PBMares Wealth Management Named Top 150 AUM Firm by Accounting Today

PBMares Wealth Management, LLC was recently ranked as a Top 150 CPA Firm by AUM (assets under management) by Accounting Today magazine, the premier publication [...]

2021-08-09T11:37:36-04:00August 5, 2021|Categories: News Releases, Wealth Management|

2021 North Carolina Tax Reform

North Carolina is on the verge of passing major tax changes affecting corporate, pass-through, and individual taxpayers. If passed, the state's corporate income tax would be eliminated and 250,000 taxpayers would be removed from state tax rolls.

2021-11-22T11:25:19-05:00August 4, 2021|Categories: Tax: Business, Tax: Individual|Tags: , |

Family Love Letter: Bridging the Gap Between Generations

While dealing with the emotional loss of a loved one, you also face the burden of managing the intricacies of the deceased’s affairs. Learn how the Family Love Letter can help.

2023-08-18T08:56:18-04:00July 6, 2021|Categories: Wealth Management|Tags: , , |

Preventing Ransomware Attacks at Your Business

Ransomware attacks have become a major threat to many private businesses. The possibility of having critical business data encrypted by cybercriminals who then demand millions for data release is fast becoming a reality.

2024-01-25T09:55:04-05:00June 23, 2021|Categories: Cybersecurity, Risk Advisory|Tags: , , |

The Biden Tax Plan: Changes to Global Intangible Low-Taxed Income (GILTI)

The new Global Intangible Low-Taxed Income (GILTI) regime imposes U.S. tax on foreign earnings of certain foreign corporations whether or not the profits are repatriated to the U.S. owner.

2021-06-22T14:17:12-04:00June 10, 2021|Categories: Tax: Business, Tax: Individual, Tax: International|Tags: , , |

Understanding the Role of Cognitive Bias and Economic Bubbles

Lately, there have been several stories regarding the possibility that the U.S. economy is in a stock market bubble. It seems whenever there are extended time periods with high growth, the word bubble appears and investors start to become uneasy. So, what are bubbles and should we be concerned with them?

2021-06-27T14:55:18-04:00May 13, 2021|Categories: Wealth Management|Tags: , , |

The Impact of Biden’s Proposed $2.3 Trillion Infrastructure Plan on the Construction Industry

President Biden recently unveiled his new $2.3 trillion infrastructure package, the American Jobs Plan. The construction industry will benefit in several ways, but there are mixed reactions on different aspects of the legislation.

Single Audit Deadline Delayed by Six Months

On March 19, 2021, the Office of Management and Budget issued a memo directing federal agencies to delay, by six months, the deadline for recipient organizations to submit Single Audits. The new deadlines are September 30, 2021 and March 31, 2022.

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