Matter & Substance

Insights from our industry
to help businesses and individuals

Factors like how much you rent out your vacation home impact the tax rules that apply.

May 1, 2026

Vacation Home Tax Rules: How Renting Out Your Property Affects Taxes

If you’re renting out your vacation home, you need to be aware of the tax implications. Read our guide to learn the IRS rules that come into play.

April 29, 2026

U.S. Online Sales Tax: Are Foreign Companies Exempt?

Discover important U.S. federal and state tax rules that apply to inbound online sales of goods and services in the United States.

It’s essential for wealthy individuals to align Medicare Part A enrollment with their retirement and tax strategies.

April 28, 2026

How Medicare Part A Fits Into Wealth and Tax Planning

High-income individuals face unique Medicare Part A decisions. Learn how timing, HSAs, and other factors affect enrollment strategies.

With billions in refunds already eligible, businesses that move quickly are better positioned to recover funds sooner.

April 24, 2026

The IEEPA Tariff Refund Portal Is Open: What Businesses Need to Do Now

With billions in refunds already eligible, businesses that move quickly are better positioned to recover funds sooner.

For high-income families, 529 plans are flexible wealth-planning tools that can support estate and tax planning.

April 14, 2026

How High-Income Families Can Use 529 Plans for Wealth Planning

For high income families, 529 plans are flexible wealth planning tools that can support estate and tax planning.

Working with consultants can help you set your business up for future success and long-term growth.

April 13, 2026

Sustainable Business Growth Starts with These Four Pillars

Set up your business for future success with strategic planning for sustainable business growth. Learn how our team can help.

April 7, 2026

OBBBA Tax Provisions to Boost U.S. Manufacturing & Business

The One Big Beautiful Bill Act (OBBBA) is a landmark tax reform enacted in 2025, aimed at revitalizing the U.S. manufacturing sector and enhancing American business competitiveness.

Adjusted EBITDA is important because it offers a view into a company’s true financial health.

April 2, 2026

Adjusted EBITDA Explained: How It Affects Valuation

Learn how adjusted EBITDA and common EBITDA adjustments affect a business’s valuation and what sellers and buyers look for.

Revenue. Proc. 202617 lets taxpayers revoke certain “irrevocable” §163(j) elections and get new transition relief.

April 1, 2026

Tax Alert: Opportunity to Revoke “Irrevocable” §163(j) Election

Under Revenue Procedure 2026-17, taxpayers have a rare opportunity to revoke a previously “irrevocable” §163(j) election. See what that means for you.

Crossing the 100‑participant threshold can trigger a required 401(k) audit.

March 27, 2026

Crossing the 100 Participant Threshold: 401(k) Audit Prep

Reaching 100 defined contribution plan participants can trigger a required 401(k) audit. Learn the rules, exceptions, and how to get ready.

Private equity backing opens the door to more stringent reporting requirements that can be challenging for businesses.

March 26, 2026

Meeting Private Equity Financial Reporting Requirements

When your company receives private equity investment, you must meet certain reporting requirements that can bring new challenges. Here’s how to prepare.

March 19, 2026

Basis Step-Up Pre-Immigration Planning for Owners and Investors Moving to the U.S.

Learn about this financial strategy that can help mitigate future tax burdens once foreign business owners and investors become U.S. residents.

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Matter & Substance

Insights from our industry to help businesses and individuals

Insights from our industry
to help businesses and individuals