Matter & Substance

Insights from our industry
to help businesses and individuals

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.

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

HSAs are triple-tax advantaged accounts: Contributions to HSAs reduce taxes and can grow tax-free, building a healthy nest egg for your future.

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...

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Matter & Substance

Insights from our industry to help businesses and individuals

Insights from our industry
to help businesses and individuals