What to do if you filed an employee retention credit claim with the IRS

ERC submissions are under scrutiny by the IRS due to a surge in questionable claims. Are you confident your claim meets the eligibility requirements and can stand up to a potential audit?

2025-01-31T10:05:14-05:00September 19, 2023|Categories: Tax: Business|Tags: |

How to Maximize Your Social Security Benefits

To maximize your Social Security benefits, there are decisions and considerations to take into account such as: when to begin collecting, tax implications, spousal benefits, and how social security benefits relate to eligibility for Medicare and disability benefits.

2023-09-18T11:14:34-04:00September 18, 2023|Categories: Wealth Management|Tags: , |

What Small Businesses Need to Know about the Beneficial Ownership Information Report

Starting on January 1, 2024, millions of small businesses will be required to file a new information reporting form as part of the Corporate Transparency Act. Many PBMares clients will be affected.

2023-10-05T17:27:39-04:00September 11, 2023|Categories: Tax Alert, Tax: Business|Tags: , , |

3 Signs That Outsourced Accounting Can Benefit Your Organization

Managing your accounting function in-house can quickly become a drain on your business. Whether you’re considering outsourcing a part of your accounting operation — or the entire accounting department — this article will help you make an informed decision.

2023-09-22T13:51:35-04:00September 8, 2023|Categories: Accounting, Cloud Accounting, Consulting|Tags: |

IRS Provides Tax Relief and Extension for South Carolina and Florida Taxpayers Impacted by Hurricane Idalia

IRS announces new Hurricane Idalia tax relief and a new February 15, 2024 tax deadline for all individuals and businesses in South Carolina. 

2023-10-05T17:28:40-04:00September 7, 2023|Categories: Tax Alert, Tax: Business, Tax: Individual|Tags: |

Benefits and Uses of PropTech in Commercial Real Estate

The days of manually collecting cash or check payments for rent are gone. From mobile rent payment and maintenance requests to digital property management and automated investment analysis, proptech is set to revolutionize commercial real estate.

2024-12-09T09:23:36-05:00September 5, 2023|Categories: Accounting, Construction and Real Estate|Tags: |

Estate planning after the sale of a business interest

This article discusses estate planning and tax considerations after the sale of a business interest or other liquidity event, including common strategies to reduce estate tax and meet charitable giving goals.

2025-01-31T09:47:53-05:00August 29, 2023|Categories: Estate and Trust, Tax: Individual|Tags: , |

Your Guide to Understanding Outsourced Finance and Accounting Services

It's becoming increasingly difficult to hire and retain qualified people to staff finance and accounting functions. Many of our clients ask what they can do to address today’s talent gap and keep their accounting function lean. One of the solutions our clients consistently want to discuss is FAO — finance and accounting outsourcing.

2023-09-22T14:04:29-04:00August 28, 2023|Categories: Cloud Accounting, Consulting|Tags: |
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