Matter & Substance

Insights from our industry
to help businesses and individuals

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.