Senior Wealth Advisor Daniel Yoo Recognized in National Ranking of Advisors to Watch
Daniel Yoo, Senior Wealth Advisor with the PBMares Wealth Management team, was recently recognized in AdvisorHub’s 2025 ranking of Advisors to Watch.
Daniel Yoo, Senior Wealth Advisor with the PBMares Wealth Management team, was recently recognized in AdvisorHub’s 2025 ranking of Advisors to Watch.
PBMares, in cooperation with Christopher Newport University (CNU) and the Christopher Newport University Education Foundation (CNUEF), has established a new endowed fund to support a scholarship honoring the Firm’s co-founder and former CEO, Alan Witt.
PBMares launched the spring grant cycle of its Corporate Social Responsibility Program, PBMares Cares, on April 1, 2025. The program funds nonprofits whose work aligns with the Firm’s giving mission. The deadline for submission is May 15, 2025.
In its 2025 ranking of the Top 100 Firms, Accounting Today has named PBMares fourth among Capital Region firms as a Leader in Tax.
In its 2025 ranking of the Top 100 Firms, Accounting Today has named PBMares fourth among Capital Region firms as a Leader in Tax.
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.
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.
On February 20, PBMares Risk Advisory Partner Antonina McAvoy spoke at the 18th annual Hospitality Financial and Technology Professionals (HFTP) Mid-South Atlantic Regional Conference (MSARC). Financial, IT, and Risk leaders from clubs, boutique hotels, and resorts come to the event each year for guidance and insights on industry challenges and best practices.
PBMares Partner Neena Shukla Featured in VSCPA On Government Fraud.
Jonny Rosch, a Partner on PBMares’ Nonprofit team, is speaking at today’s FAR (formerly the Finance & Administration Roundtable) February luncheon about Form 990-T reporting, compliance pitfalls, and guidance on emerging tax issues affecting not-for-profits, such as unrelated business income tax.
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