PKF Texas - The Entrepreneur's Playbook®

Jen Lemanski: This is the PKF Texas – Entrepreneur’s Playbook®. I’m Jen Lemanski, and I’m here with Jen Edmiston, an audit senior manager and a member of our employee benefit plan audit team. Jen, welcome to the Playbook.

Jen Edmiston: Thanks for having me.

Jen Lemanski: So EBPs… I know you get a ton of questions, but you know, one thing that I’m wondering is when you’re discussing 401(k) plans, you hear a lot of reference to plan documents and adoption agreements. Can you help the audience understand a little bit more about how these items relate to the operations of a 401(k) plan?


Continue Reading The Importance of Your Company’s 401(k) Plan Documents

Disclaimer: The information discussed by Norbert in this video applies to the U.S. only and does not relate to Canadian audits.

Russ: This is the PKF Texas – Entrepreneur’s Playbook®. I’m Russ Capper, and I’m here with Norbert Czypionka. Not really here because you’re actually in Calgary and I’m in Houston, but he’s a Senior Manager with Joint Venture Strategic Advisors. Norbert, welcome to the Playbook.

Norbert: Thanks for having me, Russ.

Russ: So, Norbert, tell us what you do with JVSA.

Norbert: I have a few hats that I wear at JVSA. I am Senior Manager, and I’m responsible for all the revenue style type audits. I actually perform audits, I do training, client engagements. I really do a lot of different things on a day-to-day basis, and it’s a very exciting and it seems to be a growing industry and so forth. So, it keeps me challenged all the time.

Russ: Okay. So, you shouldn’t have trouble at all answering this question. What are revenue audits?


Continue Reading An Overview – Revenue Audits, RADE and Net Revenue Interests

Jen: This is the PKF Texas – Entrepreneur’s Playbook®, I’m Jen Lemanski, and I’m here with Kelly McDonald, an audit manager and a member of our employee benefit plan audit team. Kelly, welcome to the Playbook.

Kelly: Good to be here.

Jen: So, I know there’s a lot of ins and outs with EBPs, and so one question that I have is, how can third-party providers help companies with fiduciary responsibilities in relation to their retirement plans?


Continue Reading Your Retirement Plan, Third-Party Providers and You

Jen: This is the PKF Texas – Entrepreneur’s Playbook®. I’m Jen Lemanski, and I’m back again with Roland Robb, a member of our business advisory team. Roland, welcome back to the Playbook.

Roland: Hi, good to be back.

Jen: So, we were talking a little bit about the Employee Retention Credit last time, but what we didn’t get the chance to get to were what are the benefits that a company could see by applying and receiving this credit?


Continue Reading The Benefits of the Employee Retention Credit

Jen: This is The PKF Texas – Entrepreneur’s Playbook®. I’m Jen Lemanski, and I’m back again with Carlos Gomez, an Audit Manager and one of the faces of the PKF Texas Contract Compliance services team. Carlos, welcome back.

Carlos: Thanks, Jen.

Jen: I’ve heard a little bit of buzz in the marketplace about royalty relief. What is it? And what do our clients need to know?


Continue Reading What You Need to Know About Royalty Relief

Jen: This is The PKF Texas – Entrepreneur’s Playbook®. I’m Jen Lemanski, and I’m back once again with Carlos Gomez, an Audit Manager and one of the faces of our PKF Texas Contract Compliance Services team. Carlos, welcome back to the Playbook.

Carlos: Thank you, Jen.

Jen: So, we’ve talked about various aspects of contract compliance services in previous videos. And we’ve talked about the monetary benefits. What other benefits are there for a contract compliance type engagement?


Continue Reading The Benefits of a Contract Compliance Engagement

Jen: This is The PKF Texas – Entrepreneur’s Playbook®. I’m Jen Lemanski and I’m here today with Carlos Gomez, an Audit Manager and one of the faces of our PKF Texas Contract Compliance Services team. Carlos, welcome back to the playbook.

Carlos: Hi, Jen.

Jen: So, previously we’ve talked about licensing agreements. Can you walk me and our viewers through the key sections of licensing agreements?


Continue Reading Key Sections of Licensing Agreements

Jen: This is The PKF Texas – Entrepreneur’s Playbook®. I’m Jen Lemanski, and I’m back again with Nicole Riley, an Audit Director and one of the faces of the PKF Texas not-for-profit team. Nicole, welcome back to the playbook.

Nicole: Hi, good morning.

Jen: Data analytics. You hear that a lot. What are they and how do they impact a not-for-profit organization?


Continue Reading Why Your Not-for-Profit Should Use Data Analytics

Jen: This is The PKF Texas – Entrepreneur’s Playbook®. I’m Jen Lemanski, and I’m back again with Nicole Riley, an Audit Director and one of the faces of the PKF Texas not-for-profit team. Nicole, welcome back to the playbook.

Nicole: Thanks. Thanks for having me.

Jen: There’s different departments in a not-for-profit organization. Two of the main ones are finance and development. Why is it important for those two to be collaborative?


Continue Reading The Importance of Finance and Development Collaboration