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:
Donor-advised funds: A critical vehicle for fundraising
Learn how donor-advised funds have become a critical vehicle for fundraising, with projected assets of over $1 trillion by 2029.
Webinar Recording | “Greatest of All-Time” Internal Revenue Code Sections
PBMares shares thoughts on the “Greatest of All Time” top 10 list of Internal Revenue Code Sections – all of which are still in effect.
Tax Considerations for Foreign Residential Rentals
Owning property in a foreign country and renting it out will have its own responsibilities. Here’s a guide on some things to consider for income tax filings.
Strengthening cyber resilience: Strategies to address new SEC mandates
The Security Exchange Commission (SEC) requires public companies to implement strategies to ensure timely and effective disclosure of security breaches.
Charitable Giving With the New Legacy IRA
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.
IRS will use AI to help target partnerships and high net worth individuals
The IRS announced a sweeping enforcement effort that will engage AI to focus on large partnerships and wealthy individuals.
