Blog

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.

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.

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 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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, 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.

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.

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.

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, 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.

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.

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.

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.

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.

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.

The tax planning landscape is changing for international middle market companies; now is the time to reconsider your strategies. Jen continues her discussion of the Tax Cuts and Jobs Act of 2017 with PKF Texas’ international tax director Frank Landreneau.

International middle market companies may need to rethink their operations because of the Tax Cuts and Jobs Act of 2017. This change of tax rates will affect everybody. Jen gets specifics from PKF Texas’ international tax director Frank Landreneau.

Audits are frequent and mandatory for joint ventures and it’s important to have a knowledgeable team in your corner. Russ talks audits with Kirsten Strieck, shareholder and director of operations and client services at Joint Venture Strategic Advisors.

Houston has a strong and growing philanthropic community and the non-profit GHCF works with donors and donor organizations to make charity dollars more productive. Russ and Renee discuss the importance of efforts like hers that help donors target their donations for the maximum impact.

For a startup, taxes and accounting can be daunting; what’s an entrepreneur to do?! Jen is back with Danielle Supkis Cheek to discuss tips for startups. (Hint: You need to hear this!)

Revenue Recognition and Lease Standards affect virtually every aspect of your balance sheet. The accounting rules continue to change. Are you be prepared? Jen is back with Danielle Supkis Cheek.

Jen is back with Certified Fraud Examiner Danielle Supkis Cheek. Eighty-four percent of U.S. companies reported some type of fraud last year—and small businesses have twice the risk of larger companies. Here’s what you need to know.

Russ chats with R.T. Dukes and Prajit Ghosh, both analysts at Wood Mackenzie, an energy consultancy. The three take stock of the power arena, fossil fuels and renewables, and how they intersect with technology.

Russ visits with Jason Ballard, co-founder and president of TreeHouse, a home upgrade company. Jason explains how home upgrades can also prompt improvements to your health, life and energy consumption.

Russ visits with Kirsten Strieck, shareholder and director of operations and client services at Joint Venture Strategic Advisors. Kirsten explains the scope of joint ventures and how JVSA’s specialized services can help.

Russ is back with John Berger, co-founder and CEO of Sunnova Energy Corp., a residential solar company. John explains how recent developments in battery technology are affecting the solar energy industry.

Curious about cryptocurrency? Russ interviews Chris Dannen and Brandon Buchanan, co-founders of Iterative Capital Management, an investment management and cryptocurrency mining firm with a private digital asset exchange.

This year’s Gulf Coast Regional Family Forum clearly had a broader spectrum of speakers. Russ visits with Del Walker, tax practice leader at PKF Texas, to review the 2018 conference for family offices and those advisors who serve them.

FASB has issued ASC 842 for public companies and it becomes generally applicable for 2019. Chip Schweiger, an audit director for PKF Texas, is back to visit with Jen about specifics of the new accounting rules for leases.

More new SEC pronouncements are imminent and PKF Texas is on top of it. Jen Lemanski gets details about the new guidance for non-GAAP financial measures from Ryan Istre, an audit director for PKF Texas and a member of its SEC Team.

Russ is back with Kirsten Strieck and Brian Baumler, both with Joint Venture Strategic Advisors. Access to data is the cornerstone of any audit and technology has changed everything; the group discusses JVSA’s capabilities.

The SEC has been issuing new Revenue Recognition Rules for its registrants. PKF Texas audit director Ryan Istre touches on topics included in the latest pronouncements and what information registrants should be disclosing.

Russ is back with Kirsten Strieck, director of operations and client services with PKF Texas’ Joint Venture Strategic Advisors. They discuss what type of clients would benefit from working with JVSA, which offers special expertise in the oil and gas industry.

Does the new tax law affect your publicly traded company? How would you know? PKF Texas audit director Chip Schweiger and Jen Lemanski discuss the new provisions of the SEC’s Staff Accounting Bulletin (SAB) 118.

Byron Hebert, CPA, CTP, continues his series on the Birkman Method®. This week he covers Change, highlighting how well we deal with it and how accepting change can affect a business.

Time is our most precious resource. Use yours better! Byron Hebert, director of Entrepreneurial Advisory Services at PKF Texas, offers another Tool Time Update.

Byron Hebert explains how a business excellence model developed by the European Foundation for Quality Management can help drive your business results as he offers another Tool Time Update.

Russ Capper is back with Brian Baumler, SVP of Joint Venture Strategic Advisors (JVSA) and audit director at PKF Texas. Brian discusses benefits and procedures of conducting an audit.

Jen Lemanski interviews Martin Euson, JD, tax director on the PKF Texas Transaction Advisory Services team. Martin gives viewers three critical tips for buying a business.

Russ Capper interviews Brian Baumler, SVP of Joint Venture Strategic Advisors (JVSA) and audit director at PKF Texas. Brian gives an overview of joint ventures and how JVSA can help.

