Webinar | Taking Stock in Elections: Unveiling the Stock Market’s Political Dance

You are invited to join an exclusive live broadcast offering a look at the 2024 election season and how politics can affect the investment world.

2024-02-09T12:36:34-05:00February 8, 2024|Categories: Wealth Management, Webinar|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.

2023-12-19T11:49:19-05:00December 13, 2023|Categories: Tax: Business, Tax: Exempt Organizations, Tax: Individual|Tags: , |

Webinar Recording | Pass-Through Entity Tax: A New Frontier in State Taxation

Watch the recording from our December 7th webinar for insights on the Pass-Through Entity Tax (PTET), an optional state income tax that Pass-Through Entity taxpayers may elect to use.

2024-01-02T13:04:15-05:00November 28, 2022|Categories: Past Events, Tax: Business, Tax: State & Local|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.

Webinar Recording | Implementing the Lease Standard, ASC 842

This webinar recording from November 30 provides an overview of the lease accounting standard and a demo of our software solution designed to ease the burden of implementation for your organization. We will also address some of the common pitfalls, business implications, possible financial benefits, and more.

2023-01-13T13:35:40-05:00November 11, 2022|Categories: Accounting, Audit & Assurance, Past Events|Tags: , |

Implementing ASC 842 New Accounting for Leases: What Labor Unions Need to Know

Whether we like it or not Accounting Standards Codification (ASC) 842 is here.  Labor unions have a lot on their plates and a new accounting standard on leases may not be at the top of the priority list. However, the time is now to implement if you haven’t done so already.

2023-01-13T14:58:26-05:00October 17, 2022|Categories: Labor Unions|Tags: , |

Webinar Recording | Family Love Letter October 6, 2022

Estate planning is an integral part of our financial lives, but it’s just as important to plan for the legacy we wish to leave [...]

2023-01-13T13:26:42-05:00September 22, 2022|Categories: Estate and Trust, Events, Past Events, Wealth Management|Tags: , , |

Webinar Recording | Inflation Reduction Act Tax Law Changes

The Inflation Reduction Act was signed into law on August 16. This webinar will guide you through the significant tax law changes and how they may impact you.

2023-01-13T13:27:40-05:00August 30, 2022|Categories: Past Events, Tax: Business, Tax: Credits & Incentives|Tags: |

Webinar Recording | Charitable Planning and Tax Strategies for 2022

Our Charitable Planning and Tax Strategies webinar shows insights on how smart donors can maximize their impact while minimizing their tax burden.

2023-01-13T13:43:11-05:00June 22, 2022|Categories: Past Events, Tax: Individual, Wealth Management|Tags: , , |

Webinar: Cyber Resilience in Times of Conflict

Threat actors have been very transparent about focusing their efforts on businesses with fewer resources. Join our panel discussion on Cyber Resilience to better position your organization to handle a cyberattack.

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