Matter & Substance

Insights from our industry
to help businesses and individuals

Many taxpayers are confused about what filing an extension actually does. An extension gives you more time to file your return, but not more time to pay.

March 12, 2026

Tax Return Extensions: Everything You Need to Know

Tax extensions are common, but there are some misconceptions about how they work. This guide breaks down the details.

March 10, 2026

Section 163(j): Business Interest Expense Limitation, Explained

The One Big Beautiful Bill Act made important changes to how this limitation is calculated. Learn what changed and how it may impact businesses.

March 3, 2026

Capitalized Interest and Section 163(j): New Ordering Rules for 2026

The One Big Beautiful Bill Act’s new capitalized interest rules will impact real estate, construction, manufacturing, and other capital-intensive companies.

Your business financial statements tell the story of the company, including how it’s truly performing.

March 2, 2026

What Do Your Financial Statements Say About Your Business?

Your business financial statements unlock insights into your performance, helping you track growth, notice trends, and make informed decisions.

Described as an individual retirement account for minors, Trump Accounts officially launch on July 5, 2026.

February 26, 2026

Trump Accounts: What High-Income Families Need to Know

Do Trump Accounts make sense for high-income families? Learn about the accounts, tax treatment, withdrawal rules and more in this guide.

February 26, 2026

IRS Provides Practical Roadmap for 100% Depreciation of QPP

For many businesses, this guidance transforms what was previously 39-year real property into an immediate tax write-off, offering a significant boost to cash flow and project ROI.

The Supreme Court’s ruling could mean $175B in tariff refunds potentially available for businesses.

February 24, 2026

Navigating the Supreme Court’s Tariff Ruling: Are Refunds Coming?

Businesses have a substantial opportunity for recovery with more than $175 billion in IEEPA tariffs potentially available. Here’s where things stand now.

February 19, 2026

5 Steps in a Business Turnaround Strategy

Following these phases can make the difference between companies that make it and those that struggle.

Learn about trust taxes, funding, choosing trustees, and avoiding common mistakes in setting up your estate plan.

February 12, 2026

Trust Planning 101: Taxes, Funding, Trustees, and Pitfalls

Learn about trust taxes, funding, choosing trustees, and avoiding common mistakes to make sure your estate plan works exactly the way you intend.

February 11, 2026

Creating Wealth When You Sell Your Business

If you feel ready to sell your business, make sure your efforts translate to the most dollars with these tips to maximize proceeds.

aving the right trust provides peace of mind and protects assets for high‑net‑worth families.

February 10, 2026

Trust Planning 101: A Practical Guide for High-Income Families

Coordinate your estate, tax, and investment plans with the right trust. Protect your heirs, gain peace of mind, and understand key factors when choosing.

The right vacation home ownership structure gives wealthy individuals peace of mind.

February 5, 2026

Vacation Home Ownership Options: Why Many Families Choose an LLC and Trust

Understand how various vacation home ownership structures impact taxes, estate planning, and more. See why many families choose an LLC with a trust.

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Matter & Substance

Insights from our industry to help businesses and individuals

Insights from our industry
to help businesses and individuals