Matter & Substance

Insights from our industry
to help businesses and individuals

CPA meets with client to discuss financial reporting

December 2, 2025

Track These Key Financial Metrics for Business Turnaround Success

Business leaders can use these financial ratios and metrics to track progress, spot issues early, and make data-driven decisions to improve performance.

November 24, 2025

Schedule K-1 Process and Summary of Reporting Requirements

Schedule K-1 tax forms must be filed in a timely manner by pass-through entities to report each investor’s share of income, deductions, credits and more.

November 20, 2025

Understanding IRS Audits: What to Expect

Although many American taxpayers may worry about being subject to an IRS audit, they’re often unsure about why an account gets flagged. Below, we’ll take a look at what an audit entails as well as common reasons why Americans...

November 19, 2025

IRS Retirement Plan Contribution Limits for 2026

The IRS announced the 2026 changes to contribution limits and income thresholds for retirement savings vehicles. Keep reading to learn what’s changed and how it could impact your retirement savings and tax planning.

November 18, 2025

3 Essential Factors to Prepare for a Smooth Audit

With a bit of planning and organization, companies can make the audit process easier while strengthening financial practices.

Senior, couple and planning on laptop in living room with document for taxes

November 10, 2025

Why Monitoring AGI Matters More Than Ever Under OBBBA

The One Big Beautiful Bill Act (OBBBA) includes several new and enhanced provisions tied to adjusted gross income. Learn about how this affects your tax planning.

Accountant reviews business financials ahead of sale

October 30, 2025

Quality of Earnings (QoE) Report: Pre-Sale Due Diligence

Whether you're looking to buy or sell a business, the insights gained from a professional QoE report can assist in making informed decisions and navigate the transaction with confidence.

Turnaround Accounting Services - free report download

October 28, 2025

How Accounting Turnaround Helps Businesses Regain Control — Before Crisis Hits

Learn how to get back on the path to sustainable growth by not only fixing what’s broken, but also by putting better systems in place for the future.

October 21, 2025

R&D Tax Credits: What OBBBA Means for Your Business

While the return to full expensing for domestic R&D is a welcome change, it also introduces a range of options that require thoughtful planning.

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.

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Matter & Substance

Insights from our industry to help businesses and individuals

Insights from our industry
to help businesses and individuals