Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, and I’m back again with Kristin Ryan, an audit senior manager and one of the faces of PKF Texas’ Employee Benefit Plan team. Kristin, welcome back to the playbook.

Kristin: Good to be here.

Jen: So, we’ve talked about fiduciary responsibilities, but

The day began bright and early on Friday, September 27, 2019, with a breakfast panel at the Royal Sonesta, “What’s Next for Your Business: Transition Planning,” sponsored by PKF Texas and hosted by the Houston Business Journal (HBJ).

six American gentlemen standing in a line in front of tall posters for the Houston Business Journal and PKF Texas' transition planning panel breakfast event

The HBJ’s Market President and Publisher, Bob Charlet, moderated the panel, which included:

Because not every business sale is the same and has different working components, the panelists shared their knowledge and insights via anecdotes and personal accounts of trials and tribulations from past deals.


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professional headshot of Danielle Supkis Cheek, a brunette woman wearing glasses with her hair pulled back smiling at the cameraWe have more exciting news! One of our Directors, Danielle Supkis Cheek, CPA, CFE, CVA, has been named a “40 Under 40” by CPA Practice Advisor. This is her sixth time receiving recognition for this award.

The 40 Under 40 Awards spotlight top practicing public accountants, educators and thought leaders, who are leading their

You may have Series EE savings bonds that were bought many years ago. Perhaps you store them in a file cabinet or safe deposit box and rarely think about them. You may wonder how the interest you earn on EE bonds is taxed.

two documents with tax withholding information, possibly about series ee savings bonds

And if they reach final maturity, you may need to take action to ensure there’s no loss of interest or unanticipated tax consequences.


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