Implementation of Fiduciary Rule Regulations Delayed

The Department of Labor (DOL) spent years creating their 2016 Fiduciary Duty Rule final regulation to define a fiduciary of covered retirement plans. The purpose [...]

2020-01-28T16:25:27-05:00February 8, 2017|Categories: Retirement, Small Business, Tax: Business, Tax: Individual, Wealth Management|

Increasing the Standard Deduction Will Decrease Charitable Giving

For tax year 2014, there were 43,965,083 individual tax returns filed that itemized deductions on Schedule A.  The total amount of itemized deductions in 2014 [...]

2020-10-05T10:49:50-04:00February 1, 2017|Categories: Not-for-Profit, Tax: Individual, Wealth Management|Tags: , , |

New Year’s Resolution: Create a Financial Plan

Does it feel like just a few weeks ago that we ushered in 2016?  It seems that every year goes by more quickly than the [...]

The New DOL Fiduciary Rule – What Plan Sponsors Need to Know!

The U.S. Department of Labor (DOL) published its long awaited and highly controversial final rule on April 6, 2016, which addresses when a person is considered a fiduciary under the Employee Retirement Income Security Act of 1974 (ERISA), when providing investment advice to a Plan, its participants and beneficiaries.

Company Retirement Plans Made Easier – Ask Anna

Question:  My Company had a good year and my accountant says I could use some more deductions on my tax return.  Can I contribute extra to my [...]

10 Habits to Keep Your Medical Practice in Good Financial Shape

Everyday you give patients advice on how to stay in shape, how to avoid chronic diseases and how to recover from an unexpected health crisis. [...]

Top 10 Tax Opportunities for Virginia Businesses

Sean O’Connell, a PBMares Tax Service Line Leader, is presenting “Top 10 Tax Opportunities for Virginia Businesses” at the Virginia Society of CPAs Business and [...]

Kids in College – Don’t Miss These Tax Breaks

Kid in College? Don’t miss out on tax breaks! Parents of college students, and students themselves, may be eligible for some never used before education-related [...]

2019-07-24T18:29:32-04:00March 15, 2016|Categories: Tax: Individual, Wealth Management|Tags: , , , |