Webinar Recording: The Family Love Letter
Learn more about the Family Love Letter as an important estate planning tool in this complimentary webinar by PBMares experts.
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.
Is 2021 the Year to Gift?
It should come as little surprise that Congress seeks ways to generate revenue given current spending levels. So what has been proposed and how might it affect high net worth estate and gift planning?
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?
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.
Whitepaper | Top Cyber Threats and Defense Strategies
Learn about the top cyber threats facing businesses today, as well as ways you can defend against them.
Navigating Maryland’s New Sales Tax on Digital Products
Maryland businesses are getting caught by surprise by a recently enacted law that subjects digital products to sales tax. Digital products may include movies, books, software, and online training and it’s not always straightforward to determine what’s taxable.
Don’t Overlook Advantageous Provisions of the SECURE Act
Although the 2019 SECURE Act was the most significant retirement plan policy legislation in over 10 years, its provisions have been somewhat in the background due to COVID-19. We've highlighted the following provisions that plan sponsors and employers without a plan may want to consider now.
Managing Those Physical Stocks in Your Safety Deposit Box
Taking steps now to transfer your physical stock to electronic will take a considerable burden off of your executor. Plus, if you are able to transfer your physical stock while you are alive, you may also be able to retitle said stock and avoid probate.