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.

2024-11-13T08:32:27-05:00November 11, 2024|Categories: Events, Tax: Individual, Wealth Management, Webinar|Tags: , , |

Webinar | Virginia Enterprise Zones: Your Guide to Getting in the Zone

Discover the benefits of being located within a Virginia Enterprise Zone. In this presentation, you will learn who is eligible, what grants are available, and how to apply.

2024-11-04T15:40:33-05:00November 4, 2024|Categories: Events, Construction and Real Estate, Webinar|Tags: , , , |

Webinar Recording | Cybersecurity in Construction & Real Estate

​Learn effective strategies needed to mitigate your financial and IT risks to address the sophisticated ransomware and social engineering attacks facing businesses today.

Webinar Recording | Taking Stock in Elections: Unveiling the Stock Market’s Political Dance

This recording of our live webinar is an exclusive look at the 2024 election season and how politics can affect the investment world.

2024-04-19T16:28:27-04:00February 8, 2024|Categories: Wealth Management, Webinar|Tags: , |

Webinar Recording | “Greatest of All-Time” Internal Revenue Code Sections

After 38 years serving hundreds of U.S. taxpayers, Tax Partner Sean O’Connell shares his “Greatest of All Time” top 10 list of Internal Revenue Code Sections – all of which are still in effect.

2024-04-18T16:20:04-04:00December 13, 2023|Categories: Tax: Business, Tax: Exempt Organizations, Tax: Individual|Tags: , |

Webinar Recording | Pass-Through Entity Tax: A New Frontier in State Taxation

Watch the recording from our December 7th webinar for insights on the Pass-Through Entity Tax (PTET), an optional state income tax that Pass-Through Entity taxpayers may elect to use.

2024-01-02T13:04:15-05:00November 28, 2022|Categories: Past Events, Tax: Business, Tax: State & Local|Tags: , , , , |

Webinar Recording | Top 10 Tax Strategies for 2022

Join PBMares on November 16 to discover the top 10 tax strategies businesses and individuals should consider before year-end, including traditional tax strategies, charitable planning, and Roth IRA conversions.

Webinar Recording | Implementing the Lease Standard, ASC 842

This webinar recording from November 30 provides an overview of the lease accounting standard and a demo of our software solution designed to ease the burden of implementation for your organization. We will also address some of the common pitfalls, business implications, possible financial benefits, and more.

2023-01-13T13:35:40-05:00November 11, 2022|Categories: Accounting, Audit & Assurance, Past Events|Tags: , |

Implementing ASC 842 New Accounting for Leases: What Labor Unions Need to Know

Whether we like it or not Accounting Standards Codification (ASC) 842 is here.  Labor unions have a lot on their plates and a new accounting standard on leases may not be at the top of the priority list. However, the time is now to implement if you haven’t done so already.

2023-01-13T14:58:26-05:00October 17, 2022|Categories: Labor Unions|Tags: , |

Webinar Recording | Family Love Letter October 6, 2022

Estate planning is an integral part of our financial lives, but it’s just as important to plan for the legacy we wish to leave [...]

2023-01-13T13:26:42-05:00September 22, 2022|Categories: Estate and Trust, Events, Past Events, Wealth Management|Tags: , , |
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