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:
Part 4: Ownership Interest and Discounts
Learn how to navigate and better understand the entire valuation process to include two components that a business valuation expert will consider: ownership interest and related discounts.
Required Minimum Distributions (RMD) calculations for qualified retirement plans and IRAs are finally in alignment!
The two most common individual retirement vehicles are Qualified retirement plans and Individual Retirement Accounts (IRAs). Learn more about how Required Minimum Distributions for qualified plans and IRAs have aligned.
Navigating the CECL Landscape: A Guide for Non-Financial Entities – Part 1
Learn about, as a non-financial entity, how to navigate the Current Expected Credit Loss (CECL) model through our two part blog series.
IRS Opens ERC Voluntary Disclosure Program
If you're a business owner who mistakenly claimed the Employee Retention Credit, find out how the new IRS Voluntary Disclosure Program can help you rectify the situation. Discover the eligibility criteria, benefits, and application process in our informative video.
Commercial Real Estate Trends 2024
In 2024, commercial real estate trends signal transformation. Opportunities surface in multifamily apartments, industrial properties, and digital infrastructure, yet U.S. regulators warn of financial stability risks tied to rising vacancy rates, declining office property values, and potential economic slowdowns.
Uncovering Unclaimed Property: A Comprehensive Guide
Over $70 billion in unclaimed property is held by states across the U.S., affecting one in seven Americans, according to NAUPA. Individuals, businesses, and nonprofits can reclaim these assets, ranging from uncashed paychecks to dormant accounts, by searching the NAUPA website or state-specific unclaimed property databases.
