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:
Uncovering Unclaimed Property: A Comprehensive Guide
Over $70 billion in unclaimed property is held by states across the U.S., affecting one in seven Americans, according to NAUPA. Individuals, businesses, and nonprofits can reclaim these assets, ranging from uncashed paychecks to dormant accounts, by searching the NAUPA website or state-specific unclaimed property databases.
IRS Launches ERC Voluntary Disclosure Program
The IRS launched the Employee Retention Credit Voluntary Disclosure Program (ERC-VDP), providing an opportunity for employers to correct mistaken Employee Retention Credit (ERC) claims penalty-free, with submissions due by March 22, 2024.
AI’s true value in banking
For banks, artificial intelligence holds significant opportunity in two areas: sales and marketing, and risk management.
The Developing Role of AI and Emerging Tech for Private Clubs
AI and other emerging tech are now driving efficiency for private clubs in countless operational areas and elevating many facets of the overall member experience. Learn more about what is available and the benefits.
Tax Relief for American Families and Workers Act of 2024
On January 31, 2024 the House of Representatives passed the Tax Relief for American Families and Workers Act, providing business tax breaks and expanded child care credits. Learn if you should consider filing an extension for your 2023 individual and business tax return and consult with a professional tax advisor for evaluation.
Searching for a CFO? 3 Ways to Build a Modern & High-Performing Finance and Accounting Team
Learn about the new CEO mandate, 3 ways to build a high-performing F&A team around a new CFO, and how outsourced accounting services could help.
