IRS Issues Guidance on 401(k) and 403(b) Plans

IRS guidance on the 15% maximum on automatic contributions, 401(k) and 403(b) plan safe harbor requirements and plan loan offset rollovers. Source: RSM US LLP. 

2021-01-28T12:20:50-05:00January 28, 2021|Categories: Accounting, Employee Benefit Plans, Retirement|Tags: , , |

Home Office Deduction Primer

With the tax filing season just around the corner, I repeatedly hear the question, “can I deduct my home office?” The answer varies as the IRS has a more restrictive definition of the home office than those heard in ordinary conversation.

2021-01-07T11:12:18-05:00January 7, 2021|Categories: Accounting, PBMares COVID-19 Insights, Tax: Business, Tax: Individual|Tags: , |

Remote Work is Chance for Family Offices to Upgrade Technology Systems

The shift toward remote work is an opportunity for family offices to upgrade technological systems by adopting outsourcing and automation.

2020-10-28T14:51:45-04:00October 22, 2020|Categories: Accounting, Cloud Accounting|Tags: , , |

Cloud Computing Security Risk Management Update

The emergence of cloud computing has opened the door for financial institutions to take advantage of the many benefits offered by emerging technology.

Go to Top