Guidance for Growth

Advisory Watch2024-06-20T13:55:38-04:00

Not-for-Profit Accounting Expert Jonny Rosch Speaks at Industry Event in Washington, D.C.

Jonny Rosch, a Partner on PBMares’ Nonprofit team, is speaking at today’s FAR (formerly the Finance & Administration Roundtable) February luncheon about Form 990-T reporting, compliance pitfalls, and guidance on emerging tax issues affecting not-for-profits, such as unrelated business income tax.

February 19, 2025|Categories: News Releases|

Time’s Up: OMB’s New Cybersecurity Mandates Are Now in Effect for Federal Grant Recipients in 2025

Understand the new cybersecurity -related revisions from the Office of Management and how to stay in compliance.

February 19, 2025|Categories: Cybersecurity, Risk Advisory|Tags: |

Quarterly Nonprofit Update: February/March 2025

The nonprofit sector continues to evolve as economic conditions, policy changes, and donor behavior shape funding strategies. Charitable giving remains strong, with signs of continued growth for organizations. However, adapting to these shifts will require strategic planning to sustain long-term impact.

February 13, 2025|Categories: Not-for-Profit|Tags: |

Webinar Recording | M&A Trends in 2025: Key Factors That Can Impact Your Business Exit

Are you a business owner considering an exit in the near future? It’s important to understand how to navigate the ever-changing M&A landscape. This webinar will cover insights and strategies that can maximize value and ensure a smooth transition.

February 7, 2025|Categories: Events, Tax: Business, Transaction Advisory, Webinar|Tags: , , , |

8(a) Survival Guide: How to Ace Your Annual Review and Stay in Good Standing

Learn the key elements of the annual review process for maintaining your 8(a) status. Find out what documents to gather, how to keep your personal net worth (PNW), and ownership structure above reproach.

January 31, 2025|Categories: Government Contracting|Tags: |
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The content of these articles are accurate as of the date noted below each article. Always ensure you are reviewing the most recent information available. Contact your tax advisor if you need clarification.

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