Matter & Substance

Insights from our industry
to help businesses and individuals

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.

January 22, 2026

Structure and U.S. Tax Classification of Panama Private Interest Foundations

For U.S. persons involved in cross-border estate planning, Panama Private Interest Foundations (PIFs) offer a powerful combination of asset protection, confidentiality, and flexibility.

January 20, 2026

2025 Tax Prep Tips for Businesses

No matter your circumstances, when discussing your options with your tax advisor, make sure to go into the new season prepared by following these tips.

January 15, 2026

Reporting Cryptocurrency on Your Tax Return

Check out our cryptocurrency guide to what’s taxable, what’s not, and what to take note of as you prepare to file your 2025 tax return.

January 8, 2026

Accounting Systems Sellers Use: What Search Funds Can Expect

This article walks through the most common accounting setups you are likely to encounter, how to interpret them, and what they mean for diligence and ownership transition.

January 6, 2026

2025 Tax Prep Tips for Individuals

Although certain aspects of your 2025 filing will be different from years’ past because of new tax laws, thorough preparation remains key.

December 30, 2025

A Guide to Construction Financial Reporting

Learn about the key indicators and ratios that can give a clear view of a construction company’s financial health and efficiency.

December 16, 2025

Depreciation Expensing Changes in the One Big Beautiful Bill Act

Learn how the One Big Beautiful Bill Act restores 100% bonus depreciation and expands deductions for qualified assets starting in 2025.

December 9, 2025

Accrual vs. Cash Accounting: What Buyers Need to Know

Learn the key differences between cash and accrual accounting methods, how each impacts a business, and what buyers can learn from financial reporting.

1 2 3 … 33 next »

Matter & Substance

Insights from our industry to help businesses and individuals

Insights from our industry
to help businesses and individuals