HighDrive NetworkHighDrive NetworkHighDrive NetworkHighDrive Network
  • Programs
    • The BusinessMakers
    • The EnergyMakers
    • HXTV
    • HealthMakers
    • BusinessMakers USA
    • Entrepreneur’s Playbook
    • Business Builders
    • Brandonomics
    • Women Mean Business
    • Biz Moments
  • About HighDrive
  • Contact

Blog

Home Archive by category "Entrepreneur’s Playbook"

Entering a Licensing Agreement – What to Know

By John Whiteside | Entrepreneur's Playbook | 0 comment | 26 September, 2022 | 0

There are various nuances when you’re navigating a licensing agreement – the best terms, your intellectual property, and not losing up to millions of dollars in royalties. Approachable Advisors™ like Contract Compliance Manager, Carlos Gomez, help businesses with this and gives insights on the next PKF Texas – The Entrepreneur’s Playbook®.

The Importance of GAAP Financial Statements

By John Whiteside | Entrepreneur's Playbook | 0 comment | 19 September, 2022 | 0

GAAP financial statements can help streamline the due diligence process for buyers and sellers of businesses. How so? Check out the next episode of PKF Texas – The Entrepreneur’s Playbook® with PKF Texas Audit Senior Manager, Kimberly Wood, CPA, CEPA.

Documentation for Your Donors’ Charitable Contribution

By John Whiteside | Entrepreneur's Playbook | 0 comment | 12 September, 2022 | 0

Does your not-for-profit organization have generous donors? Make sure you’re providing the correct documentation for their charitable contributions to maintain your tax-exempt status. In this episode of PKF Texas – The Entrepreneur’s Playbook®, Tax Director Emily Smikal, CPA, walks us through several scenarios and how to handle them.

Why Sell-Side Due Diligence Helps Sellers

By John Whiteside | Entrepreneur's Playbook | 0 comment | 5 September, 2022 | 0

Think of sell-side due diligence like car maintenance. We’re the mechanics taking a look under the hood of your business. Why is this important? Audit Director, Chris Hatten, CPA, CVA, CM&AA, goes into detail in this episode of PKF Texas – The Entrepreneur’s Playbook®.

Why Companies Should Have a Licensing Agreement

By John Whiteside | Entrepreneur's Playbook | 0 comment | 29 August, 2022 | 0

Do you know the benefits of purchasing a licensing agreement for your company? How do you negotiate the correct terms and conditions of the agreement for the most benefit? All your questions are answered in this episode of PKF Texas – The Entrepreneur’s Playbook® with Audit Contract Compliance Manager, Carlos Gomez.

Why Business Owners Should Invest in an Audit

By John Whiteside | Entrepreneur's Playbook | 0 comment | 22 August, 2022 | 0

There is more to an audit than simply going through one. Other valuable things can come from audits that business owners should consider. In the next episode of PKF Texas – The Entrepreneur’s Playbook®, Jen Lemanski learns more benefits from Audit Senior Manager Kimberly Wood, CPA, CEPA.

Grants for Not-for-Profits – What Steps to Take

By John Whiteside | Entrepreneur's Playbook | 0 comment | 15 August, 2022 | 0

“Grants” is a broad term used universally but can mean different things for not-for-profits. Make sure you understand what grant you need to account for and what steps to take. In the next PKF Texas – The Entrepreneur’s Playbook® Audit Director, Nicole Riley, CPA, breaks down the steps your organization needs to consider when it comes to grant accounting.

How Audited Financial Statements Benefit Buyers

By John Whiteside | Entrepreneur's Playbook | 0 comment | 8 August, 2022 | 0

Performing an audit and having audited financial statements are always a good thing, but how do they also benefit buyers in a transaction? In the next PKF Texas – The Entrepreneur’s Playbook® episode, Audit Senior Manager, Kimberly Wood, CPA, CEPA, provides the insightful details.

3 Pitfalls to Selling Your Business

By John Whiteside | Entrepreneur's Playbook | 0 comment | 1 August, 2022 | 0

You probably know the benefits of selling your business and how to do it effectively, as well as proactively, but have you thought about potential pitfalls?

What NFPs Should Know About Lobbying Activities

By John Whiteside | Entrepreneur's Playbook | 0 comment | 25 July, 2022 | 0

It’s politics season, and there are lobbying activities your not-for-profit should steer away from.

The Benefits of Investing in a Franchise

By John Whiteside | Entrepreneur's Playbook | 0 comment | 18 July, 2022 | 0

If you’re an investor, you might consider purchasing a franchise. Why?

See You at IFA’s Annual Convention in San Diego

By John Whiteside | Entrepreneur's Playbook | 0 comment | 7 February, 2022 | 0

The International Franchise Association’s Annual Convention in San Diego is happening February 26 – March 1, 2022!

Avoiding Obstacles When Selling Your Business

By John Whiteside | Entrepreneur's Playbook | 0 comment | 22 November, 2021 | 0

Reaching the end goal when selling your business may involve a few obstacles along the way.

