IRS Issues Employee Retention Credit Gross Receipt Exclusion Procedure

Rev. Proc. 2021-33 allows exclusion of PPP, restaurant revitalization and shuttered venue operator grants from ERTC gross receipts test.

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. 

2021-03-08T10:29:05-05:00January 28, 2021|Categories: Accounting, Employee Benefit Plans, Retirement|Tags: , , |

Employee Retention Credit: Do You Qualify?

Do you qualify for the Employee Retention Credit? Download our ERC flow chart to help determine whether or not you are eligible.

2021-05-07T08:57:54-04:00January 21, 2021|Categories: Accounting, PBMares COVID-19 Insights, Tax: Business, Tax: Individual, White Paper|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.

2021-03-08T10:23:36-05:00January 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: , , |
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