The CPA Desk

A Thought Leader Production by PKFTexas

Tag Archives: strategic planning

Nonprofits: Harness the power of the personal appeal

You’ve probably heard it before: People don’t give to causes — they give to those asking on behalf of a cause. That’s why a personal appeal continues to be such a powerful not-for-profit fundraising tool. In fact, requests from friends or family members typically drive most charitable donations. By appealing to their networks, board members… Continue Reading

When does your nonprofit owe UBIT on investment income?

In recent years, the IRS has increased its scrutiny of not-for-profits’ unrelated business income (UBI). Dividends, interest, rents, annuities and other investment income generally are excluded when calculating unrelated business income tax (UBIT). However, there are two exceptions where such income is taxable. 1. Debt-financed property When your nonprofit incurs debt to acquire an income-producing… Continue Reading

Strategic Planning Using Sustainable Competitive Advantage

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. Hi, my name is Byron Hebert, and this is another quick Tool Time update by PKF Entrepreneur Playbook. What I want to talk to you today about is the sustainable… Continue Reading

Enterprise Risk Management – Taking a Global Look at Your Business

Karen: Hello. This is PKF Texas Entrepreneur’s Playbook. I’m Karen Love, host and co-founder. Today I’m here with Scott Soles, an audit director at PKF Texas. And I’d like to welcome you to the Playbook, Scott. Scott: Thanks for having me here. Karen: Well, you know, I’m really excited that we’re talking to you today,… Continue Reading

How to get fiscally fit in 2014 – Guestblog: Lori Siegel, CFP

Each year, Americans start off January making resolutions, and many individuals focus on financial issues. This may including household budgeting, planning to review their investment portfolio or, more broadly, a making pledge to align and monitor their investments on a consistent basis to ensure that they align with their life goals. This holistic wealth management… Continue Reading

Strategic Planning Using Your Sustainable Competitive Advantage

Hi, my name is Byron Hebert, and this is another quick Tool Time update by PKF Texas’ Entrepreneur Playbook. What I want to talk to you today about is the sustainable competitive advantage and strategic planning. A lot of people talk about strategic planning but they really don’t know where to start. Where you start… Continue Reading