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.
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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.
Russ Capper interviews Del Walker, Director and Tax Practice Leader, PKF Texas, and the Gulf Coast Regional Family Forum.
Jen Lemanski interviews Annjeanette Yglesias, tax manager, PKF Texas. Annjeanette discusses Form 990 and gives viewers three tips on filling out the form.
Karen Love is back with Bethany Andell, president of Savage Brands.
Russ Capper is back with Rick Ellis, VP of the Katy Area Economic Development Council. Rick discusses growth and the quality of life in Katy.
Russ Capper is back with Rick Ellis, VP of the Katy Area Economic Development Council. Rick discusses the specific industries in Katy that are growing and developing.
Jen Lemanski is back with audit director Chip Schweiger. Chip explains the type of information auditors may want from a potential client.
Russ Capper is back with Rick Ellis, VP of the Katy Area Economic Development Council.
Jen Lemanski is back with Chip Schweiger, audit director, PKF Texas. He offers up the three pieces of critical advice he gives to clients.
Russ Capper interviews Rick Ellis, VP of the Katy Area Economic Development Council. They discuss the diversification of the economic climates in Houston and the Katy area.
Byron Hebert, director of Entrepreneurial Advisory Services at PKF Texas, offers another Tool Time Update.
Jen Lemanski is back with Carl Lewis, Olympic Gold Medalist. They discuss integrating technology into your life in a healthy and useful way.
Karen Love interviews Frances Castaneda Dyess, president of the Houston East End Chamber of Commerce, to discuss how Houston’s growth is affecting manufacturing and distribution from construction projects to job growth.
Karen Love is back with Wilka Toppins, founder and principle lawyer at the Toppins Law Firm. Wilka discusses the steps employers must take to become compliant with the new overtime rules.
Karen Love is back with Wilka Toppins, founder and principle lawyer at the Toppins Law Firm. Wilka gives examples of who will be affected by the new Overtime Rules that go into effect this December.
Karen Love conducts an important interview with Wilka Toppins, founder and principal lawyer at the Toppins Law Firm. Wilka explains the new overtime rules, which go into effect on December 1, 2016, and discusses who is eligible.
Rassul Zarinfar, founder and CEO of Buffalo Bayou Brewing Co., discusses with Jen Lemanski how the Houston community has contributed to the growth of the brewery.
Jen Lemanski chats with Emily Smikal, CPA, a tax manager with PKF Texas, about the importance of culture and people when evaluating career opportunities.
Karen Love is back with Frances Casteñeda Dyess, president, Houston East End Chamber of Commerce, to discuss how the Port of Houston is overcoming shipping challenges with various international government entities.
Russ Capper speaks with Chris Jones, Vice President, Pierpont Communications, a contributor to the Profit and Peril: Secrets to Global Expansion report. They discuss the role social media plays in an international crisis communications plan.
Karen Love is back with Wilka Toppins, founder and principle lawyer at the Toppins Law Firm. Wilka gives examples of who will be affected by the new Overtime Rules that go into effect this December.
Karen Love conducts an important interview with Wilka Toppins, founder and principal lawyer at the Toppins Law Firm. Wilka explains the new overtime rules, which go into effect on December 1, 2016, and discusses who is eligible.
Russ Capper interviews Kenny Polcari, managing director at O’Neil Securities and market analyst at CNBC. They discuss how major world events can affect the capital markets.
Byron Hebert, CPA, CTP, demonstrates how a Failure Mode Effect Analysis can help businesses identify risk, then reduce it.
Brian Baumler, energy practice leader PKF Texas, and Casey Stewart, chief accounting officer of Deep Gulf Energy Companies, discuss the current outlook of the energy industry and the upcoming 14th Annual Houston Society of CPAs Energy Conference.
Russ Capper and Denise Patrick, managing director, Energy Markets Access, discuss key findings from the Profit and Peril: Secrets to Global Expansion report. These include acknowledging differences in business culture and evaluating risks associated with expanding internationally.
Does your company have a sustainable competitive advantage? It should! Byron Hebert, director of Entrepreneurial Advisory Services at PKF Texas, offers another Tool Time Update.
Have you done a force field analysis? You should! Byron Hebert, director of Entrepreneurial Advisory Services at PKF Texas, offers another Tool Time Update.
Karen Love is back with Frank Landreneau, CPA. Frank describes the life cycle of an international business and where opportunities for growth can be found.
Scenario forecasts can drive your budget, growth and HR strategies and we’ll show you how. Byron Hebert, CPA, CTP, offers another Tool Time Update.
Byron Hebert continues his series on the Birkman Method®. This week he covers “Esteem,” highlighting how it contributes to the communication style of an individual and what one should look for when building a cohesive team.
Brian Baumler, energy practice leader PKF Texas, and Casey Stewart, chief accounting officer of Deep Gulf Energy Companies, discuss the current outlook of the energy industry and the upcoming 14th Annual Houston Society of CPAs Energy Conference.
