Act Fast! Save 2018 Taxes on Your Investments Dec 18, 2018Do you have investments outside of tax-advantaged retirement plans? If so, you might... read more
https://youtu.be/xMQMoU65CHI Family Philanthropy: Private Foundations vs. Donor Advised Funds Dec 17, 2018Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen... read more
Best Practices – Financials for Religious Congregations Dec 12, 2018Churches, synagogues, mosques and other religious congregations aren’t required to file... read more
Your Year-End Tax and Financial To-Do List Dec 11, 2018With the dawn of 2019 on the near horizon, here’s a quick list of tax and financial... read more
Key Deadlines on the 2019 Q1 Tax Calendar Dec 4, 2018Here are some of the key tax-related deadlines affecting businesses and other employers... read more
How Tax Reform Directly–and Indirectly–Impacts Not-for-Profits Nov 30, 2018Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen... read more
Should You Prepay Property Taxes Anymore? Nov 27, 2018Prepaying property taxes related to the current year but due the following year has long... read more
Potential Benefits of Catch-Up Retirement Plan Contributions Nov 20, 2018Will you be age 50 or older on December 31? Are you still working? Are you already... read more
New Opportunity Zone Program Provides Tax Incentives Nov 19, 2018Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen... read more
How to Handle Mutual Funds with Care at Year End Nov 13, 2018As we approach the end of 2018, it’s a good idea to review the mutual funds holdings in... read more