PKF North America News

We’re proud to share that Accounting Today has again named JLK Rosenberger a Top Firm in the West in its annual regional rankings. This recognition marks a continued chapter in our firm’s growth story. It reflects the hard work of our team, the strength of our client relationships, and our commitment to delivering forward-looking service. … Continued The post JLK Rosenberger Named a 2025 Top Firm in the West by Accounting Today first appeared on JLK Rosenberger.

In this episode of PKF Texas – The Entrepreneur’s Playbook®, Roland Robb breaks down the purpose and importance of the accounting close process. Whether monthly, quarterly, or annually, closing your […]

Our friends and colleagues from 19 countries across Africa reunited in Lagos, Nigeria from 1 to 3 May 2025 for our annual Africa Gathering

Key Points: Even after your 2024 federal return is submitted, a few nagging questions often remain. Below are quick answers to five of the most common questions we hear each […]

Construction businesses operate in an environment where precision and timing are everything. Managing multiple jobs, coordinating subcontractors, and staying on top of costs are demanding. Add complex billing cycles, compliance obligations, and financial reporting requirements, and the back office can quickly become a bottleneck. Many construction companies are turning to outsourced accounting to keep pace … Continued The post Benefits of Outsourced Accounting for Construction Companies first appeared on JLK Rosenberger.

Strategic planning isn’t just for large corporations — it’s a vital roadmap for small and mid-sized businesses aiming for sustainable growth. In this episode of PKF Texas—The Entrepreneurs Playbook®, Jen […]

In this episode of PKF Texas—The Entrepreneurs Playbook®, Jen Lemanski sits down with Alejandro Ballestin, Senior Manager in the Business Advisory group and one of our Approachable Advisor®, to discuss […]

Reading Time: 3 minutes 45 seconds On April 3, 2025, the Department of Labor (DOL) released new guidance to help plan administrators resolve conflicting requirements for annual funding notices. The confusion stems from updates made under the, which changed key elements of what defined benefit plans must disclose. Although the statute took effect for plan … Continued The post DOL Bulletin Clarifies Conflicting Funding Notice Rules first appeared on JLK Rosenberger.

Knowing how long to retain your tax records is essential for staying compliant with IRS regulations. Holding onto documents for too long may create unnecessary clutter, while disposing of them […]

In this PKF Texas – Entrepreneurs Playbook® episode, Jen Lemanski sits with Jamie Matte, CPA, Business Advisory Director and one of our Approachable Advisor®, to discuss practical profit enhancement strategies […]

Reading time: 2 minutes 30 seconds The IRS recently issued new guidance on accounting rules for the Employee Retention Credit (ERC) that will provide relief and new options for taxpayers whose refunds for ERC claims were either significantly delayed or disallowed. Key guidance Most notable is that the new guidance allows taxpayers to apply the … Continued The post New IRS Guidance on ERC Brings Flexibility and Relief to Taxpayers first appeared on JLK Rosenberger.

In this episode of PKF Texas – The Entrepreneur’s Playbook®, Jen Lemanski sits down with Fatima Chase, Senior Tax Manager and one of the Approachable Advisors® on our Not-for-Profit team, […]

Key Points: The Financial Accounting Standards Board (FASB) Accounting Standards Update (ASU) No. 2016-13 seems like it would be old news. But the provision for accounting for current expected credit loss […]

Reading Time: 3 minutes 40 seconds Driving growth and profitability means leveraging opportunities when they arise. This often means submitting proposals for larger and more complex projects in the construction industry. However, larger opportunities frequently require contractors to have the proper bonding capacity. Bonds provide project owners with assurance that the contractor has both financial … Continued The post How Construction Companies Can Increase Bonding Capacity first appeared on JLK Rosenberger.

Reading Time: 3 minutes 45 seconds In mergers and acquisitions (M&A), contingent consideration is a mechanism used to bridge valuation gaps between buyers and sellers. It involves additional payments made by the buyer to the seller based on the future performance of the acquired business. This approach aligns the interests of both parties and mitigates … Continued The post The Complex Role of Contingent Consideration in M&A Transactions first appeared on JLK Rosenberger.

We’re proud to welcome PKF Ethiopia as a new member of the PKF Global network, expanding our presence in East Africa.

Reading time: 1 minute 30 seconds We’re attempting to bring humor to the humorless Beneficial Ownership Information (BOI) reporting drama. Enjoy this hot take from our very own Rob Flowers, Tax Director. The recent BOI FinCen reporting soap opera is confusing! On again, off again, it’s akin to a middle school relationship wrought with frustration … Continued The post The BOI FinCEN Soap Opera: A Confusing Legal Affair—Not a Tax Issue first appeared on JLK Rosenberger.

JLK Rosenberger welcomes Karsten & Company, PLLC, to the firm effective March 1, 2025. The addition expands JLK Rosenberger’s ability to help insurers navigate the accounting, regulatory, and business challenges they face and increases the firm’s team of hands-on, problem-solving professionals. Bill Rosenberger, Partner-in-Charge of the firm’s insurance practice, said, “We are thrilled to welcome … Continued The post Karsten & Company Joins JLK Rosenberger, Expanding Outsourced Accounting and Advisory Capabilities for Insurers first appeared on JLK Rosenberger.

We’re delighted to welcome Plenus Tax & Accounting LLC to our global network.