Guidance for Growth

Advisory Watch2024-06-20T13:55:38-04:00

Billionaire Tax Proposed for Wealthy Individuals, Estates and Trusts

Source: RSM US LLP.    With the coronavirus pandemic consuming attention and companies focusing on implementing safety, readiness and response measures, a surge in potentially harmful phishing scams has emerged.

October 30, 2021|Categories: Estate and Trust, Tax: Individual|Tags: , |

Build Back Better Act – What Is in and What Is out?

Source: RSM US LLP.    With the coronavirus pandemic consuming attention and companies focusing on implementing safety, readiness and response measures, a surge in potentially harmful phishing scams has emerged.

October 30, 2021|Categories: Accounting, Tax: Business, Tax: Individual|Tags: , |

The Build Back Better Act’s Dozen Tax Changes (UPDATED)

There are many tax changes proposed in the Build Back Better Act. PBMares has detailed a dozen tax changes (including an update October 28th) that would change the tax landscape and would require many taxpayers to re-evaluate their tax positions.

October 29, 2021|Categories: Tax: Individual, Tax: International, Tax: State & Local|Tags: , , |

Club Philanthropy: Guidelines for Employee Assistance and Scholarship Funds

The use of an “Employee Hardship and Disaster Relief Fund Program” is one way to get money donated by members out to employees quickly and tax-free. This article explores the eligibility requirements clubs need to meet to ensure the funds can qualify as tax-exempt distributions,

October 28, 2021|Categories: Hospitality, Private Clubs|Tags: , , |

Guidance to Help Not-for-Profits Navigate Cryptocurrency Donations

More not-for-profit organizations are venturing into the cryptocurrency world, but may be unaware of where or how to start. Learning about the benefits, potential risks, and tax regulations can help organizations decide if crypto is the way to go.

October 19, 2021|Categories: Not-for-Profit|Tags: , , , |

Webinar Recording | What Can You Do to Prepare for the Next Cyber Attack?

PBMares' October 13th webinar reviews the three most common cyber misconceptions and exposures for your organization, including guidance on controlling these risks through IT standards, best practices, and insurance coverage. 

October 14, 2021|Categories: Cybersecurity, Past Events|Tags: , |
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