Case Study: Client Seeks a More Efficient Invoicing Process & Gets Exactly That… Plus Elevated Data Insights to Grow Their Business
Learn more about outsourcing all or part of your accounting or finance function.
SECURE 2.0 Act – Employer Matches of Qualified Student Loan Payments (QSLPs)
Section 110 of the SECURE 2.0 Act allows plan sponsors to treat student loan payments as elective deferrals to match contributions effective for plan years beginning after December 31, 2023. Plan sponsors considering allowing employer match contributions of qualified student loan payments (QSLPs) might have postponed their decision until further guidance was provided. On August 19, 2024, the IRS issued interim guidance that will assist plan sponsors in determining whether to adopt the provisions.
Franchise 101: Taking the First Step
Explore this practical guidance for those thinking about taking the first step toward owning a franchise.
The Critical Importance of a Properly Conducted SOC Examination by an Independent CPA: A Specialist’s Perspective
SOC examinations are a critical component of a service organization’s risk management strategy. Learn about how their value is entirely dependent on the quality of the examination process.
Navigating the Uncertain Future of the Estate/Gift and GST Exemptions
2024 election outlook and its potential impact on lifetime estate/gift and GST exemptions
Podcast | Executive Benefits for Nonprofits
Jonny Rosch, Partner and CPA from PBMares, explores how executive benefits can be a powerful retention strategy for nonprofit organizations.
The Foundation of Trust in Client Relationships: A CPA’s Most Valuable Asset
Understand why a strong foundation of trust in client relationships is a CPAs most valuable asset.
Why Small and Middle-market MNEs Should Care About Transfer Pricing
Cross-border transactions between related parties have become one of the more controversial issues in international taxation. Learn why an understanding of transfer pricing and the related compliance requirements is essential for all sizes of multinational companies.
Four Smart Alternatives to Starting a Nonprofit
Starting a nonprofit isn’t the only way to make an impact. Four effective alternatives include partnering with an existing organization, using fiscal sponsorship, creating a donor-advised fund (DAF), and establishing a social enterprise. Each option offers unique benefits and provides greater flexibility in achieving philanthropic goals.
How Nonprofits Can Navigate Digital Transformation
Nonprofits that learn how to navigate digital transformation are better positioned to thrive. But the unique constraints on nonprofits necessitate a different approach to digital transformation.