External Environmental Risks in Nonprofits: Navigating Economic, Political, and Natural Challenges

External environmental risks are inevitable, but with proactive planning and adaptability, nonprofits can continue to thrive despite economic downturns, political changes, or natural disasters. Learn how to mitigate these risks and remain resilient in the face of uncertainty.

2025-10-30T12:55:11-04:00November 6, 2024|Categories: Not-for-Profit, Risk Advisory|Tags: |

Understanding Operational Risk in Nonprofits: Key Challenges and How to Address Them

Learn about the unique set of operational risks that nonprofit organizations face and how they can significantly impact their ability to serve their communities and achieve their mission.

2025-03-12T15:48:09-04:00November 5, 2024|Categories: Not-for-Profit, Risk Advisory|Tags: , |

Top 5 Tax Considerations for Franchise Owners

Tax planning is a critical piece of managing a franchise; however, many franchise owners simply don’t have the time or background knowledge to adequately or strategically tackle the tax implications of owning a franchise. Learn about 5 of the most important and commonly overlooked tax considerations impacting franchisees and provide practical steps you can take to begin optimizing your tax situation.

2025-02-26T15:59:26-05:00October 22, 2024|Categories: Franchise, Tax: Business|Tags: |

Mitigating Governance and Leadership Risks in Nonprofits: Strengthening Foundations for Long-Term Success

In the nonprofit world, governance and leadership are the cornerstones of organizational success. Learn about some common governance and leadership risks that nonprofits must address to ensure long-term sustainability.

2024-10-17T14:35:23-04:00October 17, 2024|Categories: Not-for-Profit, Risk Advisory|Tags: , |

SECURE 2.0 Act – Increased Involuntary Cash-Out Limit to $7,000

Learn about the SECURE 2.0 involuntary cash out limit increase. Effective for distributions after December 31, 2023, SECURE 2.0 allows the plan sponsor to increase the cash-out limit to $7,000 from the previous limit of $5,000.

2025-02-26T15:53:07-05:00October 16, 2024|Categories: Retirement|Tags: |

Understanding Financial Risk in Nonprofits: Navigating Challenges for Long-Term Sustainability

Financial risks are an unavoidable reality for nonprofit organizations, but with strategic planning and a proactive approach, these risks can be managed effectively. Learn how your organization can address these risks head-on to achieve long-term sustainability and make an even greater impact.

2025-03-14T08:38:29-04:00October 15, 2024|Categories: Not-for-Profit, Risk Advisory|Tags: , |

Hurricane Helene: Deadline Extensions, Penalty Relief, and Insights from the PBMares Tax Team

The IRS took action quickly after Hurricane Helene traveled 400+ miles, claiming lives and wreaking havoc in the Southeast. Learn about the important information regarding deadline extension and penalty relief.

2025-03-14T08:42:24-04:00October 8, 2024|Categories: Tax Alert, Tax: Individual, Tax: State & Local|Tags: |

A Case Study: Client Boosts Customer Satisfaction & Revitalizes their Financial Reporting Process by Outsourcing the Accounting Function

Discover how a company transformed its unreliable financial processes through outsourced accounting, improving customer satisfaction and creating actionable reports.

2025-12-01T16:52:13-05:00October 3, 2024|Categories: Business Advisory, Case Study, Cloud Accounting, Consulting|Tags: |
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