Due Diligence Should Be More Than Numbers

Whether it is to gain access to new technologies or increase resources and market presence, more companies, large and small are considering a merger or acquisition. 

Proposed Tax Plan Includes New Excise Tax on Private Universities

At the organizational level, the proposed changes are pretty bare. The major change comes in the form of a new excise tax applied to private colleges and universities, especially those with very large endowment funds.

2020-10-05T10:45:34-04:00November 16, 2017|Categories: Not-for-Profit, Wealth Management|Tags: , |

Charitable Deduction Benefit Declines in Proposed Tax Plan

The House Ways and Means Committee have released its first bill of the "Tax Cuts and Jobs Act." While we still may be a ways out of a final bill, PBMares will keep everyone in the non-for-profit world on any changes that will affect them every step of the process.

2020-10-05T10:46:24-04:00November 6, 2017|Categories: Not-for-Profit, Tax: Business, Tax: Individual|Tags: , |

How Not-for-Profits Can Make Pledge Forms More Transparent

Donations and contributions are the lifeblood for many not-for-profit organizations. Without the generosity of donors, these organizations would cease to exist. For this reason, keeping [...]

2018-09-19T21:56:15-04:00November 6, 2017|Categories: Not-for-Profit|Tags: , |

Congressional Tax Reform Bill Full of Changes

Tax Cuts and Jobs Act Impacts Businesses and Individuals Congressional Republicans have been working on a bill to simplify the tax code and reduce the [...]

2018-09-11T19:11:32-04:00November 3, 2017|Categories: Construction and Real Estate, Small Business, Tax: Business, Tax: Individual|Tags: , |

It’s a Good Time to Do Business in the Shenandoah Valley

From a regional perspective, the Shenandoah Valley has a diverse economy made up of numerous industries and no one dominant company. As a result, the [...]

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