Employee Benefit Plan?

By John Whiteside | Entrepreneur's Playbook | 0 comment | 15 October, 2019 | 0

Could your employee benefit plan survive an audit? What happens when errors are discovered? Jen continues her discussion with Kristin Ryan, an audit senior manager and one of the faces of PKF Texas’ Employee Benefit Plan team.

Avoiding Pitfalls in Compensation Definitions for Your 401(k) Plan

By John Whiteside | Entrepreneur's Playbook | 0 comment | 7 October, 2019 | 0

Has there been a change in your company’s Employee Benefit Plan and how does this affect the definition of compensation? Jen is back to discuss 401(k) plans with Michael Veuleman, audit practice leader and one of the faces of PKF Texas’ Employee Benefit Plan team.

How to Protect 401(k) Plans with Cyber Security

By John Whiteside | Entrepreneur's Playbook | 0 comment | 30 September, 2019 | 0

How safe is your employees’ 401(k) plan data? Jen discusses ways to mitigate the risk to employee date through cyber security with Michael Veuleman, audit practice leader and one of the faces of PKF Texas’ Employee Benefit Plan team.

How Data Analytics Impact Employee Benefits

By John Whiteside | Entrepreneur's Playbook | 0 comment | 23 September, 2019 | 0

Did you know that having the right data can impact employee benefit costs? Jen discusses strategies related to employee participation in health care programs with Kristin Ryan, an audit senior manager and one of the faces of PKF Texas’ Employee Benefit Plan team.

How to Prevent Occupational Fraud in Your Not-for-Profit

By John Whiteside | Entrepreneur's Playbook | 0 comment | 31 August, 2019 | 0

Is your not-for-profit organization taking the steps it should to prevent occupational fraud? Jen discusses checks and balances and other things to consider with Nicole Riley, CPA, CFE, audit senior manager on the PKF Texas Not-for-Profit team.

Debt Financing – What You Need to Know

By John Whiteside | Entrepreneur's Playbook | 0 comment | 24 August, 2019 | 0

Mistakes in debt financing can cause headaches for a foreign multi-national firm. Jen discusses what they should be paying attention to with Frank Landreneau, a Director and one of the faces of the PKF Texas International Tax team.

Three Important Fiduciary Responsibilities of a NFP Board Member

By John Whiteside | Entrepreneur's Playbook | 0 comment | 17 August, 2019 | 0

Not-for-Profit organizations working with a Board of Directors must be aware of an additional layer of rules. Jen discusses fiduciary responsibilities of board members with Nicole Riley, CPA, CTP, audit senior manager on the PKF Texas Not-for-Profit team.

Why Accounting and Development are Critical to Not-for-Profits

By John Whiteside | Entrepreneur's Playbook | 0 comment | 12 August, 2019 | 0

The Development and Accounting departments for Not-for-Profit organizations are critical to have in sync with financial reporting. Jen discusses solutions for collaboration between the two with Nicole Riley, CPA, CFE, audit senior manager on the PKF Texas Not-for-Profit team.

The 2019 TXCPA Houston Energy Conference – What to Know

By John Whiteside | Entrepreneur's Playbook | 0 comment | 5 August, 2019 | 0

Texas CPA Society (TXCPA) Houston Chapter is preparing for its annual accounting and reporting event for the energy industry. Jen joins Brian Baumler, PKF Texas; Jennifer Poff; TXCPA; and Tanya Tyler, WG Consulting; for a lively discussion about the upcoming 2019 TXCPA Energy Conference on August 28th.

Tax Planning Strategies for Foreign Inbound Investment

By John Whiteside | Entrepreneur's Playbook | 0 comment | 2 August, 2019 | 0

Tax Reform has changed the rules for not only domestic, but international corporations doing business in the U.S. Jen and with Frank Landreneau, a Director and one of the faces of the PKF Texas International Tax team, discuss how it can impact tax planning strategies.

