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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:
How Do I Complete a W-8BEN-E Form? … and What Is It?
If you are reading this article you have likely been tasked to complete the 30 Part, 8 page IRS form filled with mystifying acronyms. We feel your pain. The key takeaway is that you can save on tax and paperwork grief by completing this correctly.
3 Benefits of Outsourcing Your Accounting and Finance Function
More than half of today’s organizations plan to outsource more business processes than they keep internally. Why? Because building and securing a competent finance and accounting team is becoming increasingly important for companies in today’s uncertain and ever-evolving landscape.
What to Do if You Filed an Employee Retention Credit Claim with the IRS
ERC submissions are under scrutiny by the IRS due to a surge in questionable claims. Are you confident your claim meets the eligibility requirements and can stand up to a potential audit?
IRS Releases Guidance on Roth Catch-up Contributions under SECURE 2.0
Notice 2023-62 provides an administrative transition period for Roth catch-up contributions to high-income individuals.
Private Foundation Do’s and Don’ts: Common Self-dealing Issues
Private foundations generally may not engage in transactions with disqualified persons, even under terms that are favorable to the private foundation.
How to Maximize Your Social Security Benefits
To maximize your Social Security benefits, there are decisions and considerations to take into account such as: when to begin collecting, tax implications, spousal benefits, and how social security benefits relate to eligibility for Medicare and disability benefits.
