In this episode of PKF Texas – The Entrepreneur’s Playbook®, Audit Senior Manager Kimberly Wood, CPA, CEPA, covers some best practices for facilitating a due diligence process and the ways PKF Texas can help with this process.
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In this episode of PKF Texas – The Entrepreneur’s Playbook®, Jen Lemanski is joined by Audit Director, Chris Hatten, CPA, CVA, CM&AA, and Audit Senior Manager, Kimberly Wood, CPA, CEPA, to discuss the advantages of sell-side due diligence.
In this episode of PKF Texas – The Entrepreneur’s Playbook®, Chris Hatten discusses how a business can strategically prepare for the right time to sell their business to avoid being caught off guard.
M&A Markets are “hot” right now! What’s contributing to this current trend? Jen Lemanski sits down with Chris Hatten, CPA, CVA, CM&AA, for this episode of PKF Texas – The Entrepreneur’s Playbook® to discuss the various factors.
JV Solutions is a division of Joint Venture Strategic Advisors (JVSA), offering the energy industry a menu of services, including providing temporary staff to fill the roles of full-time or part-time employees. Learn more about other services JV Solutions provides with JVSA President Kirsten Strieck.
Now that you’ve learned about Joint Venture Strategic Advisors (JVSA) and its service offerings, let’s dive into the history of its inception. How did the company get started and what was the philosophy behind establishing it? JVSA Senior Vice President Brian Baumler, CPA, discusses the details with guest host, Russ Capper.
This episode of the PKF Texas – The Entrepreneur’s Playbook® features Joint Venture Strategic Advisors (JVSA) President, Kirsten Strieck, and Senior Vice President, Brian Baumler, CPA, explaining the details of what JVSA is and what services the company offers.
Understanding how plan documents and adoption agreements relate to 401(k) plans, along with the importance of the elections made in the adoption agreement, are vital to a company’s 401(k) plan. In this episode of PKF Texas – The Entrepreneurs Playbook®, Audit Senior Manager Jen Edmiston will cover these topics, as well as how plan sponsors can minimize their risk with the adoption agreement.
Russ Capper had a chance to sit down with Norbert Czypionka, a senior manager with Joint Venture Strategic Advisors. In this discussion, Norbert will explain how JVSA is able to advise their clients in the oil and gas industry with revenue audits, financial transactions that relate to a specific well, to net revenue interests.
Disclaimer: The information discussed by Norbert in this video applies to the U.S. only and does not relate to Canadian audits.
Third-party providers can be very beneficial for companies and their retirement plans. In this episode of PKF Texas – The Entrepreneurs Playbook®, Kelly McDonald will go over some of these benefits, along with issues to be aware of to help mitigate any liabilities from the third-party providers.
In this episode of PKF Texas – The Entrepreneurs Playbook®, Business Advisory Manager Roland Robb is back to explain the benefits and credits a company may be eligible for with the Employee Retention Credit under the CARES Act.
On this episode of PKF Texas – The Entrepreneurs Playbook®, Roland Robb, a Business Advisory manager at PKF Texas, discusses the Employee Retention Credit (ERC) under the CARES Act along with eligibility and the different rules for 2021 verses 2020.
In this episode of PKF Texas – The Entrepreneurs Playbook®, Carlos Gomez will discuss how oil and gas lease operations can benefit from a Royalty Relief overview to recover royalties or lost profits based on leases they operate.
Reducing third-party risk to ensure that contracts, business procedures and proper use of the intellectual property are some of the benefits from engaging in a contract compliance overview. Carlos Gomez, an audit manager with PKF Texas, discusses these benefits and many more on this episode of PKF Texas – The Entrepreneurs Playbook®.
Royalty rates and minimum guarantees are a few key sections of licensing agreements. In this episode of PKF Texas – The Entrepreneurs Playbook®, Jen Lemanski sits down with Carlos Gomez to discuss these important sections and a few others surrounding licensing agreements.
Data analytics can benefit not-for-profit organizations tremendously. In this episode of PKF Texas – The Entrepreneurs Playbook®, Nicole Riley discusses with Jen Lemanski all the advantages of collecting and applying data analytics to help develop smart business decisions and strategies for your not-for-profit organization.
Building team morale and maintaining clear communication between the two different departments, finance and development, within not-for-profit organizations are just two of the important benefits of collaboration. In this episode of PKF Texas – The Entrepreneurs Playbook®, Nicole Riley, CPA, CFE, will cover these and more.
Nicole Riley, a Director on the audit team and one of the faces of PKF Texas’ not-for-profit team, has a few tips on how you can prepare for a smooth audit process with your not-for-profit organization on this episode of the PKF Texas – The Entrepreneur’s Playbook®.
PKF Texas offers a variety of field examination services for banks. In this episode of PKF Texas – The Entrepreneurs Playbook®, Matt Goldston, a director in the entrepreneurial advisory services group, discusses the various services banks are requesting PKF Texas to work with them on.
A bank field examination is an important lending practice for any bank to conduct by evaluating the assets their clients provided. Find out how Matt Goldston, a Director on the Entrepreneurial Advisory Services team with PKF Texas, can help on this episode of PKF Texas – The Entrepreneurs Playbook®.
What triggers the IRS to audit a not-for-profit organization? In this episode of PKF Texas – The Entrepreneurs Playbook®, Emily Smikal, a tax director and one of the faces of our PKF Texas not-for-profit team, discusses key factors and how your organization can avoid common audit pitfalls.
Did you know that not-for-profit organizations need to file tax forms? In this episode of PKF Texas – The Entrepreneurs Playbook, Jen Lemanski sits down with Emily Smikal, a tax director and one of the faces of the PKF Texas not-for-profit team, to discuss the various forms your not-for-profit organization needs to be aware of with filing taxes.
Emily Smikal, a Director in our tax department and one of the faces of the PKF Texas not-for-profit team, sits down with Jen Lemanski to discuss how a not-for-profit organization might meet the criteria for unrelated business income, or UBI for short.
Jen Lemanski visits with Carlos Gomez, an Audit Manager and one of the faces of PKF Texas’ Contract Compliance Services team, to discuss how a royalty audit can be beneficial for a brand when contracting with a third party.
Operational Management Audits can net results of 10% or more in recovered fees. Find out how in this episode of PKF Texas – The Entrepreneurs Playbook® with Jen Lemanski and Carlos Gomez, an Audit Manager and one of the faces of the PKF Texas Contract Compliance Services team.
Fiduciary positions involve a lot of responsibilities, which could lead to risks if not properly educated in the role. Jen Lemanski sits down with Kristin Ryan, an audit senior manager and one of the faces of the PKF Texas Employee Benefit Plan Team, to discuss where the gaps are and how to mitigate them.
Jen Lemanski and Carlos Gomez, an Audit Manager and one of the faces of PKF Texas’ Contract Compliance Services team, discuss management operational agreement audits. Find out what they entail, who is involved and how PKF Texas can help you through this audit process.
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.
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.
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.
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 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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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.
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 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.
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.
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.
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 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.
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.
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.
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.
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 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.
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.
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.
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 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.
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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 is bringing change to transfer pricing. Jen discusses local and foreign details with Frank Landreneau, one of PKF Texas’ international tax directors
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.
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.
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.
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.
