Laws change. Best practices evolve. New ideas come to fruition.
PBMares’ regular podcast, AdvisoryWATCH, provides guidance for growth with timely, thought-provoking interviews with the firm’s industry experts.
In each episode, Andrea Sardone, Chief Growth Officer at PBMares, will interview the Firm’s subject matter experts to address business leaders’ needs in Tax, Audit & Assurance, and Consulting.
Defense Contract Audit
June 28, 2024
The Defense Contract Audit Agency is well known among government contractors and suppliers to the Department of Defense. Yet while many have heard of it, very few understand how it works. Neena Shukla, Partner and Government Contracting Team Leader, demystifies the DCAA audit and turns it from a foreboding encounter into a constructive partnership.
Deductions for Real Estate Professionals
May 31, 2024
When expenses exceed income, it’s considered a loss, and the IRS allows you to reduce your tax burden by deducting the loss. Jennifer French, Senior Tax Partner and Construction and Real Estate practice leader reveals how this may not be as straightforward for real estate professionals.
Business Process Optimization
May 24, 2024
Bronach Branan is Senior Manager at PBMares. She leads the firm’s Internal Audit and Assurance Operational Excellence team as part of our new Risk Advisory services. In this podcast, she discusses her area of expertise: Business Process Optimization.
Franchises
May 17, 2024
Charles Dean Smith, Jr. is a senior tax partner who is also a small business owner. He understands firsthand what it’s like wearing many hats and assists his clients throughout the entire life cycle of their business from how to make payroll in the early years to investing extra cash for retirement and expanding locations. Listen as he discusses the intricacies of managing a franchise.
Risk Advisory
May 10, 2024
William “JJ” Edmunds is a licensed CPA and Partner providing Audit and Assurance services to the firm’s financial institution clients, who have assets ranging from $10 million to $7 billion. As Co-Leader of the firm’s Risk Advisory Services Practice, he describes the need to join the Firm’s cybersecurity and business process optimization teams to help businesses and organizations identify, evaluate, and mitigate risk.
Risk Advisory & Cybersecurity
May 3, 2024
Antonina McAvoy, Partner and Co-Leader of the firm’s Risk Advisory Services Practice, specializes in cybersecurity, data protection, privacy, and compliance frameworks. Listen as she dissects what risk means to businesses and organizations and how you can turn risk from a foe to a force for growth.
Military Tax Filings
April 26, 2024
Lynn Eller, International Tax Team Leader, holds an Advanced Professional Certificate in International Taxation designated by the International Bureau of Fiscal Documentation, furthering her expertise in international tax from a domestic and worldwide perspective. In this episode, Lynn helps us understand tax considerations for private military contractors working abroad.
“Greatest of All Time” Internal Revenue Code Sections
April 19, 2024
In this episode, PBMares Partner, Sean O’Connell, has condensed the Tax Code Sections he deems the “Greatest of All Time”. What’s particularly intriguing is that all of these G.O.A.T. Code sections are presently active and could yield financial benefits!
R&D Tax Credits
April 12, 2024
In this episode, we will talk about a hidden gem called research and development (R&D) tax credits, an incentive the government provides to encourage businesses to invest in innovative activities. Listen as Dan Chenoweth, Senior Tax Partner at PBMares, offers his insights on this topic.
Tax Relief for American Families and Workers
March 18, 2024
The recently proposed Tax Relief for American Families and Workers Act of 2024 is a fresh piece of legislation. While the exact contents of the final bill remain uncertain, what elements within it are generating excitement among many? Charles Dean Smith, Jr., CPA explains.