“Darn. I need that document, but I’m not at the office.” That’s a phrase that is slowly phasing out. Over the years, the cloud has been on the rise with many people, as well as companies, making the transition to store physical content digitally. In addition to efforts of going paperless, the main appeal of… Continue Reading
In many parts of the country, summer is peak season for selling a home. If you’re planning to put your home on the market soon, you’re probably thinking about things like how quickly it will sell and how much you’ll get for it. But don’t neglect to consider the tax consequences. Home Sale Gain Exclusion… Continue Reading
Most charitable not-for-profits have a never-ending need for volunteers. But finding new ones can be time-consuming — and volunteer searches aren’t always successful. Here are recruitment ideas that can help your not-for-profit. Look Nearby Is your not-for-profit familiar to businesses, residents and schools in the surrounding community? People often are drawn to volunteer because they… Continue Reading
You’ve probably heard it before: People don’t give to causes — they give to those asking on behalf of a cause. That’s why a personal appeal continues to be such a powerful not-for-profit fundraising tool. In fact, requests from friends or family members typically drive most charitable donations. By appealing to their networks, board members… Continue Reading
In recent years, the IRS has increased its scrutiny of not-for-profits’ unrelated business income (UBI). Dividends, interest, rents, annuities and other investment income generally are excluded when calculating unrelated business income tax (UBIT). However, there are two exceptions where such income is taxable. 1. Debt-financed property When your nonprofit incurs debt to acquire an income-producing… Continue Reading
Hi, my name is Byron Hebert, and this is another quick Tool Time update by PKF Entrepreneur Playbook. What I want to talk to you today about is the sustainable competitive advantage and strategic planning. A lot of people talk about strategic planning but they really don’t know where to start. Where you start is… Continue Reading
Hi, my name is Byron Hebert and this is another quick tool time update brought to you by the Entrepreneur’s Playbook and your friends at PKF Texas. This time of year a good thing to be doing is getting your budgets together for your organization for the upcoming year, getting a sales forecast in place,… Continue Reading
Does your company have a sustainable competitive advantage? It should! Byron Hebert, director of Entrepreneurial Advisory Services at PKF Texas, offers another Tool Time Update. Hi, my name is Byron Hebert, and this is another quick Tool Time update by PKF Entrepreneur Playbook. What I want to talk to you today about is the sustainable… Continue Reading
Andy: This is Andy Ray and this is another Tool Time Update brought to you by your friends at PKF Texas and the Entrepreneur’s Playbook. The tool I’m going to talk about today is a tool used to prioritize projects. Most teams don’t deliver the results they intend when they’re working on improvement projects because… Continue Reading
Karen: This is PKF Texas, Entrepreneurs Playbook, and I’m Karen Love host and co-founder. Today I’m here with Andy Ray, a Principal in our Entrepreneurial Advisory Services team. Welcome to the Playbook, Andy. Andy: Thank you for having me. Karen: Well listen, today what I’d love to talk to you about is why do… Continue Reading
[View the story “Accelerating Your Change Potential” on Storify]
Byron: Hi, my name is Byron Hebert and this is another quick tool time update brought to you by the Entrepreneur’s Playbook and your friends at PKF Texas. This time of year a good thing to be doing is getting your budgets together for your organization for the upcoming year, getting a sales forecast… Continue Reading
Karen: Hello. This is PKF Texas Entrepreneur’s Playbook. I’m Karen Love, host and co-founder. Today I’m here with Scott Soles, an audit director at PKF Texas. And I’d like to welcome you to the Playbook, Scott. Scott: Thanks for having me here. Karen: Well, you know, I’m really excited that we’re talking to you today,… Continue Reading
Each year, Americans start off January making resolutions, and many individuals focus on financial issues. This may including household budgeting, planning to review their investment portfolio or, more broadly, a making pledge to align and monitor their investments on a consistent basis to ensure that they align with their life goals. This holistic wealth management… Continue Reading
Hi, my name is Byron Hebert, and this is another quick Tool Time update by PKF Texas’ Entrepreneur Playbook. What I want to talk to you today about is the sustainable competitive advantage and strategic planning. A lot of people talk about strategic planning but they really don’t know where to start. Where you start… Continue Reading
Byron: Hi, my name’s Byron Hebert and this is another quick tool time update brought to you by PKF Texas’ Entrepreneur Playbook. What I want to talk to you about today is a philosophy in your business called Plan, Do, Check, Act. If we look at how most companies perform over time we see that… Continue Reading
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