How to Get Your Financial House in Order

By John Whiteside | Entrepreneur's Playbook | 0 comment | 15 November, 2021 | 0

Looking to sell your business for a premium? The first step in the due diligence process is getting your financial house in order.

Getting the Due Diligence Process Started

By John Whiteside | Entrepreneur's Playbook | 0 comment | 8 November, 2021 | 0

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.

The Advantages of Sell-Side Due Diligence

By John Whiteside | Entrepreneur's Playbook | 0 comment | 1 November, 2021 | 0

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.

Start Thinking About Selling Your Business Now

By John Whiteside | Entrepreneur's Playbook | 0 comment | 25 October, 2021 | 0

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.

The Current State of M&A Markets

By John Whiteside | Entrepreneur's Playbook | 0 comment | 18 October, 2021 | 0

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.

How JV Solutions Can Help

By John Whiteside | Entrepreneur's Playbook | 0 comment | 11 October, 2021 | 0

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.

The History and Beginnings of JVSA

By John Whiteside | Entrepreneur's Playbook | 0 comment | 4 October, 2021 | 0

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.

About JVSA and its Services

By John Whiteside | Entrepreneur's Playbook | 0 comment | 21 September, 2021 | 0

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.

The Importance of Your Company’s 401(k) Plan Documents

By John Whiteside | Entrepreneur's Playbook | 0 comment | 20 September, 2021 | 0

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.

Revenue Audits, RADE and Net Revenue Interests

By John Whiteside | Entrepreneur's Playbook | 0 comment | 13 September, 2021 | 0

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.

Your Retirement Plan, Third-Party Providers and You

By John Whiteside | Entrepreneur's Playbook | 0 comment | 4 September, 2021 | 0

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.

The Benefits of the Employee Retention Credit

By John Whiteside | Entrepreneur's Playbook | 0 comment | 28 August, 2021 | 0

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.

What is the Employee Retention Credit?

By John Whiteside | Entrepreneur's Playbook | 0 comment | 23 August, 2021 | 0

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.

What You Need to Know About Royalty Relief

By John Whiteside | Entrepreneur's Playbook | 0 comment | 1 May, 2021 | 0

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.

The Benefits of a Contract Compliance Engagement

By John Whiteside | Entrepreneur's Playbook | 0 comment | 24 April, 2021 | 0

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®.

Key Sections of Licensing Agreements

By John Whiteside | Entrepreneur's Playbook | 0 comment | 17 April, 2021 | 0

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.

Why Your Not-for-Profit Should Use Data Analytics

By John Whiteside | Entrepreneur's Playbook | 0 comment | 10 April, 2021 | 0

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.

Importance of Collaboration Between Finance & Development

By John Whiteside | Entrepreneur's Playbook | 0 comment | 3 April, 2021 | 0

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.

Three Tips for a Smooth Audit | PKF Texas

By John Whiteside | Entrepreneur's Playbook | 0 comment | 27 March, 2021 | 0

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®.

What to Know About Bank Advisory Services

By John Whiteside | Entrepreneur's Playbook | 0 comment | 20 March, 2021 | 0

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.

What is a Bank Field Examination?

By John Whiteside | Entrepreneur's Playbook | 0 comment | 13 March, 2021 | 0

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®.

How Your NFP Can Avoid Pitfalls of an IRS Audit

By John Whiteside | Entrepreneur's Playbook | 0 comment | 6 March, 2021 | 0

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.

The Tax Forms Not-For-Profits Need to File

By John Whiteside | Entrepreneur's Playbook | 0 comment | 27 February, 2021 | 0

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.

How Unrelated Business Income Tax Impacts Not-for-Profits

By John Whiteside | Entrepreneur's Playbook | 0 comment | 13 February, 2021 | 0

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.

The Benefits of a Royalty Audit

By John Whiteside | Entrepreneur's Playbook | 0 comment | 30 January, 2021 | 0

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.

Recovering Fees in Operational Management Audits

By John Whiteside | Entrepreneur's Playbook | 0 comment | 23 January, 2021 | 0

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.

Reducing Risk of Litigation Against Fiduciaries

By John Whiteside | Entrepreneur's Playbook | 0 comment | 15 January, 2021 | 0

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.

Navigating Management Operational Agreement Audits

By John Whiteside | Entrepreneur's Playbook | 0 comment | 9 January, 2021 | 0

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.

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.

123
© HighDrive 2018-2019 | All Rights Reserved
  • About HighDrive
  • Charlotte, NC
  • Columbus Ohio
  • Contact HighDrive
  • Fort Lauderdale
  • HighDrive Network
  • HighDrive Programs
    • Biz Moments
    • Brandonomics
    • Business Builders
    • BusinessMakers USA
    • Entrepreneur’s Playbook
    • HealthMakers
    • HXTV
    • The BusinessMakers
    • The EnergyMakers
    • Women Mean Business
  • HighDrive Weekly
  • Indianapolis Indiana
  • Kansas City
  • Milwaukee
  • Nashville
  • Oklahoma City
  • Raleigh NC
  • San Antonio
  • Seattle
HighDrive Network