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:
The critical role of SAM registration for federal contractors
Federal contractors must ensure they keep their SAM registration up to date. If a contractor's SAM profile expires, the government is no longer authorized to work with that contractor.
Life Insurance Policies: Issues to Consider
Life insurance is key to comprehensive financial planning, whether it serves a traditional risk management function or is used for business succession, estate planning, or income replacement. This checklist addresses crucial factors for selecting an appropriate policy.
Deadlines for Claiming the Employee Retention Credit (and It’s Not July 31, 2023)
The deadline for claiming the Employee Retention Credit (ERC) is getting closer. If you are an eligible business or nonprofit organization, you still have time to determine your eligibility and file your claim. That time, however, will run out soon with strict filing deadlines coming up in 2024 and 2025.
Overview of the New Renewable Energy Tax Credit under Section 48
The Inflation Reduction Act modified or introduced several energy efficient tax incentives, like the newly created Section 48(e) renewable energy investment tax credit. The base amount can be increased by several optional bonus credits.
Does Your Nonprofit Qualify for Retroactive Employee Retention Tax Credits?
Nonprofit organizations can still qualify for the employee retention tax credit from 2020 and 2021 if they meet certain eligibility rules.
Cyberthreats and the rise of SOC 2
According to the 2023 RSM US Middle Market Business Index Cybersecurity Special Report, companies today face more frequent and sophisticated cybersecurity threats than ever before.






