a portrait of Chris Dodd in a grey suit with black tie; image used for blog post about Chris' Outstanding Committee Member recognitionPKF Texas is pleased to announce Tax Senior Manager, Chris Dodd, CPA, has been named “Outstanding Committee Member” by Texas Society of CPAs – Houston Chapter (TXCPA Houston).

Chris is part of TXCPA Houston’s CPAs Helping Schools Committee, which encourages CPAs to become actively involved with the education of local youth. The Committee’s activities include

After careful planning and collaboration with the Employee Benefit Plan Audit and Consulting niche team, PKF Texas hosted its first virtual Zoom webinar during the COVID-19 pandemic, “Retirement Plans: Navigating Recent Law Changes & Using Them to Your Advantage,” on June 25, 2020.

promotional image of Kristin Ryan, Carl Gillette and Brian Giovannini for a Zoom webinar about employee benefit plans during COVID-19 pandemic

The webinar featured Kristin Ryan, CPA, PKF Texas; Carl Gillette, Aon; and Brian Giovannini, Haynes and Boone, LLP, where they discussed:

  • Key provisions of the CARES Act, SECURE Act and other regulatory updates
  • Retirement plans design considerations and best practices
  • Implementation and potential roadblocks


Continue Reading Recap: Retirement Plans: Navigating Recent Law Changes Zoom Webinar

As trusted business advisors, we enjoy working with you to co-create ideas and co-develop innovative solutions for your business. Even amidst the COVID-19 pandemic, we still want to continue providing valuable information, including upcoming Houston events that we support, and think may be of interest to you.

  • TXCPA Houston
  • K Carpenter Associates Inc. (KCA)
  • Turnaround Management Association – Evening Networking
  • Turnaround Management Association – Morning Networking
  • Houston Business Journal

If you have questions about any details for these Houston events or registration information, the organization-specific contacts are below.


Continue Reading Mark Your Calendars! Upcoming Summer 2020 Houston Events…

blue logo for PKF Advisory

This week marks the launch of PKF Advisory, a joint venture company offering valuation and transaction advisory services to serve private equity firms and other businesses in need of Mergers & Acquisitions services. The company comprises six PKF International affiliate firms under one name:

  • PKF Texas
  • PKF O’Connor Davies
  • JLK Rosenberger
  • PKF Mueller
  • Berkowitz

logo for Rice Business Plan Competition for 2020, designed with blue background and yellow sparksOn June 17th and 19th, the Rice Business Plan Competition is going virtual for the first time in history! PKF Texas is proud to again serve as the official accountants for the competition. The previously scheduled in-person competition was canceled in early March in response to the COVID-19 pandemic.

For the June 17 virtual session,

Although most not-for-profits have been hurt by the coronavirus (COVID-19) pandemic, your organization’s specific challenges probably depend on your mission, constituency and other factors. For example, social distancing rules have forced most arts organization to temporarily shut down and furlough employees. Many social services charities, on the other hand, have remained open and are struggling to meet surging demand for services.

theatre marquee reading "This is just intermission. We'll see you soon." during COVID-19 pandemic

What unites the not-for-profit sector right now is financial insecurity. Without reserves and a resilient revenue model, you may be unable to continue operations. Here’s how your leadership needs to act to keep your organization afloat.


Continue Reading COVID-19 and Your Not-for-Profit’s Action Plan

As we all try to keep ourselves, our loved ones and our communities safe from the coronavirus (COVID-19) pandemic, you may be wondering about some of the recent tax changes which were part of the Coronavirus Aid, Relief, and Economic Security (CARES) Act signed into law on March 27, 2020. The CARES Act contains a variety of relief, notably the “economic impact payments,” which will be made to people under a certain income threshold.

man in a blue button down shirt holds a pen to paper to sign documents; image used for a blog post about the CARES Act affecting retirement plans and charitable donation rules

But the law also makes some changes to retirement plan rules and provides a new tax break for some people who contribute to charity.


Continue Reading How CARES Act Changes Retirement Plan and Charitable Contribution Rules

On March 27, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. How is this massive $2 trillion recovery package poised to help your not-for-profit organization? It depends on your group’s size, financial condition and other factors. But most nonprofits affected by the coronavirus (COVID-19) outbreak are eligible for some relief