Matter & Substance

Insights from our industry
to help businesses and individuals

October 28, 2026

IRS Electronic Tax Refunds and Payments: What to Know for 2026

Learn how IRS tax refunds and payments work, including direct deposit, electronic payment options, and the phaseout of paper checks.

A Roth conversion can be a powerful tax-planning strategy for wealthy individuals.

October 26, 2026

Roth Conversions for High-Net-Worth Individuals

Does a Roth conversion make sense for you? This guide explains when high-net-worth individuals can leverage this move for tax planning.

Gift tax returns matter for many reasons, including your decisions can impact your spouse and heirs.

October 22, 2026

Why Gift Tax Returns Matter in the Long Run

Filing a gift tax return via Form 709 can matter even when no immediate gift tax is due. Our guide explains why and common mistakes to avoid.

Inventory management significantly impacts manufacturers’ financial picture.

October 20, 2026

How Does Inventory Management Impact Manufacturers’ Financials?

Learn how manufacturing inventory management affects cash flow, profitability, financial reporting, lending, and business value.

Accountant reviews business financials ahead of sale

October 16, 2026

Quality of Earnings (QoE) Report: Pre-Sale Due Diligence

If you’re buying or selling a company, a quality of earnings (QoE) report is a key part of pre-deal due diligence. Learn about it and why it matters.

If you’re considering selling your business, make sure to get all aspects of your accounting function in order first.

October 13, 2026

Prepare a Business for Sale: Get Your Accounting in Order

When preparing a business for sale, ensure your accounting is in order, including solid financial reporting, a credible forecast, and clear rationale.

Keeping documents, working with advisors, and reporting income accurately can help you avoid an audit.

October 12, 2026

Understanding the IRS Audit Rules, Exceptions, and Triggers

Learn more about IRS audits, how far back the IRS can audit you, what happens if the IRS audits you, and common IRS audit triggers.

A comparison of tax capital, §704(b) capital, and outside basis in a partnership.

September 30, 2026

Tax Capital, §704(b) Capital, and Outside Basis: A Search Fund Primer

Tax capital, §704(b) capital and outside basis can diverge in search fund deals. Here’s what buyers should understand before closing.

The Fifth Circuit court recently reversed its course on the limited partner self-employment tax exception.

September 21, 2026

Fifth Circuit Reverses Itself: What Even Is a Limited Partner?

The Fifth Circuit court reversed its position on the §1402(a)(13) self-employment tax exclusion. See how it impacts limited partners.

Human review is a critical part of the process when using AI in your business.

September 15, 2026

Human in the Loop: How to Trust AI Output

Keeping a human in the loop is essential for AI output quality. Learn how to validate AI outputs through testing, sampling, monitoring, and governance.

Private equity comes with both benefits and challenges for companies receiving investment.

September 14, 2026

What Is Private Equity and How Does It Work?

Learn more about private equity, how private equity works, types of private equity investments, and what else you need to know about private equity funds.

California moved to begin imposing a sales tax on Software-as-a-Service products.

September 9, 2026

California SaaS Sales Tax Change: What to Know Before 2027

California will soon impose a SaaS sales tax. Here’s what software-as-a-service companies should know before Jan. 1, 2027.

1 2 3 … 37 next »

Matter & Substance

Insights from our industry to help businesses and individuals

Insights from our industry
to help businesses and individuals