Guidance for Growth

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

The Developing Role of AI and Emerging Tech for Private Clubs

AI and other emerging tech are now driving efficiency for private clubs in countless operational areas and elevating many facets of the overall member experience. Learn more about what is available and the benefits.

February 27, 2024|Categories: Hospitality, Private Clubs|Tags: |

Tax Relief for American Families and Workers Act of 2024

On January 31, 2024 the House of Representatives passed the Tax Relief for American Families and Workers Act, providing business tax breaks and expanded child care credits. Learn if you should consider filing an extension for your 2023 individual and business tax return and consult with a professional tax advisor for evaluation.

February 22, 2024|Categories: Tax Alert, Tax: Business, Tax: Individual|Tags: |

Searching for a CFO? 3 Ways to Build a Modern & High-Performing Finance and Accounting Team

Learn about the new CEO mandate, 3 ways to build a high-performing F&A team around a new CFO, and how outsourced accounting services could help.

February 22, 2024|Categories: Cloud Accounting|Tags: |

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: |
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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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