Matter & Substance

Insights from our industry
to help businesses and individuals

Father and daughter with newly installed solar panels on their home

October 3, 2025

What’s Changing? The OBBBA’s Impact on Clean Energy Credits

With several consumer clean energy incentives repealed under the new law, taxpayers need to act quickly to maximize their savings.

September 25, 2025

Cash Flow Management: A Complete Guide for Businesses

Learn more about cash flow management and its role in sustaining business operations, ensuring financial stability, and facilitating strategic decision-making.

September 23, 2025

What Is Private Equity and How Does It Work?

Learn more about private equity, how private equity works, types of private equity investments, and everything else you need to know about private equity funds.

September 16, 2025

OBBBA Reforms FDII Rate and Incentives for U.S. Export Supply Chains

Changes to the FDII export incentive are driving international companies to shift toward using the U.S. as a base for global sales, services, and licensing.

September 10, 2025

Tax Considerations for Executives Moving to the U.S.

Understanding tax implications and compliance requirements is essential for a successful executive relocation to the United States.

Latin entrepreneur taking notes while talking on the phone

September 9, 2025

Qualified Small Business Stock Rules Under OBBBA

Qualified Small Business Stock (QSBS) rules have changed, affecting small business owners and investors looking to reduce capital gains taxes.

Business couple leaving house to commute to work

September 4, 2025

OBBBA’s State and Local Tax (SALT) Changes, Explained

What you need to know about the One Big Beautiful Bill Act’s provisions impacting SALT planning and how they might affect your tax picture.

CEO talks with new leader about business strategy

August 25, 2025

Business Succession Planning: How to Set Up Your Successor for Success

Whether you’re retiring, selling, or stepping into a new role, one way to ensure the legacy you’ve built is to set your successor up for success.

: Accountant and client discuss business’s financial performance during a quarterly business review meeting

August 21, 2025

How Quarterly Business Reviews Can Boost Your Bottom Line

Help ensure your business stays on track by scheduling ongoing quarterly business reviews (QBRs) with your accounting advisor.

August 19, 2025

GILTI vs. NCTI: How Tax Changes Could Result in a ‘Home Shift’

The U.S. tax law change of GILTI to NCTI will impact supply chains for U.S. and foreign companies.

August 15, 2025

Tax Considerations of the One Big Beautiful Bill Act for Transatlantic Businesses

This article examines the One Big Beautiful Bill Act's domestic and cross-border implications and highlights key considerations for global businesses.