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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:

  • FinCEN Issues New Reporting Rules for Real Estate Transactions

FinCEN Issues New Reporting Rules for Real Estate Transactions

September 9, 2024|

FinCEN has issued a final rule, effective December 1, 2025, requiring certain real estate professionals to report non-financed residential property transactions involving legal entities or trusts to combat money laundering. The rule targets high-risk transactions used by illicit actors to obscure identities and launder money through the U.S. housing market.

  • Uncovering the Pitfalls: What Could Go Wrong with Fidelity Bonds?

Uncovering the Pitfalls: What Could Go Wrong with Fidelity Bonds?

September 5, 2024|

Fidelity bonds serve as a safeguard against losses caused by fraudulent or dishonest acts by individuals who handle 401(k) plan assets. Like any financial tool, there are potential pitfalls and challenges associated with fidelity bonds that could compromise your plan’s security. Learn more about what could go wrong and how you can proactively mitigate these risks.

  • Risk Advisory _ CMMC

How to Create a Comprehensive SSP and Calculate Your SPRS Score: Steps to Confident CMMC Compliance

September 3, 2024|

Navigating CMMC requirements can be daunting, especially when it comes to developing a comprehensive System Security Plan (SSP) and calculating your Supplier Performance Risk System (SPRS) score. Learn how you can confidently complete the necessary steps to compliance, including performing a self-assessment against the NIST SP 800-171r2 controls to develop a robust SSP and SPRS score.

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