At midyear, the construction market is a mix of strength and uncertainty. While sectors like data centers are seeing strong demand, policy shifts, cost pressures, and labor shortages are affecting project planning across the board. Contractors are staying focused on adaptability and long-term strategy as they respond to changing conditions.
Being an investor in real estate requires a great deal of skill, including identifying potential investment opportunities, planning for capital investment, and maintaining properties over time. For high-net-worth investors whose estate values exceed the lifetime exclusion amount, this can lead to substantial exposure. Learn what unique financial challenges and opportunities investors should consider for wealth management and estate planning strategies.
This presentation will demonstrate the importance of integrating Medicare strategy into your retirement plan. Join PBMares Senior Wealth Advisor, Daniel Yoo, and Margo Steinlage Kreider, J.D., of Steinlage Insurance Agency.
As of June 23, 2025, the Senate Finance Committee have released its version of the tax bill, aiming to match up with the House’s proposal that passed in May. Both versions extend major parts of the 2017 tax law and update certain business and individual tax breaks. But they take different approaches, and there are still some big differences to work through before anything becomes final. For taxpayers, it’s important to understand what each version includes in order to plan ahead, take advantage of new opportunities, and stay compliant.
Deferred compensation is one of the most misunderstood areas in owner-run government contracting businesses. Even if the plan only covers one person (the owner), it may trigger a landmine of compliance requirements under IRS Section 409A, FAR 31.205-6, and ERISA. Learn more about what you need to know.
Strong internal controls are a key part of effective state and local government operations. They reduce the chance of errors, make it easier to catch problems early, and support accountability at every level. Taking time to understand these controls can lead to better oversight and stronger public trust.
Throughout the working years, many individuals focus on saving and planning for retirement. When that day finally arrives, the shift from saver to spender can feel uncomfortable. Planning early and often can provide peace of mind. Learn more.
The House Ways and Means Committee has released a new draft tax bill that would extend several provisions from the Tax Cuts and Jobs Act (TCJA), many of which are set to expire in the coming years. The proposal includes new and expanded incentives for businesses, updates to individual tax rates and deductions, and a range of temporary relief measures scheduled to run through 2028.
Before deciding to retire, it’s essential to ensure financial readiness. There are several opportunities and risks to consider before retirement. Learn the most common considerations.
New tariffs on construction materials are adding pressure across the industry, driving up costs and making it harder to plan. As trade policy continues to change, contractors and developers are facing tighter budgets, supply chain delays, and new uncertainty around project timelines. Staying flexible and proactive is key to managing the impact and keeping work on track.
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