Moving You Forward
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:
PBMares Cares Grant Cycle Opens for Fall 2024
PBMares launched the fall grant cycle of its Corporate Social Responsibility Program, PBMares Cares, on September 1, 2024. The program funds nonprofits whose work aligns with the Firm’s giving mission. The deadline for submission is October 15, 2024.
Best Practices for Tracking Board Minutes for Nonprofit and For-Profit Organizations
The fundamental purpose of board minutes is similar across different types of organizations; however, there are nuances that differentiate how for-profit and nonprofit boards approach their creation and maintenance. Understand these differences and the best practices that can significantly enhance the organizational governance and integrity.
Understanding the Implications of TCJA Income Tax Provisions Set to Expire
Evaluate your individual income tax plan for effects of TCJA provisions expiring in 2026.
Treasury and IRS Achievements and Priorities for Exempt Organizations
IRS and Treasury made progress on exempt organization guidance projects identified in the 2023-2024 Priority Guidance Plan.
Mastering the 103(a)(3)(c) Audit: How Plan Sponsors Can Evaluate a Certified Statement
Understand as a plan sponsor, the intricacies of the 103(a)(3)(c) audit, which is essential for maintaining compliance and ensuring the financial integrity of your 401(k) plan.
Privacy and Confidentiality in SOC Examinations: Safeguarding Sensitive Information
Service organizations often handle vast amounts of sensitive information on behalf of their clients, ranging from financial data to personally identifiable information (PII). Learn how to safeguard sensitive information.