Get the Best Deal for Selling Your Business

By John Whiteside | Entrepreneur's Playbook | 0 comment | 23 July, 2019 | 0

How do you make sure you’re getting the best deal when considering the sale of your business? Jen discusses how to optimize planned and opportunistic sale transactions with Matt Goldston, a Director of PKF Texas’ Entrepreneurial Advisory Services and a member of the Transaction Advisory Services Team.

The Pitfalls of Preparing to Sell Your Business

By John Whiteside | Entrepreneur's Playbook | 0 comment | 16 July, 2019 | 0

Preparing for a sale doesn’t have to be stressful if you know what to expect. Jen discusses potential pitfalls and how to reduce them with Matt Goldston, a Director on PKF Texas’ Entrepreneurial Advisory Services Team and a member of the Transaction Advisory Services Team.

How to Maximize Opportunity with FDII

By John Whiteside | Entrepreneur's Playbook | 0 comment | 11 July, 2019 | 0

Are you getting the full benefit of recent changes to the Foreign Derived Intangible Income (FDII) deduction? Jen continues the FDII discussion with Frank Landreneau, one of PKF Texas’ international tax directors.

What to Do When a Buyer Calls

By John Whiteside | Entrepreneur's Playbook | 0 comment | 2 July, 2019 | 0

Not being prepared for an out of the blue call from a strategic buyer could cost you in the long run. Jen discusses how to handle the unexpected with Matt Goldston, a Director of PKF Texas’ Entrepreneurial Advisory Services and a member of the Transaction Advisory Services Team.

Changes in SEC Reporting

By John Whiteside | Entrepreneur's Playbook | 0 comment | 25 June, 2019 | 0

SEC reporting changes are coming! Jen discusses what’s in the works with Miriam Rouziek, an audit manager and member of the PKF Texas SEC team.

Know Your Business Value

By John Whiteside | Entrepreneur's Playbook | 0 comment | 15 June, 2019 | 0

We’re discussing how to prepare for a sale. (Hint: Don’t try to do it alone.) Jen discusses valuing your business with Matt Goldston, a Director of PKF Texas’ Entrepreneurial Advisory Services and a member of the Transaction Advisory Services Team.

FDII Update from Early March

By John Whiteside | Entrepreneur's Playbook | 0 comment | 8 June, 2019 | 0

Are you up to date on the changes made to the Foreign Derived Intangible Income (FDII) rules earlier this year? Jen talks all things FDII, including comparing it to IC-DISC, with Frank Landreneau, one of PKF Texas’ international tax directors.

PCAOB Inspection Trends

By John Whiteside | Entrepreneur's Playbook | 0 comment | 1 June, 2019 | 0

Changes in the PCAOB’s inspection trends and audit controls are today’s topics. Jen discusses audit procedures and more with Miriam Rouziek, an audit manager and member of the PKF Texas SEC team.

Tax Reform Opportunities and Traps

By John Whiteside | Entrepreneur's Playbook | 0 comment | 25 May, 2019 | 0

There are opportunities for international businesses to consider due to tax reform. Frank Landreneau, a Director and one of the faces of the PKF Texas International Tax team, covers what international businesses should look at when they enter the U.S. market.

Preparing to Sell Your Company

By John Whiteside | Entrepreneur's Playbook | 0 comment | 18 May, 2019 | 0

How do you prepare to sell your company? What pitfalls may need to be avoided? Russ asks Matt Goldston, a Director of PKF Texas’ Entrepreneurial Advisory Services and a member of the Transaction Advisory Services Team.

Public Company Accounting Oversight Board

By John Whiteside | Entrepreneur's Playbook | 0 comment | 11 May, 2019 | 0

The PCAOB audit report standards are changing. Is your company ready? Jen discusses what’s coming with Miriam Rouziek, an audit manager and member of the PKF Texas SEC team.

