The CPA Desk

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Key Deadlines for Businesses in Q3

Here are some of the key tax-related deadlines affecting businesses and other employers during the third quarter of 2017. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to you. Contact us to ensure you’re meeting all applicable deadlines and to learn more about the filing requirements. July… Continue Reading

Experience the Friendship Factor at the Trinity University Women and Girls’ Leadership Summit

You’ve seen them in Houston, now experience the Friendship Factor, presented by Karen Love and Leisa Holland-Nelson, in San Antonio for the first time. In this evergreen conversation, these best friends share real-life examples of how they built their networks to grow their companies and expand their personal brands. The second annual Trinity University Women… Continue Reading

Implications of a C Corporation’s Buy-Sell Agreement

Private companies with more than one owner should have a buy-sell agreement to spell out how ownership shares will change hands should an owner depart. For businesses structured as C corporations, the agreements also have significant tax implications that are important to understand. Buy-sell basics A buy-sell agreement sets up parameters for the transfer of… Continue Reading

Brian Baumler Talks Joint Ventures and JVSA

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, a Senior Vice President with Joint Ventures Strategic Advisors and an Audit Director with PKF Texas.  Brian welcome to the Playbook. Brian:  Thank you very much Russ, really appreciate it. Russ:  You bet.  So… Continue Reading

Mileage Deduction Rates: When Do You Use Them?

Rather than keeping track of the actual cost of operating a vehicle, employees and self-employed taxpayers can use a standard mileage rate to compute their deduction related to using a vehicle for business. But you might also be able to deduct miles driven for other purposes, including medical, moving and charitable purposes. What are the… Continue Reading

2017 National Manufacturing Outlook and Insights

We are pleased to release the results from the 2017 Leading Edge Alliance (LEA Global) National Manufacturing Outlook Survey. This survey was conducted in association with leading accounting firms across the country and the report is a benefit to our clients as part of our efforts to help co-develop the client experience with us as… Continue Reading

PKF Texas Client Spotlight: Delray Plants

PKF Texas recently sat down with one of its clients, Randy Gilde, CEO and president of Delray Plants. Located in Venus, Fla., the company may seem somewhat off the grid, but Delray Plants represents the 13th largest grower with 300 acres of production space in the United States, according to Greenhouse Grower. The company ships… Continue Reading

Important Updates on the New Overtime Rules

Recently on the CPA Desk, we shared with you a series of the PKF Texas – Entrepreneur’s Playbook episodes that featured our friend Wilka Toppins of Toppins Law firm. She shared the upcoming changes in overtime rules put in place by the Department of Labor. The changes centered around raising the maximum salary needed to… Continue Reading

Post-Election Tax Policy Update

Here at the CPA Desk, we strive to bring you the latest tax and accounting news that may affect you or your business. With this in mind, we want to offer our informative and understandable Post-Election Tax Policy Update to our readers. You can access this briefing here, or on our website at With Election… Continue Reading

The 2016 Annual Cougar 100 Luncheon

Today on The CPA Desk, we reflect on the 2016 Cougar 100 Luncheon that was held on October 26. This annual event honors the 100 fastest growing Cougar owned and led businesses. We were so proud to serve as the official accountants for this event and loved seeing how far the University of Houston alumni… Continue Reading

Growing Your Practice Webinar Series

The Association for Accounting Marketing and American Institute of Certified Public Accountants have teamed up for a five-part webinar series focused on growing your practices. The webinars feature insight and knowledge from the practice growth all-stars of the accounting industry. Our own Director of Practice Growth, Karen Love, will appear in the November 30th installment of the “Growing Your Practice” webcast series,… Continue Reading

PKF Texas Director on NYC Family Wealth Alliance Panel

PKF Texas Tax Practice Leader and Director, Del Walker, is a confirmed panelist for the 2016 Family Wealth Alliance regional event on July, 14, 2016 in New York City. Del will take part in the panel discussion Client Development: Lead Generation and Lead Conversation where attendees will learn from him and other panelists Gemma Leddy,… Continue Reading

PKF Texas Was the Proud Accounting Firm of the Rice Business Plan Competition

The Rice Business Plan Competition, where start-ups from universities around the world compete for over $1 million in prizes, took place this past weekend. As the official accounting firm for the competition, PKF Texas handles the voting component during the weekend. Attendees learned about the innovative ideas that students around the world are bringing to… Continue Reading

PKF Texas Has Moved Offices!

We are pleased to announce that this week marks our first week in our new office! With our clients and employees top of mind, we designed our new space to have a contemporary feel with an open concept layout to promote creative thinking and collaboration. Our contact information has not changed, you can still reach us through… Continue Reading

Create Game Changing Results for Your Business

In this ever changing economic climate, executives are constantly seeking opportunities to create high impact results in their business. Join us for an interactive, fast-paced morning workshop, “Create Game Changing Results for Your Business” on Tuesday, April 26, 2016. Presenter: Andy Ray, Principal, Entrepreneurial Advisory Services, PKF Texas and author of Radical Impact: A Manager’s Playbook… Continue Reading

February Events

Our friends and clients look to us, as accountants and business advisors, to formulate ideas and facilitate solutions for your business. With this in mind, we are supporting several upcoming events we think may be of interest to you. El Centro de Corazon Turnaround Management Association – February Breakfast Meeting Greater Houston Women’s Chamber of Commerce… Continue Reading