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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:

  • Nonprofit digital transformation

How Nonprofits Can Navigate Digital Transformation

September 13, 2024|

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.

  • FinCEN Issues New Reporting Rules for Real Estate Transactions

FinCEN Issues New Reporting Rules for Real Estate Transactions

September 9, 2024|

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?

Uncovering the Pitfalls: What Could Go Wrong with Fidelity Bonds?

September 5, 2024|

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.

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