Matter & Substance

Insights from our industry
to help businesses and individuals

: 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.

Team at tech startup discusses financial and tax strategy

August 12, 2025

Tax Considerations for Starting a Business

Learn how thoughtful tax planning can support compliance, reduce liabilities, and strengthen your overall business strategy.

Retired couple talking with tax advisor about charitable giving strategies

August 7, 2025

How the OBBBA Changes Charitable Deductions

Read about how the One Big Beautiful Bill Act alters charitable giving for non-itemizers and itemizers, and what you can do to prepare for the changes.

Turnaround services advisor talking with client

August 5, 2025

What Are Turnaround Services?

Learn how expert turnaround services can help struggling businesses overcome financial distress, stabilize operations, and achieve long-term success.

July 15, 2025

How to Create a Business Budget: 8 Simple Steps

No matter the size of your business, a business budget is vital to planning and guiding your business’s growth. By understanding a company’s fixed expenses and accounting for the ebb and flow of work throughout the year, a well-structured...

July 10, 2025

How the New Tax Law Affects Businesses

The One Big Beautiful Bill Act brings sweeping tax changes aimed at reducing business tax burdens.

July 10, 2025

What the One Big Beautiful Bill Act Means for Individuals

Here’s a snapshot of new tax laws affecting individuals from One Big Beautiful Bill, a major tax package that impacts nearly all U.S. taxpayers.

June 30, 2025

IRS Audit Triggers to Avoid on Your Tax Return

Some tax returns attract more IRS attention than others. Read about six areas watch out for if you want to reduce your chances for an audit.

Latin American businesswoman sitting in office at workplace and working at laptop

June 24, 2025

Using a U.S. Trust to Hold Foreign Assets for Foreign Beneficiaries

Nonresidents can use a U.S. trust to hold foreign business and investment assets for foreign beneficiaries, which offers tax, estate, and security benefits.

father and toddler paint their rental house property to get it ready to sell

June 10, 2025

Minimizing Tax on Your Rental Property

Rental property owners can use these strategies to minimize rental property taxes and save on capital gains taxes upon sale.

June 3, 2025

IRS Moving to Digital-Only Tax Refunds and Payments: What You Need to Know

Starting Sept. 30, 2025, taxpayers will no longer be able to submit payments using checks or money orders. Tax refunds will mainly be sent via direct deposit, and the IRS will stop issuing paper checks.

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Matter & Substance

Insights from our industry to help businesses and individuals

Insights from our industry
to help businesses and individuals