Guidance for Growth

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

The Inflation Reduction Act Makes Few Alterations to the Tax Strategies of PBMares’ Clients

Today, The Inflation Reduction Act of 2022 was enacted. Through its sweeping law changes on health care, climate, and taxes, the Act presents a few new opportunities for beneficial tax strategies. In general, the Act results in few tax increases to PBMares clients.

August 16, 2022|Categories: Tax: Business, Tax: Individual|Tags: |

Not-for-Profit Investment Policy Statements: Little Changes, Big Impact

Sometimes, a not-for-profit's investment performance isn’t what it should be. Looking at the Investment Policy Statement and identifying corrections can help to improve fund performance and help to ensure investment returns meet their objectives.

August 11, 2022|Categories: Not-for-Profit, Wealth Management|Tags: , |

The CHIPS Act and Its Impact on the Construction Industry

The CHIPS Act was signed into law on August 9, marking a multi-year, $280 billion investment in advanced manufacturing and technology. The construction industry – and Virginia – stand to benefit in more ways than one.

August 9, 2022|Categories: Construction and Real Estate|Tags: |

What Do Government Contractors Need to Know about DCAA?

DCAA compliance is an essential component of government contract administration. The key for government contractors is to know what rules and regulations they are subject to, implement the necessary processes to ensure compliance, and maintain that compliance.

August 9, 2022|Categories: Government Contracting|Tags: |

How to Register a Charity in Virginia, Maryland, and North Carolina

Starting a nonprofit often requires registering with the state before the organization can fundraise. States like Virginia, Maryland, and North Carolina all have different rules and requirements for nonprofit registration.

August 4, 2022|Categories: Not-for-Profit, Tax: Exempt Organizations|Tags: , |

Financial Terminology 101: Ten Terms Every Investor Should Know (Plus One Bonus Term)

There is an abundance of financial terms that get thrown around in news, market reports, and even conversations with advisors. This article sums up 10 common investment and financial terms that every investor should know.

August 3, 2022|Categories: Wealth Management|Tags: , |
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