Matter & Substance

Insights from our industry
to help businesses and individuals

September 10, 2025

Tax Considerations for Executives Moving to the U.S.

Understanding tax implications and compliance requirements is essential for a successful executive relocation to the United States.

Latin entrepreneur taking notes while talking on the phone

September 9, 2025

Qualified Small Business Stock Rules Under OBBBA

Qualified Small Business Stock (QSBS) rules have changed, affecting small business owners and investors looking to reduce capital gains taxes.

Business couple leaving house to commute to work

September 4, 2025

OBBBA’s State and Local Tax (SALT) Changes, Explained

What you need to know about the One Big Beautiful Bill Act’s provisions impacting SALT planning and how they might affect your tax picture.

CEO talks with new leader about business strategy

August 25, 2025

Business Succession Planning: How to Set Up Your Successor for Success

Whether you’re retiring, selling, or stepping into a new role, one way to ensure the legacy you’ve built is to set your successor up for success.

: 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...