Karen Love is back with Bethany Andell and Jackie Dryden, both from Savage Brands and co-authors of Get Your Head Out of Your Bottom Line and Build Your Brand on Purpose. They discuss the values that women leaders bring to the table.
Jen Lemanski is back with Carl Lewis, Olympic Gold Medalist. They discuss integrating technology into your life in a healthy and useful way.
Karen Love is back with Jackie Dryden, chief purpose architect of Savage Brands. They discuss re-purposing brands to focus on culture.
Jen Lemanski is back with Carl Lewis, Olympic gold medalist. They discuss the importance of education when striving for athletic, and overall, success.
Karen Love is back with Jackie Dryden, chief purpose architect of Savage Brands. They discuss how using savage thinking to brand a company can add lasting value.
Karen Love chats with Jackie Dryden, chief purpose architect of Savage Brands and co-author of Get Your Head Out of Your Bottom Line and Build Your Brand on Purpose. They discuss Jackie’s role in helping companies understand their objectives–beyond profits.
Karen Love is back with Bethany Andell, president of Savage Brands and co-author of Get Your Head Out of Your Bottom Line and Build Your Brand on Purpose to discuss the timing of the book’s release.
Guest host Jen Lemanski visits with Olympic medalist Carl Lewis to discuss how he translated his success on the track to success as an entrepreneur.
Karen Love interviews Bethany Andell, president of Savage Brands and co-author of Get Your Head Out of Your Bottom Line and Build Your Brand on Purpose. They discuss how leaders can transform their company culture by leading with purpose.
PKF Texas’ International Business Adviser Keith Miceli explains how tapping into the global consumer base allows companies to grow their business through exports, especially in Houston.
Karen Love is back with Frank Landreneau, CPA. Frank describes the life cycle of an international business and where opportunities for growth can be found.
Russ Capper is at the Gulf Coast Regional Family Forum with Tom Livergood, founder and chief executive of The Family Wealth Alliance, and one of the organizers of the Forum. Livergood offers his admittedly “biased” perspectives on the event.
Russ Capper is at the Gulf Coast Regional Family Forum with Bill Rankin, WERankin Interests, LLC and one of the founders of the event. Bill and Russ discuss highlights from the Forum.
Russ Capper is at the Gulf Coast Regional Family Forum with Del Walker, PKF Texas Tax Practice Leader and one of the founders of the event. Del discusses the importance of the Houston region in the Family Office space and offers highlights from the Forum.
Byron Hebert, CPA, CTP, outlines how an eight week project team timeline can help to implement new ideas in your business as he offers another Tool Time Update.
Karen Love introduces Andy Ray, a principal on the PKF Texas EAS team. Andy shares the advantages middle market companies have and challenges they face during the life cycle of a business.
Guest host Jen Lemanski chats with Alicia Welshimer, a tax senior associate with PKF Texas, about the importance of culture and people when evaluating career opportunities.
Andy Ray, a Principal on PKF Texas’ EAS team, walks through the “King for a Day” exercise. Using “We could ____, if we ____” statements with your team can help generate ideas to improve your business.
Byron Hebert continues his series on the Birkman Method®. This week he discusses the Lifestyle Grid, comparing those who are more people-oriented with those who are task-oriented, and direct communicators with indirect communicators.
Byron Hebert continues his series on the Birkman Method®. This week he discusses Thought, including different decision making processes, how some people can make a decision quickly and how much information they may need to make a decision.
Byron Hebert continues his series on the Birkman Method®. This week he discusses the Challenge Score. A person’s challenge score identifies how he tackles a challenge, whether it’s meeting it head on or addressing it in a more casual manner.
Byron Hebert continues his series on the Birkman Method®. This week he covers Freedom and explains how a person with a high or a low Freedom score can fit in a team to accomplish business goals.
Byron Hebert continues his series on the Birkman Method®. This week he covers Structure and explains how the need for structure can have an impact on a team’s communication.
Byron Hebert continues his series on the Birkman Method®. This week he covers Authority, explaining how a person’s authority style can affect communication on a team.
Byron Hebert continues his series on the Birkman Method®. This week he covers Activity and how team members’ preferred activity pace combine to produce results for the company.
Russ Capper speaks with Chris Jones, Vice President, Pierpont Communications, a contributor to the Profit and Peril: Secrets to Global Expansion report. They discuss the role social media plays in an international crisis communications plan.
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.
Russ Capper is back with Mike Devonshire, COO of Joint Venture Strategic Advisors (JVSA) to discuss how the current economy affects the joint venture space.
Russ speaks with Mila Golovine, President and CEO, MasterWord Services, Inc., a contributor to the Profit and Peril: Secrets to Global Expansion report. They discuss the importance of defining goals for your meeting when working with individuals with diverse backgrounds.
