Prepare Your Business as the High Estate Tax Exemption Expires

If your estate could surpass the lifetime estate exemption, learn about new guidelines that might justify a lower and more favorable valuation for tax reporting purposes.

2024-01-09T16:52:58-05:00January 10, 2024|Categories: Business Valuation, Tax: Business|Tags: |

Part 1: Basics of the Business Valuation Process

The Business Valuation Team at PBMares has written a four-part series of articles to help readers navigate and better understand the valuation process. This first article explains the purpose of a business valuation (BV) and key BV concepts.

2023-12-22T14:25:27-05:00December 28, 2023|Categories: Business Valuation|Tags: |

Best Practices: Assess Investment Portfolio Risk and Return Using Benchmarks

In this article, we’ll discuss recommendations from the Government Finance Officers Association (GFOA) about best practices for measuring portfolio risk and return against market indexes and benchmarks.

2023-11-16T16:00:05-05:00November 16, 2023|Categories: Audit & Assurance, State and Local Government|Tags: |

Best Practices: Internal Controls for Grants

As our government clients work to safeguard grants and comply with Office of Management and Budget (OMB) requirements, strategic planning for internal controls is critical.

2023-09-26T13:40:25-04:00September 26, 2023|Categories: Audit & Assurance, State and Local Government|Tags: , |

Indirect Cost Allocation Best Practices: 6 Simple Questions

As our government clients strategically manage finances to meet the increasingly complex needs of the public, compliance with Office of Management and Budget (OMB) requirements is critical.

2023-09-13T16:47:45-04:00September 14, 2023|Categories: State and Local Government|Tags: , , |

SEFA Preparation Best Practices

As our government clients strive to optimize the way they manage finances, compliance with Office of Management and Budget (OMB) requirements is critical. When it comes to the Schedule of Expenditures of Federal Awards (SEFA), it’s important to implement procedures that ensure an accurate and complete SEFA.

2023-08-08T12:49:35-04:00August 10, 2023|Categories: State and Local Government|Tags: |

Grants Administration Best Practices: Maximize Benefits and Minimize Risk

Failure to comply with grants administration requirements is common but often unintentional. The source of the problem is typically a lack of communication or misunderstanding of compliance requirements. We’ve summarized the list of GFOA best practices for grants administration below.

2023-05-16T13:58:49-04:00May 11, 2023|Categories: State and Local Government|Tags: , |
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