Who Owns Fraud Risk? The Pressing Need to Fill Governance Gaps and Keep Criminals Out

Learn more about the importance of identifying whose responsible for preventing fraud risk and how to fill governance gaps to prevent fraud.

2025-07-14T14:26:51-04:00July 14, 2025|Categories: Fraud/Forensics, Risk Advisory|Tags: |

Key Tax Changes in the One Big Beautiful Bill

What’s in the One Big Beautiful Bill? Signed into law on July 4, 2025, this sweeping legislation includes more than 100 tax provisions. It builds on the Tax Cuts and Jobs Act (TCJA), modifying and in some cases permanently extending key provisions. The bill aims to update the tax code, stimulate business investment, and introduce new benefits for individual taxpayers. It also accelerates the phaseout of several clean energy incentives.

2025-07-11T10:50:10-04:00July 11, 2025|Categories: Tax Alert, Tax: Business, Tax: Individual|Tags: |

Mid-Year Construction Update: Market Dynamics and Key Sector Performances

At midyear, the construction market is a mix of strength and uncertainty. While sectors like data centers are seeing strong demand, policy shifts, cost pressures, and labor shortages are affecting project planning across the board. Contractors are staying focused on adaptability and long-term strategy as they respond to changing conditions.

2025-07-01T13:39:53-04:00July 1, 2025|Categories: Construction and Real Estate, Tax: Business|Tags: , |

Why Life Insurance Matters for Real Estate Investors

Being an investor in real estate requires a great deal of skill, including identifying potential investment opportunities, planning for capital investment, and maintaining properties over time. For high-net-worth investors whose estate values exceed the lifetime exclusion amount, this can lead to substantial exposure. Learn what unique financial challenges and opportunities investors should consider for wealth management and estate planning strategies.

2025-06-30T15:37:18-04:00June 30, 2025|Categories: Construction and Real Estate, Estate and Trust, Retirement, Wealth Management|Tags: , |

Webinar | Avoiding Medicare Mistakes in Retirement

This presentation will demonstrate the importance of integrating Medicare strategy into your retirement plan. Join PBMares Senior Wealth Advisor, Daniel Yoo, and Margo Steinlage Kreider, J.D., of Steinlage Insurance Agency.

2025-06-25T15:28:36-04:00June 25, 2025|Categories: Retirement, Wealth Management, Webinar|

Key Differences Between House and Senate Tax Proposals

As of June 23, 2025, the Senate Finance Committee have released its version of the tax bill, aiming to match up with the House’s proposal that passed in May. Both versions extend major parts of the 2017 tax law and update certain business and individual tax breaks. But they take different approaches, and there are still some big differences to work through before anything becomes final. For taxpayers, it’s important to understand what each version includes in order to plan ahead, take advantage of new opportunities, and stay compliant.

2025-06-23T12:45:54-04:00June 23, 2025|Categories: Tax: Business, Tax: Individual, Uncategorized|Tags: |

Can you Defer Compensation? What Government Contractors Need to Know Before Paying Themselves Later

Deferred compensation is one of the most misunderstood areas in owner-run government contracting businesses. Even if the plan only covers one person (the owner), it may trigger a landmine of compliance requirements under IRS Section 409A, FAR 31.205-6, and ERISA. Learn more about what you need to know.

2025-06-16T14:04:15-04:00June 18, 2025|Categories: Audit & Assurance, Consulting, Government Contracting - Leader, Tax: Business|

Key Internal Controls for State & Local Government

Strong internal controls are a key part of effective state and local government operations. They reduce the chance of errors, make it easier to catch problems early, and support accountability at every level. Taking time to understand these controls can lead to better oversight and stronger public trust.

2025-06-05T15:02:17-04:00June 5, 2025|Categories: Audit & Assurance, State and Local Government|Tags: , |

Retirement Planning: Shifting Your Mindset from Saver to Spender

Throughout the working years, many individuals focus on saving and planning for retirement. When that day finally arrives, the shift from saver to spender can feel uncomfortable. Planning early and often can provide peace of mind. Learn more.

2025-06-03T13:34:28-04:00May 20, 2025|Categories: Retirement, Wealth Management|Tags: |

House Ways and Means Committee Releases Draft Tax Bill

The House Ways and Means Committee has released a new draft tax bill that would extend several provisions from the Tax Cuts and Jobs Act (TCJA), many of which are set to expire in the coming years. The proposal includes new and expanded incentives for businesses, updates to individual tax rates and deductions, and a range of temporary relief measures scheduled to run through 2028.

2025-05-19T11:06:52-04:00May 19, 2025|Categories: Tax: Business, Tax: Individual|Tags: |
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