Jen Lemanski is back with Chip Schweiger, audit director at PKF Texas. He offers three pieces of advice to companies looking to expand their business into the Houston market.

Jen Lemanski is back with Chip Schweiger. He explains the types of conversations that you should have with your CPA in preparation for an audit.

Jen Lemanski is back with Nicole Riley, CPA, CTP, audit senior manager on the PKF Texas Not-for-Profit team. Nicole explains some common issues in nonprofit fundraising and how to avoid them.

Jen Lemanski is back with Annjeanette Yglesias, tax manager on the PKF Texas Not-for-Profit team. Annjeanette explains tax deductible contributions and what types of organizations can receive them.

Jen Lemanski is back with Nicole Riley, CPA, CTP, audit senior manager on the PKF Texas Not-for-Profit team. Nicole explains the misconceptions that come with nonprofit raffles and tells how to execute them correctly.

Jen Lemanski is back with Not-for-Profit audit senior manager, Nicole Riley, CPA, CFE. Nicole discusses governance procedures and the important role they play in helping an organization accomplish its mission.

Jen Lemanski hosts Chris Hatten and Martin Euson, both directors on the PKF Texas Transaction Advisory Services team. They explain due diligence from both the audit and tax perspectives.

Jen Lemanski is back with Martin Euson, JD, tax director on PKF Texas’ Transaction Advisory Services team. Martin explains tax structuring and how the amount of tax owed on a transaction depends on the structure.

Russ Capper is back with Brian Baumler, SVP at JVSA and audit director at PKF Texas. Brian explains the purpose and importance of Vendor Compliance.

Jen Lemanski is back with Chris Hatten, CPA, CM&AA, Director on our Transaction Advisory Services team. Chris explains what it means to get a company “market ready”.

Jen Lemanski is back with Martin Euson, JD, tax director on our Transaction Advisory Services team. Martin explains tax due diligence and how the Transaction Advisory Services team helps their clients.

Russ Capper returns with Brian Baumler, SVP of Joint Venture Strategic Advisors and audit director at PKF Texas. Brian discusses JVMS and the components that go into these services.

Jen Lemanski is here with Chris Hatten, an audit director on PKF Texas’ Transaction Advisory Services team. Chris explains what a Quality of Earnings Statement is and what clients need to know about it during a transaction.

Jen Lemanski is back with Ann Tanabe, CEO of BioHouston. Ann discusses how the Texas Medical Center is fostering innovation and research in the Houston health and life science community, and how BioHouston fits into that puzzle.

Russ Capper interviews Brian Baumler, CPA, of PKF Texas, Casey Stewart, CPA, of Deep Gulf Energy Companies, and Jennifer Poff, CAE, of the Houston CPA Society. They discuss the upcoming 15th Annual Houston CPA Society Energy Conference and ways individuals can get involved.

Russ Capper interviews Brian Baumler, SVP of Joint Venture Strategic Advisors and audit director at PKF Texas. Brian discusses how serving one side of a joint venture can end up being a win-win for both companies involved.

Jen Lemanski is back with Martin Euson, JD, tax director, and Chris Hatten, audit director, both on the PKF Texas Transaction Advisory Services team. Chris and Martin discuss the importance of their respective services during sales or restructuring events.

Jen Lemanski is back with Martin Euson, JD, tax director on the PKF Texas Transaction Advisory Services team. Martin shares three points for clients to consider when selling a business.

Jen Lemanski is back with Martin Euson, JD, tax director, PKF Texas. Martin introduces three things he tells clients to do before they buy a business.

Russ Capper is back with Brian Baumler, SVP of Joint Venture Strategic Advisors and audit director of PKF Texas. Brian explains how representing one side of a joint venture can benefit both parties.

Jen Lemanski interviews BioHouston’s CEO, Ann Tanabe. Ann discusses current innovations and technologies in the life science and healthcare sectors.

Jen Lemanski is back with Annjeanette Yglesias, tax manager on the PKF Texas not-for-profit team. Annjeanette explains the Unrelated Business Income Tax (UBI) and how to tell if something your not-for-profit is doing qualifies.

Russ Capper interviews Rob Ferguson, president of Ferguson Interests, at the Gulf Coast Regional Family Forum. Rob discusses his passion for helping family businesses and where he found that passion.

Russ interviews Jonathan Crystal, EVP and CFO of Crystal & Company. Jonathan explains the history of Crystal & Company and describes their business insurance services.

Jen Lemanski interviews Nicole Riley, audit senior manager on the PKF Texas Not-for-Profit team. Nicole discusses the importance of not-for-profits having strong internal controls in place to help the organization run smoothly.

Russ Capper interviews David Friedman, founder, Wealth-X and co-founder of LifeChain. David discusses how he uses disruptive data to help engage the ultra affluent.

Russ Capper interviews David Robinson, former player for the San Antonio Spurs and co-founder, Admiral Capital Group; and Dan Bassichis, co-founder, Admiral Capital Group.