The CPA Desk

A Thought Leader Production by PKFTexas

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

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Importance of Vendor Compliance in a Joint Venture

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, a Senior Vice President with Joint Venture Strategic Advisors and an Audit Director with PKF Texas. Brian, welcome back to the Playbook. Brian: Thank you very much, Russ. How are you doing today? Russ: Doing… Continue Reading

Getting a Company Market Ready

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, one of our audit directors on our Transaction Advisory Services team.  He’s also a Certified Mergers and Acquisitions Advisor.  Welcome back to the Playbook Chris. Chris:  Appreciate it, Jen. Jen:  Chris we’ve talked in… Continue Reading

Tax Due Diligence Explained

Jen:  This is the PKF Texas Entrepreneur’s Handbook.  I’m Jen Lemanski, this week’s guest host, and I’m here with Martin Euson, one of our tax directors on our Transaction Advisory Services Team.  Martin welcome back to the Playbook. Martin:  Thank you, Jen, I’m happy to be here. Jen:  So in a previous episode we talked… Continue Reading

Different Components of a Joint Venture

Russ:  This is the PKF Texas Entrepreneur’s Playbook.  I’m Russ Capper, this week’s guest host, and I’m here with Brian Baumler, Senior Vice President with Joint Ventures Strategic Advisors and an audit director with PKF Texas.  Welcome back to the Playbook Brian. Brian:  It’s really great to be here. Russ:  We’ve talked before about the… Continue Reading

NEW DATE 9/13/17: Get Involved with the 15th Annual Houston CPA Society Energy Conference

**DATE UPDATE** Due to impending weather from Hurricane Harvey, the Houston CPA Society Energy Conference will be postponed until September 13. Times and location remain the same. 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… Continue Reading

Chris Hatten Explains a Quality of Earnings Statement

Jen:  This is the PKF Texas Entrepreneur’s Playbook.  I’m Jen Lemanski, this week’s guest host, and I’m back again with Chris Hatten, one of our audit directors on our Transaction Advisory Services Team.  Chris welcome back to the Playbook. Chris:  Appreciate it, Jen. Jen:  So I’ve heard you talking about quality of earnings statement; what… 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