AdvisoryWATCH podcast coverLaws 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.

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​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.

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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.

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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.

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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.

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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.

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“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!

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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.

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Streamlined Amnesty Program

April 5, 2024

With over three decades of experience in preparing tax returns for both U.S. citizens and non-citizen residents, Lynn Eller, International Tax Team Leader, discusses the Amnesty Program, which can offer relief to taxpayers filing late without penalties.

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PTET: Pass-Through Entity Taxation

March 25, 2024

Lori Roberts, Tax Director at PBMares, has a deep knowledge of state, local and federal taxation issues and how they relate to each other. Listen as Lori sorts through the multitude of considerations for the Pass-Through Entity Tax (PTET).

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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.