Matter & Substance

Insights from our industry
to help businesses and individuals

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

The IRS is making a major shift in how tax refunds and payments are handled: paper checks are soon to be a thing of the past. This move is part of a broader plan to update federal financial processes...

May 20, 2025

Tax Considerations for Going from Employee to Owner

Making the leap from employee to business owner is an exciting milestone, but it comes with its own set of tax implications you’ll need to be prepared for.

April 24, 2025

Lesser-Known Benefits of HSAs

Health Savings Accounts—commonly referred to as HSAs—are triple-tax advantage accounts offered by HSA-eligible health plans. In most cases, all deposits are tax-deductible, all growth is tax-deferred, and all withdrawals used on qualifying expenses are tax-free. Although most often recognized...

March 27, 2025

Taxpayer Scams Are on the Rise—What Can You Do to Stay Safe?

The IRS continues to report a rise in scams as imposters prod taxpayers to reveal personal identifiable information and make hasty payments to avoid prison time. For a lot of people, hearing from the IRS causes panic. But before...

March 25, 2025

FinCEN Narrows BOI Reporting Scope with New Ruling

Following the release of a new interim final rule by the U.S. Treasury Department’s Financial Crimes Enforcement Network (FinCEN), there are significant changes to the Beneficial Ownership Information (BOI) reporting requirements under the Corporate Transparency Act (CTA). The new...

March 13, 2025

Reporting Cryptocurrency on Your Tax Return

U.S. taxpayers are required to report cryptocurrency sales, trades, payments, and income to the IRS. But with cryptocurrency still relatively new to being a mainstream part of personal finance, you may be wondering if or how it’s going to...

February 25, 2025

Update: BOI Reporting Now Mandatory with Court Ruling

As of February 17, 2025, the U.S. District Court for the Eastern District of Texas has ruled that the Corporate Transparency Act’s (CTA) beneficial ownership information (BOI) reporting requirements are back in effect. The Department of the Treasury understands...

February 19, 2025

Setting Up EFTPS for Online Tax Payments

For taxpayers looking to pay their taxes online, the Department of the Treasury allows federal taxes to be paid via the Electronic Federal Tax Payment System (EFTPS). However, in late 2023, security around the electronic payment system tightened, and...

February 12, 2025

Tax Prep Checklist for Individuals

As the 2024 tax season approaches, many individuals might find themselves scrambling to organize their financial information. But by starting preparation for this year’s tax season early, you can help ensure your tax return and refund don’t face delays....

January 22, 2025

Tax Prep Checklist for Businesses

Running a business can be stressful—but filing your tax return doesn’t have to be. Taking steps to prepare early will make the process run more smoothly and avoid any surprises when it’s time to file. Keep thorough records—all year...

January 8, 2025

U.S. Tax Considerations Related to U.S. F Visas of Non-Immigrant Students

Understanding U.S. Tax Implications and Filing Obligations Introduction The F Visa is a non-immigrant student visa that allows international students to pursue academic studies and language training programs in the United States. Individuals holding F Visa and F Visa...

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Matter & Substance

Insights from our industry to help businesses and individuals

Insights from our industry
to help businesses and individuals