Podcast | “Greatest of All Time” Internal Revenue Code Sections

In this podcast, PBMares Partner, Sean O'Connell, summarizes IRS Code Sections that could include financial savings for individuals and businesses.

2024-04-19T11:31:55-04:00April 19, 2024|Categories: Podcast, Tax: Business, Tax: Individual|Tags: |

Webinar Recording | “Greatest of All-Time” Internal Revenue Code Sections

After 38 years serving hundreds of U.S. taxpayers, Tax Partner Sean O’Connell shares his “Greatest of All Time” top 10 list of Internal Revenue Code Sections – all of which are still in effect.

2024-04-18T16:20:04-04:00December 13, 2023|Categories: Tax: Business, Tax: Exempt Organizations, Tax: Individual|Tags: , |

“Greatest of All-Time” Internal Revenue Code Sections

After 38 years serving hundreds of U.S. taxpayers, Tax Partner Sean O’Connell shares his “Greatest of All Time” top 10 list of Internal Revenue Code Sections – all of which are still in effect.

2023-12-01T08:08:58-05:00November 1, 2023|Categories: Tax: Business, Tax: Exempt Organizations, Tax: Individual|Tags: |

Virginia Businesses Employing More Than 25 Employees Now Have Three Options

On July 1, 2023, more than 8,000 Virginia employers will receive a notice about RetirePath, a state-sponsored retirement program. Employers will need to register by February 2024, offer their own plan, or pay a per-employee fine.

2023-06-27T13:56:06-04:00June 22, 2023|Categories: Business Advisory, Retirement, Tax: Business|Tags: |

This Could Be a Good Time to Convert to a Roth IRA

If you're like many who are saving for retirement, the value of your retirement accounts has dropped considerably during 2022. It may be time to consider converting to a Roth IRA.

2022-11-17T16:34:02-05:00November 17, 2022|Categories: Retirement, Tax: Business, Tax: Individual|Tags: , |

Webinar Recording | Top 10 Tax Strategies for 2022

Join PBMares on November 16 to discover the top 10 tax strategies businesses and individuals should consider before year-end, including traditional tax strategies, charitable planning, and Roth IRA conversions.

The Inflation Reduction Act Makes Few Alterations to the Tax Strategies of PBMares’ Clients

Today, The Inflation Reduction Act of 2022 was enacted. Through its sweeping law changes on health care, climate, and taxes, the Act presents a few new opportunities for beneficial tax strategies. In general, the Act results in few tax increases to PBMares clients.

2022-08-19T12:56:01-04:00August 16, 2022|Categories: Tax: Business, Tax: Individual|Tags: , |

New Rules for Inherited IRAs

For many years, beneficiaries of inherited IRAs were permitted to withdraw the balances over their life expectancies. Then, the SECURE Act largely eliminated this tax deferral opportunity. Its effective date of December 31, 2019 could be called “The Day the Stretch IRA Died”.

2022-03-28T15:00:17-04:00March 28, 2022|Categories: Tax: Individual|Tags: , , |

Webinar Recording: Five Tax-Efficient Ways to Sell Your Business

If you are currently selling or considering the sale of your business, learn how to minimize transactional tax liabilities through effective tax structuring. This webinar will outline the various options to consider when creating a smart tax structure for the sale of your business.

2023-08-16T07:38:26-04:00September 10, 2021|Categories: Events, Tax: Business|Tags: , |
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