IRS Issues Proposed Regulations on Donor Advised Funds

The IRS has proposed new regulations for Donor Advised Funds (DAFs), impacting how they are defined and managed. These regulations clarify the roles of donors and donor-advisors, introducing specific criteria for identifying DAFs and broadening the scope of liability for taxable distributions.

2024-08-09T15:06:58-04:00February 16, 2024|Categories: Not-for-Profit|Tags: |

RetirePath Virginia Registration Deadline is February 15, 2024

RetirePath Virginia, an automatic-enrollment, state-facilitated individual retirement account savings program, has a deadline to register of February 15, 2024 for eligible businesses. Businesses that fail to respond may face an annual penalty of up to $200 per eligible employee.

2024-02-12T15:57:01-05:00February 12, 2024|Categories: Employee Benefit Plans|Tags: |

PBMares LLP Named One of America’s Most Recommended Tax and Accounting Firms

PBMares LLP, a Top 100 Mid-Atlantic public accounting firm, has been recognized as one of America’s Most Recommended Tax and Accounting Firms in a first-of-its-kind ranking from USA Today and Statista R.

2024-02-12T09:52:57-05:00February 12, 2024|Categories: News Releases|

Webinar Recording | Taking Stock in Elections: Unveiling the Stock Market’s Political Dance

This recording of our live webinar is an exclusive look at the 2024 election season and how politics can affect the investment world.

2024-04-19T16:28:27-04:00February 8, 2024|Categories: Wealth Management, Webinar|Tags: , |

December CPI: Sticky Service and Housing Prices Illustrate the Difficult Last Mile in Inflation Fight

Despite a three-month annualized top-line inflation pace of 1.8% and a six-month rate of 3.3%, prices in the service sector, which comprises 62% of the overall index, increased by 5%.

2024-02-06T16:13:36-05:00February 6, 2024|Categories: Headlines|Tags: |

The Impact of the Inflation Reduction Act on the Construction Industry

One year after the Inflation Reduction Act passed, there is evidence of an increase in construction investments, job creation in certain sectors, and investments in future clean energy projects.

2024-02-09T10:37:04-05:00February 6, 2024|Categories: Construction and Real Estate|Tags: |
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