How You Can Reduce the Impact of the NIIT Jun 9, 2023High-income taxpayers face a regular income tax rate of 35% or 37%. And they may also... read more
Can Taxpayers Who Manage Their Own Investment Portfolios Deduct Related Expenses? Jul 14, 2021Do you have significant investment-related expenses, including the cost of subscriptions... read more
Recap: Planning Your 2021 Fundraising and Investment Zoom Webinar Nov 12, 2020The PKF Texas not-for-profit team hosted its next Zoom webinar, “Forging Ahead: Planning... read more
Two SEC Rules Impact Broker-Dealers and Investment Advisors, effective Sept. 10, 2019 Sep 9, 2019The SEC issued two final rules affecting broker-dealers and investment advisors in an... read more
How to Invest in an Investment Advisor for Your Not-for-Profit Aug 22, 2019You may think that only large, well-endowed not-for-profits require the advice of an... read more
Gulf Coast Regional Family Forum 2019 Overview Mar 11, 2019Russ: This is PKF Texas – Entrepreneur’s Playbook. I’m Russ... read more