Webinar Recording | Top 10 Tax Strategies for 2022

Join PBMares on November 16 to discover the top 10 tax strategies businesses and individuals should consider before year-end, including traditional tax strategies, charitable planning, and Roth IRA conversions.

2022-11-17T15:54:00-05:00November 16, 2022|Categories: Tax: Business, Tax: Credits & Incentives, Tax: Individual|Tags: , , , |

New Life for Opportunity Zones?

Opportunity Zones could be getting an extension with several additional changes. Real estate investors, even those who perhaps didn’t qualify before, will want to take a second look at the second Act for Opportunity Zones.

2022-10-04T13:19:51-04:00October 4, 2022|Categories: Construction and Real Estate, Tax: Business, Tax: Credits & Incentives|Tags: , |

Webinar Recording | Inflation Reduction Act Tax Law Changes

The Inflation Reduction Act was signed into law on August 16. This webinar will guide you through the significant tax law changes and how they may impact you.

2022-08-30T17:40:15-04:00August 30, 2022|Categories: Past Events, Tax: Business, Tax: Credits & Incentives|

Neighborhood Assistance Program FAQs

Individuals, businesses, and other entities can claim valuable tax credits through Virginia’s Neighborhood Assistance Program (NAP) to lower their state tax liability and make an impact on their local community. For organizations, the application window closes on July 1.

2022-08-04T13:23:07-04:00June 1, 2022|Categories: Not-for-Profit, Tax: Business, Tax: Credits & Incentives, Tax: Individual|Tags: |

Tax Benefits of Opportunity Zone Funds

The proposed plan to increase long-term capital gains tax rates has motivated investors to seek opportunities to defer and reduce capital gains taxes. Opportunity Zone Funds have been increasing in popularity because of their ability to defer and reduce capital gains. Watch now to learn more about Opportunity Zone Funds.

2022-01-03T13:45:53-05:00November 18, 2021|Categories: Tax: Credits & Incentives|Tags: , , |

Webinar Recording | Top 10 Tax Strategies for 2021

Join PBMares on November 3 to discover the top 10 tax strategies businesses should consider before year-end, including traditional tax strategies, remaining COVID-19 incentives, and opportunities expiring at year-end.

Nine Research and Development Tax Credit Myths Costing You Money

Misconceptions about the federal research and development tax credit leave many companies paying more tax than required.

2021-04-22T15:13:04-04:00April 8, 2021|Categories: Tax: Business, Tax: Credits & Incentives|Tags: , |

Recent Tax Court Case Details Substantial Rights Related to R&D Credit

The case explains the IRS’ view of the requirements to establish substantial rights for work performed under contract for the R&D credit.

2021-03-08T10:25:59-05:00February 10, 2021|Categories: Tax: Credits & Incentives|Tags: , , |

IRS Extends Timeline to Invest in Qualified Opportunity Funds

Source: RSM US LLP.  PBMares is a member of RSM US Alliance. Notice 2020-23 automatically extends the timeline for investing in a Qualified Opportunity Fund (QOF) in light of the COVID-19 public health emergency.

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