Charitable Giving With the New Legacy IRA
New Legacy IRA rules mean that charitable gift annuities are even more valuable as part of a larger tax strategy, especially for taxpayers who want to fulfill philanthropic goals and/or minimize Medicare premiums.
The BoardRoom Magazine Awards PBMares, LLP the Excellence in Achievement Award
BoardRoom magazine awarded PBMares the “Excellence in Achievement” award in the Tax Consultant category.
1099-K Reporting Requirement Delayed for 2023; New, Phased-In Approach for 2024
The IRS delayed implementing new, lower reporting requirements for Form 1099-K in 2023 and announced a phased-in approach for 2024.
When Healthcare Providers Outsource the Accounting Function
Learn more about how outsourcing accounting in various areas of the healthcare industry is providing a variety of benefits — from cost savings to improving the quality of care.
3 Tips When Preparing to Outsource Your Accounting Function
When considering finance and accounting outsourcing (FAO), a bit of research and planning in advance can help you make an informed decision and ensure the transition is as seamless as possible.
The Virginia Land Preservation Tax Credit Program
Learn how Virginia taxpayers can reduce their state tax liability through the Virginia Land Preservation Tax Credit program.
