Mid-Year Construction Update: Market Dynamics and Key Sector Performances

At midyear, the construction market is a mix of strength and uncertainty. While sectors like data centers are seeing strong demand, policy shifts, cost pressures, and labor shortages are affecting project planning across the board. Contractors are staying focused on adaptability and long-term strategy as they respond to changing conditions.

2025-08-13T14:54:58-04:00July 1, 2025|Categories: Construction and Real Estate, Tax: Business|Tags: , |

Why Life Insurance Matters for Real Estate Investors

Being an investor in real estate requires a great deal of skill, including identifying potential investment opportunities, planning for capital investment, and maintaining properties over time. For high-net-worth investors whose estate values exceed the lifetime exclusion amount, this can lead to substantial exposure. Learn what unique financial challenges and opportunities investors should consider for wealth management and estate planning strategies.

2025-08-13T14:35:52-04:00June 30, 2025|Categories: Construction and Real Estate, Estate and Trust, Retirement, Wealth Management|Tags: , |

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

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.

2025-08-13T14:52:16-04:00June 26, 2025|Categories: Government Contracting|Tags: |

Webinar Recording | Avoiding Medicare Mistakes in Retirement

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

2025-09-06T17:53:21-04:00June 25, 2025|Categories: Retirement, Wealth Management, Webinar|Tags: |

Key Differences Between House and Senate Tax Proposals

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.

2025-06-23T12:45:54-04:00June 23, 2025|Categories: Tax: Business, Tax: Individual, Uncategorized|Tags: |

Preparing for the CRE Maturity Wall

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.

2025-06-18T10:24:13-04:00June 23, 2025|Categories: Construction and Real Estate|Tags: |

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

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.

2025-08-13T14:39:16-04:00June 18, 2025|Categories: Audit & Assurance, Consulting, Government Contracting - Leader, Tax: Business|

Is Now the Time? Investing in a Franchise During Economic Uncertainty

Franchising is showing surprising strength in an otherwise uncertain economy. While many industries are slowing down, franchise businesses continue to grow across sectors and regions. With that momentum, many prospective business owners are asking whether now is the right time to invest in this established model.

2025-06-12T14:33:31-04:00June 13, 2025|Categories: Franchise|Tags: |

Scale Up or Start Up with Seller Financing: Key Considerations for Franchise Business Owners

Learn about how seller financing helps franchise owners bridge the gap between traditional financing and other deal types. Deal structure can vary, and thorough due diligence should still be conducted to vet potential buyers.

2025-10-21T11:43:34-04:00June 9, 2025|Categories: Franchise|Tags: |
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