News
About
Services
Careers
Leadership
Login

News
About
Services
Tax Preparation & Planning
Audit & Assurance Services
Business Accounting & Bookkeeping
Business Valuation
Litigation Support
Estate Planning & Administration
Employee Benefits Planning
Forensic Accounting
Solutions for Healthcare Professionals
Accounting Software Support
Careers
Job Postings
Internships
PBLM Culture
Leadership
Login

Zoebelein on Tax - Sept/Oct 2021

Tom Zoebelein has an article in the new edition of Connections.

Click here to read it.

Posted: Sep 9, 2021

Newsletter

Subscribe

Download

Office Hours

Monday - Friday
8 am - 5 pm

Summer Office Hours

Monday - Thursday
7:30 am - 5:30 pm
Friday
8 am - 12 pm

Contact Us

110 Office Park Drive, Suite 100
Birmingham, AL 35223

205-323-5440
205-328-8523

Copyright © 2025 Pearce, Bevill, Leesburg, Moore, P.C. | All rights reserved | Privacy Policy

Privacy Policy

Terms of Use

The materials on this web site have been prepared by us for informational purposes only, do not constitute financial advice, do not necessarily reflect the opinions of Pearce, Bevill, Leesburg, Moore, P.C. or any of our accountants or clients, and are not guaranteed to be complete, correct, comprehensive or current. You should be aware that the law and the economy is constantly changing and varies by circumstance. Therefore, information on a given legal or financial issue may not be current or apply to your particular situation. Receipt, use or review of this web site or any of the information contained on this web site does not, nor is it intended to, create or constitute an engagement between you and Pearce, Bevill, Leesburg, Moore, P.C. or any of the firm’s accountants. You should not rely on any information contained in this web site without first seeking the advice of a certified public accountant.

You should not send any sensitive information to us until you have spoken with one of our accountants and received authorization to send that information to us. Communications regarding matters for which we are not already engaged with you should be made with caution, as Internet e-mail is not secure, and you should avoid sending sensitive or confidential Internet e-mail messages unless they are adequately encrypted or sent through our secure web system.

Some of the descriptions and some of the articles on this web site contain links to other resources on the Internet. Those links are provided as citations and aids to help you identify and locate other Internet resources that may be of interest, and are not intended to state or imply that we sponsor, are affiliated or associated with, or are financially authorized to use any trade name, registered trademark, logo, seal or official seal, or copyrighted symbol that may be reflected in the links.

Access to the Site

Please read the terms of use of this site carefully. These terms may have changed since your last visit to this Internet site. By use of this site, you indicate your acceptance of these terms. Unless otherwise stated on the given site, this document applies to all web sites operated by Pearce, Bevill, Leesburg, Moore, P.C.

The Firm may alter, suspend or discontinue this site at any time for any reason, without notice or cost. The Site may become unavailable due to maintenance or malfunction of computer equipment or other reasons.

From time to time, Pearce, Bevill, Leesburg, Moore, P.C. may offer to provide information or materials via e-mail or otherwise to interested persons. Pearce, Bevill, Leesburg, Moore, P.C. reserves the right, in its absolute discretion, to reject any requests for such information or materials, or to discontinue the provision of such information or materials to any person, for any reason whatsoever.

The Firm makes no representation that information on this Site is appropriate or available for use outside the United States. Those who choose to access this Site from outside the United State do so on their own initiative and are responsible for compliance with local laws, if and to the extent local laws are applicable.

Copyright Notice

This web site and its contents were created by Pearce, Bevill, Leesburg, Moore, P.C. and all rights are reserved. Permission is granted to view, store, print, reproduce and distribute material contained in this site provided that a) none of the material is modified or altered and b) the Terms of Use are included with any materials distributed from this site. Reproduction or distribution of any material from this web site for commercial purposes is prohibited without the express written permission of Pearce, Bevill, Leesburg, Moore, P.C.

Privacy Policy

Since our site permits individuals to communicate with us via e-mail, we have developed this Privacy Policy Statement to inform visitors to our site of our policies and practices regarding such information. The user information requested on this site is only used to enable us to track the distribution of the documents that we publish and the transfer of any files. Your personally identifiable information, including your email address, is used solely as a means of identification. We may use the information we collect when you register to send publications, such as newsletters, and to inform you about updates. You may unsubscribe from the list at any time by using the “unsubscribe” link in the footer of the emails you receive from us. You may also contact us directly and ask to be un-subscribed by sending email to [email protected].

We do not share information identifying a specific individual or e-mail with third parties except with prior consent or when necessary to protect our rights or property. We reserve all rights relating to the distribution of information collected where required by law. Information collected from persons who enter into an engagement with us is covered by our firm’s general privacy policy summarized below.

Information Collection

As accountants, we collect nonpublic personal information about our clients, from other accountants, insurance agents and other advisors, as well as from our clients. Such information may include your name, address, telephone number, and personal and family financial information.

Disclosure

It is our policy not to disclose nonpublic personal information that we collect as described above on our clients and former clients to anyone, except as authorized by you or as required by law. In providing financial services to our clients, however, it may be necessary to disclose nonpublic personal information to non-affiliated persons that perform services or functions on our behalf, such as government bodies, your attorney, appraiser, actuary, or loan officer. We may also be obligated to disclose any or all of the nonpublic personal information described above, as permitted by law. For example, we may be obligated under the law to disclose information in response to lawful requests from law enforcement agencies.

Protection

We restrict access to nonpublic personal information about you to those Pearce, Bevill, Leesburg, Moore, P.C. employees and vendors or others, who are subject to our policies, IRS requirements or NCUA rules, whom we determine have a legitimate need to access such information. We maintain security procedures, such as full-disk encryption on all portable computers, for the protection of the personal information of our clients. We also educate our employees about the importance and meaning of, and necessity for, data security and confidentiality.