Being Prepared for a Sale

By John Whiteside | Entrepreneur's Playbook | 0 comment | 4 May, 2019 | 0

How far in advance should you prepare for a sale? You may be surprised! Jen discusses the topic with Kimberly Wood, an audit senior manager and one of the faces of the Transaction Advisory Services team at PKF Texas.

Matt Goldston – Entrepreneurial Advisory Services

By John Whiteside | Entrepreneur's Playbook | 0 comment | 27 April, 2019 | 0

Are you prepared for an unexpected buyer for your business to appear? Would you know the value of your business so you could properly evaluate the offer? Russ visits with Matt Goldston, a Director of PKF Texas’ Entrepreneurial Advisory Services and a member of the Transaction Advisory Services Team.

Evolving U.S. International Tax Rules

By John Whiteside | Entrepreneur's Playbook | 0 comment | 20 April, 2019 | 0

Your knowledge of the U.S. international tax rules—as they continue to evolve—will determine whether today’s new rules are opportunities or are traps for the unwary. Jen gets more updates from Frank Landreneau, one of PKF Texas’ international tax directors.

Russ Capper – The Executive Director of Houston Exponential

By John Whiteside | Entrepreneur's Playbook | 0 comment | 13 April, 2019 | 0

Our own Russ Capper is Executive Director of Houston Exponential, a non-profit initiative to promote and support Houston’s innovators. Jen visits with Russ to get the 411 on the current and future plans of HX.

What’s Upcoming for SEC 2019

By John Whiteside | Entrepreneur's Playbook | 0 comment | 6 April, 2019 | 0

Cyber Security is on the minds of everyone—including the SEC. Are you current on the SEC’s latest movements? Jen discusses what’s coming with Miriam Rouziek, an audit manager and member of the PKF Texas SEC team.

Renewable Strategies and Solutions

By John Whiteside | Entrepreneur's Playbook | 0 comment | 30 March, 2019 | 0

Solar energy to help power-dense energy, water and chemical companies reduce emissions and operate more efficiently? It’s the way of the future! Russ is at the Gulf Coast Regional Family Forum where he visited with Richard Gruber, Co-founder and Chief Commercial Officer at Merit SI.

IC-DISC Strategy

By John Whiteside | Entrepreneur's Playbook | 0 comment | 23 March, 2019 | 0

Does your IC-DISC strategy need to shift with the recent changes in tax law? Jen discusses entities and interest rates with Frank Landreneau, one of PKF Texas’ international tax directors.

G. Scott Clemons – Brown Brothers Harriman & Co.

By John Whiteside | Entrepreneur's Playbook | 0 comment | 16 March, 2019 | 0

This week’s segment is a spirited discussion of the current economic cycle and the drivers and disruptors of economic activity, Russ is at the Gulf Coast Regional Family Forum with G. Scott Clemons, CFA for Brown Brothers Harriman & Co., one of the oldest and largest privately-owned and managed financial services firms in the U.S.

2019 Gulf Coast Regional Family Forum Overview

By John Whiteside | Entrepreneur's Playbook | 0 comment | 9 March, 2019 | 0

Always an interesting event, the 2019 Gulf Coast Regional Family Forum panels focused on subjects including energy investment, community, and human trafficking and what Houstonians can do about it. Russ hits the hot topics with Del Walker, tax practice leader at PKF Texas.

Preventing Delays to a Potential Transaction

By John Whiteside | Entrepreneur's Playbook | 0 comment | 2 March, 2019 | 0

There are steps a business owner can take to prevent delays to a potential transaction. Jen discusses these steps with Kimberly Wood, an audit senior manager and one of the faces of the Transaction Advisory Services team at PKF Texas.

Preparing for an Audit

By John Whiteside | Entrepreneur's Playbook | 0 comment | 23 February, 2019 | 0

Is your company’s “financial house” in order? Jen discusses the importance of being prepared—especially before an audit—with Kimberly Wood, an audit senior manager and a member of the Transaction Advisory Services team at PKF Texas.

