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October 15, 2021

Employee Spotlight: Jennifer Carlyle

Employee Spotlight: Jennifer Carlyle This month PBO Advisory Group turns our employee spotlight on Jennifer Carlyle, a fractional controller on our team. Jennifer operates as the..

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October 11, 2021

Small Business Year-End Planning Should Start NOW!

Small Business Year-End Planning Should Start NOW! October means falling leaves, sweater weather and year-end financial and tax planning! While the end of the year may..

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September 30, 2021

Is Getting a Tax Credit Music to Your Ears?

Is Getting a Tax Credit Music to Your Ears? The Association of California Symphony Orchestras recently invited PBO Advisory’s Lorin Port to lead a webinar for..

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September 23, 2021

Business Life Cycle Services: Formation to Acquisition…and Formation Again!

Business Life Cycle Services: Formation to Acquisition…and Formation Again! A hallmark of PBO Advisory Group is our longevity with clients. We form long-term relationships that allow..

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September 16, 2021

Have You Taken Advantage of Employer Tax Credits for Paid COVID-19 Leave?

Have You Taken Advantage of Employer Tax Credits for Paid COVID-19 Leave? Various federal relief programs passed since the onset of the pandemic provide employer tax..

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September 9, 2021

Philanthropic Spotlight – La Jolla Music Society

Philanthropic Spotlight – La Jolla Music Society Our friends at the La Jolla Music Society are making beautiful music and PBO Advisory Group is proud to..

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August 31, 2021

Golf for a Good Cause – National Multiple Sclerosis Society

Golf for a Good Cause – National Multiple Sclerosis Society According to the National MS Society, nearly one million people in the U.S. are living with..

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August 30, 2021

ERTC and 2020 Tax Returns – Important Info for Employers

ERTC and 2020 Tax Returns – Important Info for Employers This past spring, the IRS issued Notice 2021-49 regarding Employee Retention Tax Credits. According to the IRS, ERTC..

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August 23, 2021

Record the SVOG as a Liability and Don’t Restrict the Revenue

Record the SVOG as a Liability and Don’t Restrict the Revenue The American Institute of Certified Public Accountants (AICPA) recently issued guidance regarding the Shuttered Venue..

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August 17, 2021

Experienced Finance Professionals are Vital to the Success of Life Science Companies

Experienced Finance Professionals are Vital to the Success of Life Science Companies The life science industry is filled with professionals who focus on specialized areas –..

Employee Spotlight: Jennifer Carlyle

Small Business Year-End Planning Should Start NOW!

Is Getting a Tax Credit Music to Your Ears?

Business Life Cycle Services: Formation to Acquisition…and Formation Again!

Have You Taken Advantage of Employer Tax Credits for Paid COVID-19 Leave?

Philanthropic Spotlight – La Jolla Music Society

Golf for a Good Cause – National Multiple Sclerosis Society

ERTC and 2020 Tax Returns – Important Info for Employers

Record the SVOG as a Liability and Don’t Restrict the Revenue

Experienced Finance Professionals are Vital to the Success of Life Science Companies

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