Matter & Substance

Insights from our industry
to help businesses and individuals

High earners can tackle tax drag with tax‑efficient investing strategies to lower taxes, manage income, and improve their returns.

May 15, 2026

6 Tax-Efficient Investing Strategies

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

A payroll transition during an acquisition requires careful planning.

May 8, 2026

Managing Operational and Payroll Transitions During an Acquisition

A payroll transition during an acquisition requires careful planning. Learn how to manage payroll, tax compliance, and more after closing.

Business audit risks like revenue recognition and IT controls are easy to miss. Learn how to address them to minimize potential harm.

May 7, 2026

Top Audit Risks Companies Overlook and How to Reduce Them

Many business audit risks are overlooked. Learn about these issues and how they can be minimized with the help of CPAs.

May 5, 2026

Case Study: Manufacturer Accounting Turnaround

How Mowery & Schoenfeld’s hands-on advisory helped a mid-size manufacturer get its financial house in order.

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.

1 2 3 … 35 next »

Matter & Substance

Insights from our industry to help businesses and individuals

Insights from our industry
to help businesses and individuals