Navigating “Per Stirpes” Election for Beneficiary Designations

What happens if any of your primary or contingent beneficiaries pass away before you? If your intent is to leave behind a legacy for that particular beneficiary’s heirs, adding the Per Stirpes designation may be advantageous.

2021-01-29T14:44:48-05:00January 29, 2021|Categories: Estate and Trust, Wealth Management|Tags: |

IRS Issues Guidance on 401(k) and 403(b) Plans

IRS guidance on the 15% maximum on automatic contributions, 401(k) and 403(b) plan safe harbor requirements and plan loan offset rollovers. Source: RSM US LLP. 

2021-03-08T10:29:05-05:00January 28, 2021|Categories: Accounting, Employee Benefit Plans, Retirement|Tags: , , |

Philanthropy in Clubs: Planned Giving Programs

This second article in Club Director’s Philanthropy in Clubs series provides an overview of the opportunities that exist for clubs that establish a planned giving program along with some ideas about how to get started and ensure the success of the program.

2021-01-28T12:19:44-05:00January 27, 2021|Categories: Hospitality, Private Clubs|Tags: , , |

Expanded Funding and Tax Benefits for Not-for-Profit Organizations in COVID-19 Relief Bill

Not-for-profit organizations have been a source of hope and resources for the communities they serve, but many are still struggling with the effects of COVID-19. The latest round of stimulus relief allocated $900 billion to ongoing COVID-19 relief measures, many of which stand to benefit not-for-profits.

2021-01-26T10:24:37-05:00January 26, 2021|Categories: Not-for-Profit, PBMares COVID-19 Insights, Uncategorized|Tags: , |

Vital Signs: The State of the Markets

Vital Signs: The State of the Markets is a quarterly overview of key trends and market conditions in the capital markets in which PBMares is active and engaged. Download our key takeaways for the 4th Quarter of 2020.

2021-01-26T11:28:15-05:00January 26, 2021|Categories: Business Advisory, Business Valuation, Transaction Advisory|Tags: , |

Is Your Pricing Compliant with FAR?

The Federal Acquisition Regulations and the Cost Accounting Standards require consistency in estimating, accumulating and reporting costs.  In other words, the way you price your contracts must be consistent with the way you account for and report them.  There are two things you can do to help ensure compliance.

2021-03-08T10:56:56-05:00January 25, 2021|Categories: Government Contracting|Tags: , |

Employee Retention Credit: Do You Qualify?

Do you qualify for the Employee Retention Credit? Download our ERC flow chart to help determine whether or not you are eligible.

2021-04-07T14:44:45-04:00January 21, 2021|Categories: Accounting, PBMares COVID-19 Insights, Tax: Business, Tax: Individual, White Paper|Tags: |

Private Club Trends: Clubs in Town & Country 2020

Are you concerned about trends in the club industry and their impact on your club? If so, now is your opportunity to download Clubs in Town & Country, the nation's most respected statistical review of the club industry.

Credit Unions and the Rise of COVID-19 Financial Fraud

In the wake of COVID-19, financial institution fraud is on the rise thanks to a mostly virtual environment and exposed vulnerabilities in organizations’ security systems and processes. Developing awareness of the types of fraud schemes is an important part of mitigating and lowering the risk.

2021-03-08T10:04:46-05:00January 20, 2021|Categories: Credit Unions, Cybersecurity, Financial Institutions, PBMares COVID-19 Insights|Tags: , |

Post-Pandemic Financial Insights and Strategies for Nonprofits

2020 has been a difficult year for nonprofit organizations. In difficult times, financial innovation and risk mitigation are necessary to survive and thrive when true recovery begins. During this summit, we will present the issues, trends, key takeaways, and even opportunities we have seen while serving nonprofits since the COVID-19 pandemic started.

2021-02-09T10:24:37-05:00January 20, 2021|Categories: Past Events, PBMares COVID-19 Insights|Tags: , |
Go to Top