Webinar: OBBBA’s Impact on M&A

Recent tax reforms have created significant shifts for businesses, particularly those considering a sale or acquisition. This webinar will share the most critical changes in this new environment.

2025-09-12T15:42:27-04:00September 12, 2025|Categories: Business Valuation, Closely-held Businesses, Tax: Business, Webinar|Tags: , , |

Webinar Recording: OBBBA’s Impact on Not-for-Profits

Gain a deeper understanding of how the OBBBA is influencing the nonprofit sector. This webinar will provide an overview of key tax changes, including corporate giving floors, excise taxes on executive compensation as well as opportunities to reduce compliance costs.

2025-09-12T14:57:29-04:00August 22, 2025|Categories: Not-for-Profit, Webinar|Tags: , , , , |

Webinar Recording: OBBBA’s Impact on Construction and Real Estate

This webinar provides an overview of recent tax changes, including updates to overtime rules, 1099 reporting thresholds, and meals and entertainment deductions. We’ll also discuss capital gains, SALT caps, and business interest expense limitations, highlighting their potential impact on businesses.

Webinar Recording: OBBBA’s Impact on SALT and PTET

This webinar delves into the complexities of recent tax reforms and their strategic implications, focusing on State and Local Tax (SALT) and the Pass-Through Entity Tax (PTET), providing analysis and guidance.

2025-09-12T14:58:58-04:00August 21, 2025|Categories: Tax: State & Local, Webinar|Tags: , , , |

Webinar Recording: OBBBA’s Impact on Government Contracting & Cybersecurity

Gain insights to help small and mid-sized government contractors prepare for new federal funding opportunities by strengthening financial, tax, and cybersecurity readiness, ensuring they can compete, comply, and thrive under current and emerging government requirements.

Webinar Recording | OBBBA: Decoding Tax Reform and Strategic Impacts

This webinar uncovers the major changes introduced by the One Big Beautiful Bill Act (OBBBA). Gain essential insights into the legislation’s impact on businesses and taxpayers, with guidance on navigating critical tax updates and maximizing strategic opportunities.

2025-08-20T17:21:43-04:00July 31, 2025|Categories: Tax: Business, Tax: Individual, Webinar|Tags: , , , |

Webinar Recording | Avoiding Medicare Mistakes in Retirement

This presentation will demonstrate the importance of integrating Medicare strategy into your retirement plan. PBMares Senior Wealth Advisor, Daniel Yoo talks with Margo Steinlage Kreider, J.D., of Steinlage Insurance Agency.

2025-09-06T17:53:21-04:00June 25, 2025|Categories: Retirement, Wealth Management, Webinar|Tags: |

Webinar Recording | M&A Trends in 2025: Key Factors That Can Impact Your Business Exit

Are you a business owner considering an exit in the near future? It’s important to understand how to navigate the ever-changing M&A landscape. This webinar will cover insights and strategies that can maximize value and ensure a smooth transition.

2025-03-07T08:23:55-05:00February 7, 2025|Categories: Events, Tax: Business, Transaction Advisory, Webinar|Tags: , , , |
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