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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:
IRS Releases 2024 Retirement Plan Limitations
Cost-of-living adjustments to retirement plan limits for 2024 have been issued by the IRS in Notice 2023-75.
3 Tips When Preparing to Outsource Your Accounting Function
When considering finance and accounting outsourcing (FAO), a bit of research and planning in advance can help you make an informed decision and ensure the transition is as seamless as possible.
Whitepaper | Financial Planning Issues to Consider Before Year’s End
Tracking numerous deadlines and avoiding missed financial planning opportunities can be challenging during the end of the year. Use this checklist of issues to consider.
Nonprofits Need to Study Affluent Donors and Giving Trends
Smaller donations and gifts from lower-income donors have consistently dropped. This is why analyzing the giving trends of more affluent donors is critical for nonprofits.
The Virginia Land Preservation Tax Credit Program
Learn how Virginia taxpayers can reduce their state tax liability through the Virginia Land Preservation Tax Credit program.
Best Practices: Assess Investment Portfolio Risk and Return Using Benchmarks
In this article, we’ll discuss recommendations from the Government Finance Officers Association (GFOA) about best practices for measuring portfolio risk and return against market indexes and benchmarks.
