Guidance for Growth

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

PBMares Wins ClearlyRated’s 2024 Best of Accounting Award for Service Excellence

PBMares LLP, a Top 100 Mid-Atlantic public accounting firm, has been recognized as one of America’s Most Recommended Tax and Accounting Firms in a first-of-its-kind ranking from USA Today and Statista R.

February 19, 2024|Categories: News Releases|

IRS Issues Proposed Regulations on Donor Advised Funds

The IRS has proposed new regulations for Donor Advised Funds (DAFs), impacting how they are defined and managed. These regulations clarify the roles of donors and donor-advisors, introducing specific criteria for identifying DAFs and broadening the scope of liability for taxable distributions.

February 16, 2024|Categories: Not-for-Profit|Tags: |

RetirePath Virginia Registration Deadline is February 15, 2024

RetirePath Virginia, an automatic-enrollment, state-facilitated individual retirement account savings program, has a deadline to register of February 15, 2024 for eligible businesses. Businesses that fail to respond may face an annual penalty of up to $200 per eligible employee.

February 12, 2024|Categories: Employee Benefit Plans|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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