Podcast | Risk Advisory
Listen as PBMares Partner, JJ Edmunds, explains the need to join the Firm's cybersecurity and business process optimization teams to provide Risk Advisory Services.
Death and taxes: Critical opportunities for nonprofits
With the American population aging, postmortem contributions are critical opportunities for nonprofits to receive charitable contributions
The crucial role of data in financial institutions
Data collection is easy, using it well is hard. For finance, data fuels innovation, guiding decisions, growth, and risk mitigation.
3 Best Practices for Overcoming Operational Resistance to Change
Operational resistance to change can derail a change initiative before it even begins. In this article, discover how to overcome operational resistance to change and foster continuous improvement within your organization.
IRS Flags Phishing and Smishing in 2024 Tax Scams Alert
The IRS warns of phishing and smishing as top threats in its 2024 “Dirty Dozen” tax scams list. These tactics use fraudulent emails or texts posing as the IRS to extract personal and financial data. IRS Commissioner Danny Werfel urges caution, emphasizing the IRS does not initiate contact via email or text for such information.
Audit Requirements for Licensure as a North Carolina General Contractor
When applying for licensure as a North Carolina general contractor, understand the requirements of the North Carolina Licensing Board for General Contractors (the Board), what questions arise at the mention of an audit or agreed-upon-procedure (AUP).
Podcast | Risk Advisory & Cybersecurity
In this podcast, PBMares Partner, Antonina McAvoy dissects what risk means to businesses and organizations and how we can help you turn risk from a foe to a force for growth.
IRS releases plan to triple its audit rates on large corporations
Audit rates on large corporations to increase threefold, per newly released IRS roadmap for spending Inflation Reduction Act funds.
Form 990-Series: A Guide for Tax-Exempt Organizations
Tax-exempt organizations operating on a calendar year-end (December 31) are reminded to prepare their Form 990-series returns or secure an extension before the May 15th deadline. Timely submission is essential to uphold tax-exempt status and ensure compliance with IRS regulations.
For Franchises: Strategic Management Tools
In this article, we’ll outline types of strategic management tools for franchises and dive further into the various benefits.