The CPA Desk

A Thought Leader Production by PKFTexas

Category Archives: PKF Texas – The Entrepreneur’s Playbook®

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Get Involved with the 15th Annual Houston CPA Society Energy Conference

Russ:  This is the PKF Texas Entrepreneur’s Playbook.  I’m Russ Capper with The EnergyMakers Show and I’m here today with Brian Baumler, CPA, Energy Practice Leader at PKF Texas and the Chair of the 15th Annual Houston CPA Society Energy Conference.  Also with us is Casey Stewart, CPA, the Chief Accounting Officer of Deep Gulf Energy Companies… Continue Reading

Brian Baumler Discusses Joint Venture Strategic Advisors

Russ:  This is the PKF Texas Entrepreneur’s Playbook.  I’m Russ Capper, this week’s guest host, and I’m here once again with Brian Baumler, Senior Vice President with Joint Venture Strategic Advisors and an audit director with PKF Texas; Brian, welcome back to the Playbook. Brian:  Thanks so much Russ, really appreciate being here. Russ:  You… Continue Reading

Considerations When Buying or Selling a Business

Jen:  This is the PKF Texas Entrepreneur’s Playbook.  I’m Jen Lemanski, this week’s guest host, and I’m here with Chris Hatten and Martin Euson, two of our directors on our Transaction Advisory Services team, Martin is on the tax side, Chris is on the audit side; guys welcome to The Playbook. Both:  Thank you for… Continue Reading

Everything Not-for-Profits Need to Know About Unrelated Business Income Tax

Jen:  This is the PKF Texas Entrepreneur’s Playbook.  I’m Jen Lemanski, this week’s guest host, and I’m back again with Annjeanette Yglesias, one of our tax managers on our not for profit team.  Welcome back to the Playbook Annjeanette. Annjeanette:  Thanks, Jen, it’s nice to be here. Jen:  Well now I’ve heard you talk about… Continue Reading

Rob Ferguson Discusses Passion for Helping Family Businesses

Russ:  This is PKF Texas Entrepreneur’s Playbook. I’m Russ Capper, this week’s guest host, and I’m coming to you today from the Gulf Coast Regional Family Forum and my guest is Rob Ferguson of Ferguson Interests, LLC.  Rob is a business advisor for family and private equity owned businesses.  Rob welcome to the Playbook. Rob: … Continue Reading

Helpful Tips for Not-for-Profits Filling Out Form 990

Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, this week’s guest host, and I’m here with Annjeanette Yglesias, one of our Tax Managers on our not-for-profit team. Annjeanette, welcome to the Playbook. Annjeanette: Thanks, Jenn; it’s nice to be here. Jen: So, as a tax advisor, you often work with non-profits on… Continue Reading

Houston Suburb Boasts Economic Growth, Great Quality of Life

Russ: This is the PKF Texas Entrepreneur’s Playbook. I’m Russ Capper, this week’s guest host, and I’m here once again with Rick Ellis, the Vice President of the Katy Area Economic Development Council. Welcome back to the Playbook, Rick. Rick: Great to be here again, thanks. Russ: You bet. You’ve been telling us about this… Continue Reading