Benefits of IC-DISC with your Company

By John Whiteside | Entrepreneur's Playbook | 0 comment | 16 February, 2019 | 0

IC-DISC is still a viable incentive for exporters. How can it benefit your company? Jen discusses the details with Frank Landreneau, one of PKF Texas’ international tax directors.

Facilitating the Due Diligence Process

By John Whiteside | Entrepreneur's Playbook | 0 comment | 9 February, 2019 | 0

Are there ways to facilitate the due diligence process? Jen discusses due diligence specifics with Kimberly Wood, an audit senior manager and a member of the Transaction Advisory Services team at PKF Texas.

Understanding Due Diligence

By John Whiteside | Entrepreneur's Playbook | 0 comment | 2 February, 2019 | 0

What is due diligence and how does it benefit your company? Jen discusses benefits and timing with Kimberly Wood, an audit senior manager and a member of the Transaction Advisory Services team at PKF Texas.

Tax Reform and Transfer Pricing

By John Whiteside | Entrepreneur's Playbook | 0 comment | 19 January, 2019 | 0

Tax Reform is bringing change to transfer pricing. Jen discusses local and foreign details with Frank Landreneau, one of PKF Texas’ international tax directors

Changing Inspection Trends for the PCAOB

By John Whiteside | Entrepreneur's Playbook | 0 comment | 12 January, 2019 | 0

The PCAOB is expected to change some of its inspection trends. Jen discusses what to watch for with Miriam Rouziek, an audit manager and member of the PKF Texas SEC team.

SEC Comment Letters

By John Whiteside | Entrepreneur's Playbook | 0 comment | 5 January, 2019 | 0

Jen discusses trends in SEC comment letters with Miriam Rouziek, an audit manager and member of the PKF Texas SEC team. Miriam explains what the SEC may focus on in the letter, as well as what to do if you receive one.

Rules of Transfer Pricing

By John Whiteside | Entrepreneur's Playbook | 0 comment | 29 December, 2018 | 0

Are you up-to-date on the rules of Transfer Pricing? Jen discusses current provisions, regulations and Tax Reform with Frank Landreneau, one of PKF Texas’ international tax directors.

Revenue Recognition Rules for ASC 606

By John Whiteside | Entrepreneur's Playbook | 0 comment | 22 December, 2018 | 0

The SEC will most likely be issuing comment letters on the recent revenue recognition rules in February or March. It’s important that your company have the most current information, so Jen is back with Ryan Istre, an audit director and a member of the SEC Team at PKF Texas, to find out what companies could potentially expect.

Families Looking to Invest in Not-for-Profits

By John Whiteside | Entrepreneur's Playbook | 0 comment | 15 December, 2018 | 0

Family philanthropy is a hot topic, especially in Houston. What’s the best vehicle for you? Jen discusses the details and differences with Annjeanette Yglesias, a tax manager on the PKF Texas Not-for-Profit team.

Public Company Accounting Oversight Board

By John Whiteside | Entrepreneur's Playbook | 0 comment | 8 December, 2018 | 0

Some of the rules and regs of the Public Company Accounting Oversight Board (PCAOB) are changing and we’re all over it. Jen is back with Ryan Istre, an audit director and a member of the SEC Team at PKF Texas.

Tax Reform and Not-for-Profit Organizations

By John Whiteside | Entrepreneur's Playbook | 0 comment | 1 December, 2018 | 0

Tax Reform is a hot topic and the changing tax rules apply to not-for-profit organizations as well. Jen continues her discussion with Annjeanette Yglesias, a tax manager on the PKF Texas Not-for-Profit team.

Understanding 501(c)(3)

By John Whiteside | Entrepreneur's Playbook | 0 comment | 24 November, 2018 | 0

Limitations, restrictions and tax rules vary for different types of not-for-profit entities, including public charities and private foundations. Jen discusses critical details with Annjeanette Yglesias, a tax manager on the PKF Texas Not-for-Profit team.

