Philanthropy in Clubs: Planned Giving Programs

This second article in Club Director’s Philanthropy in Clubs series provides an overview of the opportunities that exist for clubs that establish a planned giving program along with some ideas about how to get started and ensure the success of the program.

2021-04-22T15:10:08-04:00January 27, 2021|Categories: Hospitality, Private Clubs|Tags: , , |

Expanded Funding and Tax Benefits for Not-for-Profit Organizations in COVID-19 Relief Bill

Not-for-profit organizations have been a source of hope and resources for the communities they serve, but many are still struggling with the effects of COVID-19. The latest round of stimulus relief allocated $900 billion to ongoing COVID-19 relief measures, many of which stand to benefit not-for-profits.

2021-01-26T10:24:37-05:00January 26, 2021|Categories: Not-for-Profit, PBMares COVID-19 Insights, Uncategorized|Tags: , |

Is Your Pricing Compliant with FAR?

The Federal Acquisition Regulations and the Cost Accounting Standards require consistency in estimating, accumulating and reporting costs.  In other words, the way you price your contracts must be consistent with the way you account for and report them.  There are two things you can do to help ensure compliance.

2021-03-08T10:56:56-05:00January 25, 2021|Categories: Government Contracting|Tags: , |

Recent tax court case details substantial rights related to R&D Credit

The case explains the IRS' view of the requirements to establish substantial rights for work performed under contract for the R&D credit.

2023-08-08T17:57:43-04:00January 24, 2021|Categories: Tax: Credits & Incentives|Tags: , , |

Employee Retention Credit: Do You Qualify?

Do you qualify for the Employee Retention Credit? Download our ERC flow chart to help determine whether or not you are eligible.

2023-10-09T08:35:39-04:00January 21, 2021|Categories: Accounting, PBMares COVID-19 Insights, Tax: Business, Tax: Individual, White Paper|Tags: |

Credit Unions and the Rise of COVID-19 Financial Fraud

In the wake of COVID-19, financial institution fraud is on the rise thanks to a mostly virtual environment and exposed vulnerabilities in organizations’ security systems and processes. Developing awareness of the types of fraud schemes is an important part of mitigating and lowering the risk.

2021-04-22T15:07:55-04:00January 20, 2021|Categories: Credit Unions, Cybersecurity, Financial Institutions, PBMares COVID-19 Insights|Tags: , |

Post-Pandemic Financial Insights and Strategies for Nonprofits

2020 has been a difficult year for nonprofit organizations. In difficult times, financial innovation and risk mitigation are necessary to survive and thrive when true recovery begins. During this summit, we will present the issues, trends, key takeaways, and even opportunities we have seen while serving nonprofits since the COVID-19 pandemic started.

2021-05-12T11:46:52-04:00January 20, 2021|Categories: Past Events, PBMares COVID-19 Insights|Tags: , |

Is Your Not-for-Profit Organization’s COVID-19 Funding Triggering A Single Audit?

Part of the recovery funding for many not-for-profits has come from grants. While these funds have directly helped not-for-profits keep their doors open, many executives may not realize that some of these funds could trigger a single audit.

2021-04-22T15:03:27-04:00January 19, 2021|Categories: Audit & Assurance, Not-for-Profit, PBMares COVID-19 Insights|Tags: , , |

EIDL Grants No Longer Reduce PPP Forgiveness

The Economic Aid Act, which became law on December 27, 2020, made PPP loans fully forgivable regardless of EIDL grants received. Now, the SBA has issued guidance and new forgiveness forms removing the need for an EIDL reduction.

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