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:
State income tax law changes for the second quarter of 2023
A summary of state and local income tax updates enacted during the quarter ending June 30, 2023, which may impact current and deferred tax provisions
Updated UBTI Expense Allocation Method for Social Clubs and Tax-Exempt Organizations
Final IRS regulations will require most social clubs and tax-exempt organizations to rework their unrelated business taxable income worksheets to avoid using an outdated expense allocation method.
Common risks and opportunities audit committees should consider
With the right investment, an internal audit can do much more than just prepare your organization for an external audit, acquisition or public offering.
Pension Benefits: Which Option is Best for Retirement?
After you retire, your pension plan typically offers you at least two alternatives: a consistent income stream or a one-time lump-sum payment. Which alternative suits your circumstances the best?
IRS releases rules for tax-exempt entities to monetize IRA credits
Tax-exempt entities may monetize credits under the Inflation Reduction Act under these rules that the IRS released.
Planning for the Sale, Disposition, or Succession of Your Business
The business appraisal and evaluation process for an exit strategy can be challenging. Learn where to start and what questions to ask.
