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So far pb_admin has created 365 blog entries.

Webinar Recording | Implementing the Lease Standard, ASC 842

This webinar recording from November 30 provides an overview of the lease accounting standard and a demo of our software solution designed to ease the burden of implementation for your organization. We will also address some of the common pitfalls, business implications, possible financial benefits, and more.

2023-01-13T13:35:40-05:00November 11, 2022|Categories: Accounting, Audit & Assurance, Past Events|Tags: , |

IRS Warns of Employee Retention Credit Fraud

The IRS recently warned employers to beware of advertisements and solicitations that promise tax refunds that seem too good to be true. They promise business owners lucrative tax refunds from the Employee Retention Credit through filing amended payroll tax returns.

2022-11-07T15:31:48-05:00November 7, 2022|Categories: Tax: Business|Tags: , , |

10 Issues That Affect Wealth Preservation and What You Can Do about Them

Wealth preservation issues and strategies for multigenerational wealth; how to prioritize grantor intent for future generations while minimizing taxes and reducing conflict.

2022-11-01T16:39:34-04:00November 3, 2022|Categories: Wealth Management|Tags: |

Not-for-Profit Document Retention Policies and Guidelines

Document retention policies are a necessary part of nonprofit management, but not everyone knows how to go about file storage. Now that organizations are back in the office, it’s an excellent time to review their document management strategy.

2022-10-31T12:28:42-04:00October 31, 2022|Categories: Not-for-Profit|Tags: |

Cybersecurity and Employee Benefit Plans

Plan sponsors have a fiduciary responsibility to understand cybersecurity risk in an employee benefit plan (EBP). In order to satisfy this responsibility, plan sponsors must understand how EBPs are exposed to cybersecurity risk and design effective controls to mitigate that risk.

2022-10-28T15:47:39-04:00October 28, 2022|Categories: Cybersecurity, Employee Benefit Plans|Tags: |

IRS Announces Significant Annual Inflation Adjustments for over 60 Tax Provisions for 2023

The IRS announced its annual inflation adjustments on October 18 in Revenue Procedure 2022-38.  As expected due to soaring inflation over the past year, the tax adjustments are significant this year with most adjustments increasing around 6 to 7 percent.   

2022-10-26T09:15:08-04:00October 25, 2022|Categories: Tax: Individual|Tags: , |
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