Matter & Substance

Insights from our industry
to help businesses and individuals

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.

December 4, 2025

Managing Tax Complexities in Global Business Transactions

Key considerations vary based on whether the transaction is inbound (foreign buyer acquiring a U.S. target) or outbound (U.S. buyer acquiring a foreign target).

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.

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Matter & Substance

Insights from our industry to help businesses and individuals

Insights from our industry
to help businesses and individuals