NIL Financial Planning for Student-Athletes
While NIL presents an exciting opportunity for student-athletes, it also presents a new set of complex considerations and financial responsibilities. Here are some key factors to consider.
Podcast | PTET: Pass-Through Entity Taxation
Lori Roberts, PBMares Tax Director, discusses Pass-Through Entity Tax (PTET) in our latest podcast.
Securing the Fort: Expert Strategies for Government Contractors Facing DCSA Audits
Learn more about risk advisory services that are designed to prepare government contractors for the unpredictable rhythms of DCSA audits.
Fiscal Year 2025 Budget Proposal Contains Items Affecting Exempt Organizations
The Biden administration's budget proposal includes items affecting donor advised funds and private foundations.
How Finance & Accounting Outsourcing (FAO) Services Are Creating Forward Momentum for the Hospitality Industry
Finance and accounting outsourcing services are extremely beneficial within the hospitality industry. Learn more about how these benefits can help provide business growth to your organization.
AI’s True Value in Banking
For banks, artificial intelligence holds significant opportunity in two areas: sales and marketing, and risk management.
Podcast | Tax Relief for American Families and Workers
In this podcast, we discuss a new piece of legislation, the Tax Relief for American Families and Workers Act of 2024. We do not know what will be in the final bill or if we will even have one. But what is in the bill that has many excited?
Part 4: Ownership Interest and Discounts
Learn how to navigate and better understand the entire valuation process to include two components that a business valuation expert will consider: ownership interest and related discounts.
Required Minimum Distributions (RMD) calculations for qualified retirement plans and IRAs are finally in alignment!
The two most common individual retirement vehicles are Qualified retirement plans and Individual Retirement Accounts (IRAs). Learn more about how Required Minimum Distributions for qualified plans and IRAs have aligned.
Understanding Root Causes of Material Weaknesses in Internal Controls
Companies are experiencing an increase in material weaknesses, and understanding potential root causes can identify corrective actions.