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As you navigate this new business environment, leaders need the right guidance and direction to move forward. Tap into our customized tax, audit, accounting and business advisory solutions to help you recover from disruption and grow stronger. Contact a PBMares advisor today.

RECENT INSIGHTS:

Owner-Only Deferred Compensation Plans: Structuring tips so they are Allowable, Compliant, and Smart?

Janet Rosson2025-06-30T09:33:31-04:00June 26, 2025|

If your company has cost-reimbursable contracts, performs work under CAS-covered awards, or submits indirect rate proposals, you should understand the full scope of regulations that apply. Learn what you should consider.

Webinar | Avoiding Medicare Mistakes in Retirement

Carol Maurice2025-07-15T15:05:26-04:00June 25, 2025|

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

Key Differences Between House and Senate Tax Proposals

Janet Rosson2025-06-23T12:45:54-04:00June 23, 2025|

As of June 23, 2025, the Senate Finance Committee have released its version of the tax bill, aiming to match up with the House’s proposal that passed in May. Both versions extend major parts of the 2017 tax law and update certain business and individual tax breaks. But they take different approaches, and there are still some big differences to work through before anything becomes final. For taxpayers, it’s important to understand what each version includes in order to plan ahead, take advantage of new opportunities, and stay compliant.

Preparing for the CRE Maturity Wall

Janet Rosson2025-06-18T10:24:13-04:00June 23, 2025|

Commercial real estate is approaching the maturity wall, with more than $1.5 trillion in loans due between 2025 and 2026. Some have started to describe it as a wave, pointing to the way it is unfolding gradually across sectors and markets. For developers and investors, preparation and flexibility will be key over the months ahead.

Can you Defer Compensation? What Government Contractors Need to Know Before Paying Themselves Later

Janet Rosson2025-06-16T14:04:15-04:00June 18, 2025|

Deferred compensation is one of the most misunderstood areas in owner-run government contracting businesses. Even if the plan only covers one person (the owner), it may trigger a landmine of compliance requirements under IRS Section 409A, FAR 31.205-6, and ERISA. Learn more about what you need to know.