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:
With No Year-end Tax Package, Businesses Face Unfavorable Changes
Businesses must contend with several unfavorable tax changes after no significant business tax provisions appeared in a year-end omnibus package.
A New Frontier in State Taxation: Pass-Through Entity Tax
Designed to eliminate the adverse impacts of the SALT cap, the Pass-Through Entity Tax (PTET) is an optional state income tax that taxpayers may elect to use. However, before deciding whether a PTET election is the right move, there are a variety of issues to consider.
Financial Services Organizations Should Monitor and Refresh CECL Models
Financial services organizations that are further along in their CECL journey should examine how their CECL model is already working.
Retirement Tax Planning for Medicare Premiums
High-income retirees pay more in monthly Medicare premiums, but with careful planning – and an appeal when necessary – the premiums can potentially be reduced.
Why Do Nonprofits Need Financial Statement Services? Part 1: State and Grantor Compliance
Nonprofit compliance requirements vary from state to state. Private foundations, agencies, and other grantors often have their own requirements, too. It’s important for organizations to understand what these are before accepting any funding.
Cybersecurity tips that every family office should know
Managing cybersecurity risk, including protecting sensitive data, is crucial for family offices.
