Why Do Nonprofits Need Financial Statement Services? Part 1: State and Grantor Compliance

Nonprofit compliance requirements vary from state to state. Private foundations, agencies, and other grantors often have their own requirements, too. It’s important for organizations to understand what these are before accepting any funding.

2022-12-21T08:04:01-05:00December 20, 2022|Categories: Audit & Assurance, Not-for-Profit|Tags: , , |

RMD and Estimated Tax Payments: Considerations and Tax Strategies

Many taxpayers may not realize that taxes are not automatically withheld from RMDs. There are tax strategies to manage estimated tax payments, but the deadline of Dec. 31 is quickly approaching.

2025-03-27T12:02:41-04:00December 13, 2022|Categories: Tax: Individual, Wealth Management|Tags: |

Implementing the Lease Standard: Things to Remember

The new lease standard has brought about a lot of changes. In this blog post, we will discuss some of the most important things to remember when implementing ASC 842. We'll also provide a checklist of tasks that should be completed in order to ensure compliance with the new lease standard. 

2022-12-08T15:16:32-05:00December 8, 2022|Categories: Audit & Assurance|Tags: , |

Webinar Recording | Pass-Through Entity Tax: A New Frontier in State Taxation

Watch the recording from our December 7th webinar for insights on the Pass-Through Entity Tax (PTET), an optional state income tax that Pass-Through Entity taxpayers may elect to use.

2024-01-02T13:04:15-05:00November 28, 2022|Categories: Past Events, Tax: Business, Tax: State & Local|Tags: , , , , |

This Could Be a Good Time to Convert to a Roth IRA

If you're like many who are saving for retirement, the value of your retirement accounts has dropped considerably during 2022. It may be time to consider converting to a Roth IRA.

2022-11-17T16:34:02-05:00November 17, 2022|Categories: Retirement, Tax: Business, Tax: Individual|Tags: , |

Webinar Recording | Top 10 Tax Strategies for 2022

Join PBMares on November 16 to discover the top 10 tax strategies businesses and individuals should consider before year-end, including traditional tax strategies, charitable planning, and Roth IRA conversions.

Increase in Social Security Wage Base, Wage Caps and Benefit Amounts Announced for 2023

The Social Security Administration recently announced their annual inflation changes to the Social Security wage base, annual wage cap, and benefit amounts that will be effective January 1, 2023. These 2023 inflation increases are the largest percentage increases since 1981 and the fourth-largest increase ever for the Social Security program.

2022-11-11T16:22:26-05:00November 11, 2022|Categories: Tax: Business, Tax: Individual|Tags: , |

Webinar Recording | Implementing the Lease Standard, ASC 842

This webinar recording from November 30 provides an overview of the lease accounting standard and a demo of our software solution designed to ease the burden of implementation for your organization. We will also address some of the common pitfalls, business implications, possible financial benefits, and more.

2023-01-13T13:35:40-05:00November 11, 2022|Categories: Accounting, Audit & Assurance, Past Events|Tags: , |
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