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:
How Nonprofits Can Navigate Digital Transformation
Nonprofits that learn how to navigate digital transformation are better positioned to thrive. But the unique constraints on nonprofits necessitate a different approach to digital transformation.
Understanding the Differences: Fidelity Bond vs. Fidelity Insurance for 401(k) Plan Sponsors
In the intricate world of 401(k) plan management, understanding the distinction between fidelity bonds and fidelity insurance is crucial. Explore how to strategically leveraging both fidelity bonds and fidelity insurance, to safeguard your plan’s assets and uphold your fiduciary responsibilities with confidence.
The Importance of Total Time Accounting in Government Contracting: Avoiding Pitfalls and Ensuring Compliance
Learn why TTA is so essential and how you can avoid common pitfalls while ensuring compliance.
FinCEN Issues New Reporting Rules for Real Estate Transactions
FinCEN has issued a final rule, effective December 1, 2025, requiring certain real estate professionals to report non-financed residential property transactions involving legal entities or trusts to combat money laundering. The rule targets high-risk transactions used by illicit actors to obscure identities and launder money through the U.S. housing market.
Uncovering the Pitfalls: What Could Go Wrong with Fidelity Bonds?
Fidelity bonds serve as a safeguard against losses caused by fraudulent or dishonest acts by individuals who handle 401(k) plan assets. Like any financial tool, there are potential pitfalls and challenges associated with fidelity bonds that could compromise your plan’s security. Learn more about what could go wrong and how you can proactively mitigate these risks.
The Ultimate Guide to Fighting Fraud: Key Takeaways from the 2024 ACFE Report to the Nations
The 2024 ACFE Report to the Nations provides a comprehensive overview of the latest trends, statistics, and strategies in the fight against occupational fraud. Dive into the key insights from this report and arm yourself with the knowledge to protect your organization from fraud.
