Live Webinar | Pass-Through Entity Tax: A New Frontier in State Taxation

Join us on December 7 for a discussion of the Pass-Through Entity Tax (PTET), an optional state income tax that Pass-Through Entity taxpayers may elect to use.

2022-11-28T15:02:14-05:00November 28, 2022|Categories: Tax: Business, Tax: State & Local|Tags: , |

This Could Be a Good Time to Convert to a Roth IRA

If you're like many who are saving for retirement, the value of your retirement accounts has dropped considerably during 2022. It may be time to consider converting to a Roth IRA.

2022-11-17T16:34:02-05:00November 17, 2022|Categories: Retirement, Tax: Business, Tax: Individual|Tags: , |

Webinar Recording | Top 10 Tax Strategies for 2022

Join PBMares on November 16 to discover the top 10 tax strategies businesses and individuals should consider before year-end, including traditional tax strategies, charitable planning, and Roth IRA conversions.

2022-11-17T15:54:00-05:00November 16, 2022|Categories: Tax: Business, Tax: Credits & Incentives, Tax: Individual|Tags: , , , |

Increase in Social Security Wage Base, Wage Caps and Benefit Amounts Announced for 2023

The Social Security Administration recently announced their annual inflation changes to the Social Security wage base, annual wage cap, and benefit amounts that will be effective January 1, 2023. These 2023 inflation increases are the largest percentage increases since 1981 and the fourth-largest increase ever for the Social Security program.

2022-11-11T16:22:26-05:00November 11, 2022|Categories: Tax: Business, Tax: Individual|Tags: , |

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.

2022-11-30T16:27:36-05:00November 11, 2022|Categories: Accounting, Audit & Assurance|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: |

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: |
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