About Carol Maurice

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So far Carol Maurice has created 96 blog entries.

Closing the Coverage, Participation and Savings Gap with SECURE 2.0

The SECURE 2.0 Act of 2022 includes over 90 provisions that have implications for retirement plans. Here are some of the changes that will be more impactful to retirement plans and plan sponsors.

2023-01-09T09:46:41-05:00January 9, 2023|Categories: Plan Design and Administration|Tags: , |

Vital Signs: The State of the Markets Q3 2022

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.

2022-10-26T13:21:09-04:00October 26, 2022|Categories: Business Advisory, Business Valuation, Transaction Advisory, Vital Signs|Tags: , |

Webinar Recording | Family Love Letter October 6, 2022

Estate planning is an integral part of our financial lives, but it’s just as important to plan for the legacy we wish to leave [...]

2023-01-13T13:26:42-05:00September 22, 2022|Categories: Estate and Trust, Events, Past Events, Wealth Management|Tags: , , , |

What You Need to Know about Government Contracting Laws: FAR and Beyond

FAR (Federal Acquisition Regulations) is one of the most important laws to know for any company looking to work with the federal government. In this blog post, we'll cover some key points so you can get started on understanding your responsibilities as a contractor!

2022-09-22T14:10:34-04:00September 13, 2022|Categories: Government Contracting|Tags: |

Webinar Recording | Inflation Reduction Act Tax Law Changes

The Inflation Reduction Act was signed into law on August 16. This webinar will guide you through the significant tax law changes and how they may impact you.

2023-01-13T13:27:40-05:00August 30, 2022|Categories: Past Events, Tax: Business, Tax: Credits & Incentives|Tags: |

PBMares is Certified as PCI Security Standards Council Qualified Security Assessor

As a Qualified Security Assessor, PBMares, LLP plays a vital role in protecting payment card environments by assessing and advising on client data security strategy.

2023-01-13T17:00:33-05:00June 8, 2022|Categories: News Releases|
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