New Legacy IRA rules mean that charitable gift annuities are even more valuable as part of a larger tax strategy, especially for taxpayers who want to fulfill philanthropic goals and/or minimize Medicare premiums.
BoardRoom magazine awarded PBMares the “Excellence in Achievement” award in the Tax Consultant category.
The IRS delayed implementing new, lower reporting requirements for Form 1099-K in 2023 and announced a phased-in approach for 2024.
Learn more about how outsourcing accounting in various areas of the healthcare industry is providing a variety of benefits — from cost savings to improving the quality of care.
When considering finance and accounting outsourcing (FAO), a bit of research and planning in advance can help you make an informed decision and ensure the transition is as seamless as possible.
Learn how Virginia taxpayers can reduce their state tax liability through the Virginia Land Preservation Tax Credit program.
In this article, we’ll discuss recommendations from the Government Finance Officers Association (GFOA) about best practices for measuring portfolio risk and return against market indexes and benchmarks.
The IRS has delayed the new Roth catch-up contribution rule for high earners until 2026. This change provides a strategic window for retirement planning, especially as fewer than 20 percent of eligible employees still don’t utilize catch-up contributions.
As a government contractor, it is vital to possess a comprehensive understanding of the regulations governing 401(k) plans and the intricacies of nondiscrimination testing. While these retirement savings plans are commonly offered by employers, it is imperative to meet specific requirements to maintain their tax-deferred status.
Federal interest rates have increased 11 times since March 2022, continuing to add difficulty and complexity for construction and real estate. Proactive cash flow planning can help businesses manage risk in an uncertain market.
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