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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:
Estate planning after the sale of a business interest
This article discusses estate planning and tax considerations after the sale of a business interest or other liquidity event, including common strategies to reduce estate tax and meet charitable giving goals.
Your Guide to Understanding Outsourced Finance and Accounting Services
It's becoming increasingly difficult to hire and retain qualified people to staff finance and accounting functions. Many of our clients ask what they can do to address today’s talent gap and keep their accounting function lean. One of the solutions our clients consistently want to discuss is FAO — finance and accounting outsourcing.
RetirePath for Virginia Construction Contractors: Benefits and Considerations
Whether through RetirePath, a new state-sponsored and mandated retirement plan, or offering another employer-sponsored plan, the question now for Virginia contractors isn’t whether to offer a retirement plan, but which one.
Selling Overseas: What Triggers a Foreign Tax Filing Requirement?
As selling overseas becomes easier and staff becomes more internationally mobile, understanding foreign tax filing requirements is critical. A good place to begin is by considering the permanent establishment threshold.
For boards, the best cybersecurity defense is a good offense
The regulation has been introduced to improve transparency in the markets for sustainable investment products while increasing transparency around sustainability claims made by FMPs
Nonprofit Advertising Rules: Periodicals, UBTI, and Membership Receipts
Two previous articles in this series went into detail about how nonprofits can incur taxable income from advertising or sponsorship sales, and how different the taxable impact can be depending on the relationship of certain costs to certain types of income. There is another important consideration of UBTI and advertising: allocable membership receipts.














