Whitepaper | IRS Dirty Dozen Top Tax Scams To Avoid

Each year, the Internal Revenue Service publishes its annual Dirty Dozen list of tax scams highlighting various schemes that put taxpayers and their financial well-being at risk. In this video, we'll provide an overview of five of the top scams on the list.

2024-03-18T11:45:07-04:00April 10, 2023|Categories: Tax: Business, Tax: Individual, Whitepaper|

Changes to the Electric Vehicle Credit

Learn about changes to the Clean Vehicle Credit which makes it more complicated to qualify for the full tax credit, including manufacturer requirements, the impact of income thresholds and the effort to promote US manufacturing.

2023-03-22T12:27:00-04:00March 15, 2023|Categories: Tax: Individual|Tags: , , |

New IRS Guidance on the Taxability of Special State Tax Payments Paid in 2022

The Internal Revenue Service recently issued guidance clarifying the federal taxability of special one-time tax rebates and refunds issued by 21 states in 2022, including South Carolina and Virginia.

2023-02-20T09:14:22-05:00February 20, 2023|Categories: Tax: Individual|Tags: , |

RMD and Estimated Tax Payments: Considerations and Tax Strategies

Many taxpayers may not realize that taxes are not automatically withheld from RMDs. There are tax strategies to manage estimated tax payments, but the deadline of Dec. 31 is quickly approaching.

2025-03-27T12:02:41-04:00December 13, 2022|Categories: Tax: Individual, Wealth Management|Tags: |

This Could Be a Good Time to Convert to a Roth IRA

If you're like many who are saving for retirement, the value of your retirement accounts has dropped considerably during 2022. It may be time to consider converting to a Roth IRA.

2022-11-17T16:34:02-05:00November 17, 2022|Categories: Retirement, Tax: Business, Tax: Individual|Tags: |

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.

2025-07-03T09:41:33-04:00November 16, 2022|Categories: Past Events, Tax: Business, Tax: Credits & Incentives, Tax: Individual|Tags: , , |

Increase in Social Security Wage Base, Wage Caps and Benefit Amounts Announced for 2023

The Social Security Administration recently announced their annual inflation changes to the Social Security wage base, annual wage cap, and benefit amounts that will be effective January 1, 2023. These 2023 inflation increases are the largest percentage increases since 1981 and the fourth-largest increase ever for the Social Security program.

2022-11-11T16:22:26-05:00November 11, 2022|Categories: Tax: Business, Tax: Individual|Tags: , |

IRS Announces Significant Annual Inflation Adjustments for over 60 Tax Provisions for 2023

The IRS announced its annual inflation adjustments on October 18 in Revenue Procedure 2022-38.  As expected due to soaring inflation over the past year, the tax adjustments are significant this year with most adjustments increasing around 6 to 7 percent.   

2022-10-26T09:15:08-04:00October 25, 2022|Categories: Tax: Individual|Tags: , |
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