Guidance for Growth

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

2025 Outlook: 3 Common Trends in M&A Activity

Whether you’re buying, selling, or investing in a business in 2025, success hinges on making informed decisions. This article examines trends in M&A activity.

Navigating Uncertainty: Key Economic and Policy Shifts Impacting Organizations

Rapid policy changes and legal challenges are making the business environment increasingly unpredictable. Shifts in trade, labor, and tax policies can create both opportunities and disruptions. While uncertainty is inevitable, businesses that stay informed, assess risks, and build flexibility into their operations will be better equipped to adapt

March 6, 2025|Categories: Tax: Business|Tags: |

Internal Auditing Expert JJ Edmunds Speaks to Credit Union Association

PBMares Risk Advisory Partner JJ Edmunds recently led a presentation to the Association of Credit Union Audit and Risk Professionals (ACUARP). His topic, National Credit Union Administration (NCUA) Supervisory Priorities, helped ACUARP’s credit union members understand the most prevalent emerging and ongoing risks affecting the credit union industry.

March 4, 2025|Categories: News Releases|

New Rulings Expand Self-Employment Tax for Limited Partners

Active limited partners who participate in a partnership’s operations may now owe self-employment taxes on ordinary income. Recent court rulings stress the importance of a partner’s role over their title, making it essential for businesses to evaluate involvement, review agreements, and ensure compliance to avoid penalties.

February 27, 2025|Categories: Construction and Real Estate, Tax: Business|Tags: |

PBMares Wins ClearlyRated’s 2025 Best of Accounting Award For Service Excellence

PBMares, a top 100 accounting and business consulting firm, has won the Best of Accounting Award for the third year in a row for providing superior service to their clients.

February 26, 2025|Categories: News Releases|
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