Opportunity Zone Tax Incentives

By John Whiteside | Entrepreneur's Playbook | 0 comment | 17 November, 2018 | 0

The Opportunity Zone tax incentives are new this year and Houston has more than 100 local designations. Jen gets the details from Martin Euson, a director on the PKF Texas tax team.

SEC and Small Reporting Companies

By John Whiteside | Entrepreneur's Playbook | 0 comment | 10 November, 2018 | 0

The SEC is expanding its definition of small reporting companies. Jen continues her discussion with Ryan Istre, an audit director and a member of the SEC Team at PKF Texas.

Share-Based Payment Accounting

By John Whiteside | Entrepreneur's Playbook | 0 comment | 3 November, 2018 | 0

FASB is making changes to share-based payment accounting, and it’s happening in the very near future. Jen gets the details from Ryan Istre, an audit director and a member of the SEC Team at PKF Texas.

Charity Watchdog Organizations

By John Whiteside | Entrepreneur's Playbook | 0 comment | 27 October, 2018 | 0

Jen Lemanski continues her discussion with Annjeanette Yglesias, a tax manager on the PKF Texas Not-for-Profit team. Annjeanette explains Charity Watchdog Organizations, what they are and how they work.

The Donor Bill of Rights

By John Whiteside | Entrepreneur's Playbook | 0 comment | 20 October, 2018 | 0

Jen Lemanski is back with Annjeanette Yglesias, tax manager on the PKF Texas Not-for-Profit team. Annjeanette explains the Donor Bill of Rights, a group of best practices that organizations can use to maintain their donor relationships.

The Effects of FDII and GILTI on LLCs

By John Whiteside | Entrepreneur's Playbook | 0 comment | 13 October, 2018 | 0

Jen is back again with Frank Landreneau, one of PKF Texas’ international tax directors. They continue their discussion of International Tax Reform, including how FDII and GILTI could affect LLCs and options for other company structure types.

Details on the Toll Tax

By John Whiteside | Entrepreneur's Playbook | 0 comment | 6 October, 2018 | 0

Jen is back again with Frank Landreneau, one of PKF Texas’ international tax directors. They discuss the toll tax: what it is, who should be aware of it and how it affects businesses.

Frank Landreneau – International tax director

By John Whiteside | Entrepreneur's Playbook | 0 comment | 29 September, 2018 | 0

Entrepreneurs with middle market pass-through entities are subject to the new tax laws too, but most are not fully aware how. Jen visits with Frank Landreneau, one of PKF Texas’ international tax directors.

Attorney/Client Privilege and CPAs

By John Whiteside | Entrepreneur's Playbook | 0 comment | 22 September, 2018 | 0

Jen is discussing fraud with Danielle Supkis Cheek, a Certified Fraud Examiner and a director at PKF Texas. This week they discuss details of working with attorneys and CPAs, and how attorney/client privilege may or may not extend to work the CPA does for a fraud case.

Danielle Supkis Cheek – Business Fraud

By John Whiteside | Entrepreneur's Playbook | 0 comment | 15 September, 2018 | 0

Business fraud is different than personal fraud. Putting a few controls in place can enhance your protection. Danielle Supkis Cheek, a Certified Fraud Examiner and a director at PKF Texas, is back with Jen to continue their important discussion about fraud.

How to Handle a Company Fraud Issue

By John Whiteside | Entrepreneur's Playbook | 0 comment | 8 September, 2018 | 0

Danielle Supkis Cheek, a Certified Fraud Examiner and a director at PKF Texas, is back with Jen to discuss fraud and what to do if you suspect your company might have a fraud issue.

Danielle Supkis Cheek – Entrepreneurial Advisory Services

By John Whiteside | Entrepreneur's Playbook | 0 comment | 1 September, 2018 | 0

Danielle Supkis Cheek, a director at PKF Texas, is back with Jen to discuss changes in the way Not-For-Profits present their financials.

