The TCJA Prohibits Recharacterization, 2017 Conversions Still Eligible Aug 7, 2018Converting a traditional IRA to a Roth IRA can provide tax-free growth and tax-free... read more
Let’s Revisit Your Not-For-Profit’s Social Media Policy Aug 1, 2018Perhaps you wrote a social media policy several years ago when your not-for-profit set... read more
What to Consider About Alternative Minimum Tax (AMT) Jul 31, 2018There was talk of repealing the individual alternative minimum tax (AMT) as part of last... read more
Understanding FDII – Application and Calculation Jul 30, 2018Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen... read more
It’s Time to Revisit the Donor Bill of Rights Jul 25, 2018The Donor Bill of Rights was designed about 25 years ago as a blueprint of best... read more
How the TCJA Has Made the “Kiddie Tax” More Dangerous Jul 24, 2018Once upon a time, some parents and grandparents would attempt to save tax by putting... read more
What is Foreign Derived Intangible Income? Jul 23, 2018Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen... read more
How Private Foundations Can Avoid Costly IRS Attention Jul 18, 2018IRS rules governing private foundations are complex and include many exceptions, which... read more
What Not-For-Profits Need to Know About Fraud Jul 16, 2018Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen... read more
Thinking Like an Auditor for Your Not-For-Profit Revenue Jul 11, 2018Auditors examining a not-for-profit's financial statements spend considerable time on... read more
