Matter & Substance

Insights from our industry
to help businesses and individuals

July 10, 2026

Do Trump Accounts make sense for high-income families? Learn about the accounts, tax treatment, withdrawal rules, and recent changes in this guide.

July 9, 2026

Learn how to create a business budget, why it’s important, what it should include, common methods and mistakes, and how it helps your business.

July 1, 2026

Often called the Airbnb tax loophole, the short-term rental tax strategy can offer investors benefits if you qualify.

June 29, 2026

Learn why the way a family office is structured impacts whether certain expenses are deductible.

June 26, 2026

Should you open a Trump Account or a 529 plan? See the considerations for wealthy families who are planning for their children’s future.

June 23, 2026

U.S. companies may benefit from nearshoring manufacturing to Mexico. Learn structures and strategies you can use.

June 22, 2026

Our Search Fund Playbook outlines the acquisition process from start to finish, helping searchers avoid costly surprises.

June 22, 2026

Owners can use these strategies to minimize property taxes and save on capital gains tax when selling rental property.

June 15, 2026

Learn when to file Form 3520 and Form 3520-A, including foreign trust reporting requirements, deadlines, and penalties.

June 4, 2026

Selling a home can surprise sellers with the net investment income tax (NIIT). Learn strategies to reduce or avoid it.

May 28, 2026

New reporting requirements highlight the importance of §751(a) hot asset reporting in partnership interest sales and the risks of getting it wrong.

May 15, 2026

High earners face growing tax drag. Learn tax‑efficient investing strategies to lower taxes, manage income, and improve long‑term returns.