Frank Landreneau – International Tax Director

By John Whiteside | Entrepreneur's Playbook | 0 comment | 25 August, 2018 | 0

How your company handles state income tax on foreign income, taxes for small business and more can be impacted by your legal entity structure and your goals for growth. Jen continues her discussion with Frank Landreneau, one of PKF Texas’ international tax directors.

Danielle Supkis Cheek – Entrepreneurial Advisory Services

By John Whiteside | Entrepreneur's Playbook | 0 comment | 18 August, 2018 | 0

Danielle Supkis Cheek, a member of the PKF Texas Entrepreneurial Advisory Services team, is back with Jen to discuss changes and updates to the Revenue Recognition requirements and obligations for entrepreneurs.

Understanding IC-DISC

By John Whiteside | Entrepreneur's Playbook | 0 comment | 11 August, 2018 | 0

Jen Lemanski continues her discussions about Tax Reform, this week with Frank Landreneau, PKF Texas’ international tax director. Frank explains IC-DISC, a tax incentive for exports that dates back to the 1970s.

Houston CPA Society’s 16th Annual Energy Conference

By John Whiteside | Entrepreneur's Playbook | 0 comment | 4 August, 2018 | 0

Jen hosts PKF Texas’ Brian Baumler and Jennifer Poff, executive director of the Houston CPA Society, to discuss upcoming events. The Society will hold its 16th annual Energy Conference on August 29 here in Houston. Register at www.HoustonCPA.org.

Frank Landreneau – Int’l tax director

By John Whiteside | Entrepreneur's Playbook | 0 comment | 28 July, 2018 | 0

Jen continues her discussion with Frank Landreneau, one of PKF Texas’ international tax directors. The Foreign Derived Intangible Income Incentive can be complicated; Frank explains its application and how it’s calculated.

Frank Landreneau – International Tax Director

By John Whiteside | Entrepreneur's Playbook | 0 comment | 21 July, 2018 | 0

Frank Landreneau, one of PKF Texas’ international tax directors, is back with Jen Lemanski to discuss international tax and tax reform. This week we begin a new series of informational segments on the Foreign Derived Intangible Income Incentive.

Danielle Supkis Cheek – EAS team

By John Whiteside | Entrepreneur's Playbook | 0 comment | 14 July, 2018 | 0

Did you know small businesses are more susceptible to fraud that larger operations? And Not-for-Profits are at an even greater risk. Find out why. Jen Lemanski discusses best practices with Danielle Supkis Cheek, a certified fraud examiner at PKF Texas.

Danielle Supkis Cheek – EAS team

By John Whiteside | Entrepreneur's Playbook | 0 comment | 7 July, 2018 | 0

Your company can be held liable for things your agents may be doing on your behalf. International business comes with strict rules about fraud and, if you’re not asking questions, you should be. Jen Lemanski talks liability with Danielle Supkis Cheek, a certified fraud examiner at PKF Texas.

“GILTI” Tax

By John Whiteside | Entrepreneur's Playbook | 0 comment | 30 June, 2018 | 0

Jen continues her discussion of the Tax Cuts and Jobs Act of 2017 with PKF Texas’ international tax director Frank Landreneau. They discuss more details of the “GILTI” tax, which companies might be subject to it and the benefits of structure.

The “GILTI” Tax

By John Whiteside | Entrepreneur's Playbook | 0 comment | 23 June, 2018 | 0

So many tax changes; so little time! Jen’s discussion of the Tax Cuts and Jobs Act of 2017 with PKF Texas’ international tax director Frank Landreneau continues. Today’s topic is the “GILTI” tax, who pays it and how it can affect a business.

Tax Cuts and Jobs Act of 2017

By John Whiteside | Entrepreneur's Playbook | 0 comment | 16 June, 2018 | 0

Jen continues her discussion of the Tax Cuts and Jobs Act of 2017 with PKF Texas’ international tax director Frank Landreneau. Today’s topic is international middle market companies and foreign (repatriated) funds.

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