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Webinar | Estate Planning & Tax Law Changes for High Net Worth Families

Learn about the significant impact of proposed tax law changes, including the elimination of current strategies and increasing tax rates on high net worth clients and their wealth planning. Join us Thursday, December 5, 2024 at 11AM EST.

2024-11-15T09:54:40-05:00November 11, 2024|Categories: Events, Tax: Individual, Wealth Management, Webinar|Tags: , , |

Estate Planning after the Sale of a Business Interest

This article discusses estate planning and tax considerations after the sale of a business interest or other liquidity event, including common strategies to reduce estate tax and meet charitable giving goals.

2023-09-15T16:56:42-04:00August 30, 2023|Categories: Estate and Trust, Tax: Individual|Tags: , |
PBMares is a Mid-Atlantic top 100 Certified Public Accounting and consulting firm focused on serving the audit, tax, accounting and consulting needs of companies and individuals across Virginia, North Carolina, Maryland and Washington DC including Hampton Roads, Shenandoah Valley, Virginia Peninsula, Tidewater, DC Beltway, Metro DC and Central Virginia. We focus on serving clients in construction/real estate, financial institutions, government contracting, hospitality, private clubs, healthcare organizations, not-for-profit organizations and state and local governments. Beyond this, we have specialties in cybersecurity, cloud accounting, forensic accounting, and wealth management.
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