About Carol Maurice

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So far Carol Maurice has created 73 blog entries.

Webinar Recording: PPP Loan Recipients Eligible for ERC

View recording and slides. Eligible employers can take advantage of the newly extended employee retention credit, designed to make it easier for businesses that choose to keep their employees on the payroll despite challenges from COVID-19.

Navigating Maryland’s New Sales Tax on Digital Products

Maryland businesses are getting caught by surprise by a recently enacted law that subjects digital products to sales tax. Digital products may include movies, books, software, and online training and it’s not always straightforward to determine what’s taxable.

2021-03-29T12:53:48-04:00March 29, 2021|Categories: Tax: Business|Tags: , , |

Don’t Overlook Advantageous Provisions of the SECURE Act

Although the 2019 SECURE Act was the most significant retirement plan policy legislation in over 10 years, its provisions have been somewhat in the background due to COVID-19. We've highlighted the following provisions that plan sponsors and employers without a plan may want to consider now.

Managing Those Physical Stocks in Your Safety Deposit Box

Taking steps now to transfer your physical stock to electronic will take a considerable burden off of your executor. Not only that, if you are able to transfer your physical stock while you are alive, you may also be able to retitle said stock so that it avoids probate.

2021-06-03T12:41:04-04:00March 3, 2021|Categories: Wealth Management|Tags: |

How the New Employee Benefit Plan Auditing Standard (SAS No. 136) Will Impact Plan Audits

Statement on Auditing Standards No. 136 prescribes certain new performance requirements for an audit of financial statements of employee benefit plans subject to the Employee Retirement Income Security Act of 1974 (ERISA) and changes the form and content of the related auditor's report. Read more.

2021-03-08T10:50:14-05:00February 26, 2021|Categories: Employee Benefit Plans, Retirement|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: , |

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.

2021-05-07T08:57:54-04:00January 21, 2021|Categories: Accounting, PBMares COVID-19 Insights, Tax: Business, Tax: Individual, White Paper|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.

2021-05-12T11:46:52-04:00January 20, 2021|Categories: Past Events, PBMares COVID-19 Insights|Tags: , |

EIDL Grants No Longer Reduce PPP Forgiveness

The Economic Aid Act, which became law on December 27, 2020, made PPP loans fully forgivable regardless of EIDL grants received. Now, the SBA has issued guidance and new forgiveness forms removing the need for an EIDL reduction.

PPP Round 2 – What You Need to Know

The Economic Aid Act, included in the 2021 Appropriations Act expanded the Paycheck Protection Program (“PPP”) to include second draw loans for hard-hit small businesses. Here's what you need to know to take advantage of this program.

2021-05-06T08:29:45-04:00January 8, 2021|Categories: PBMares COVID-19 Insights, Tax: Business|Tags: |
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