Moving You Forward
As you navigate this new business environment, leaders need the right guidance and direction to move forward. Tap into our customized tax, audit, accounting and business advisory solutions to help you recover from disruption and grow stronger. Contact a PBMares advisor today.
RECENT INSIGHTS:
SECURE 2.0 Act – Employer Matches of Qualified Student Loan Payments (QSLPs)
Section 110 of the SECURE 2.0 Act allows plan sponsors to treat student loan payments as elective deferrals to match contributions effective for plan years beginning after December 31, 2023. Plan sponsors considering allowing employer match contributions of qualified student loan payments (QSLPs) might have postponed their decision until further guidance was provided. On August 19, 2024, the IRS issued interim guidance that will assist plan sponsors in determining whether to adopt the provisions.
Franchise 101: Taking the First Step
Explore this practical guidance for those thinking about taking the first step toward owning a franchise.
The Critical Importance of a Properly Conducted SOC Examination by an Independent CPA: A Specialist’s Perspective
SOC examinations are a critical component of a service organization’s risk management strategy. Learn about how their value is entirely dependent on the quality of the examination process.
Navigating the Uncertain Future of the Estate/Gift and GST Exemptions
2024 election outlook and its potential impact on lifetime estate/gift and GST exemptions
Podcast | Executive Benefits for Nonprofits
Jonny Rosch, Partner and CPA from PBMares, explores how executive benefits can be a powerful retention strategy for nonprofit organizations.
The Foundation of Trust in Client Relationships: A CPA’s Most Valuable Asset
Understand why a strong foundation of trust in client relationships is a CPAs most valuable asset.
