Matter & Substance

Insights from our industry
to help businesses and individuals

August 11, 2026

Learn how economic nexus, marketplace facilitator laws, SaaS sales tax, digital services taxes, and more affect digital sellers.

August 7, 2026

Even when no estate tax is due, filing Form 706 can secure key tax benefits, support valuations, and protect future planning options.

August 5, 2026

Recent state changes for Qualified Small Business Stock (QSBS) make careful planning essential to keep the tax benefits.

July 30, 2026

Knowing when to claim Social Security depends on many factors. Learn about smart Social Security strategies to help maximize benefits.

July 29, 2026

Getting your company’s finance tech stack in order is key to being able to make data-driven decisions based on a single source of truth. Learn why.

July 22, 2026

Preparing for your first-year business audit? Learn common challenges, audit requirements, preparation tips, and benefits for growing companies.

July 16, 2026

The right family office structure gives wealthy families clearer oversight, stronger governance, and more consistent support across generations.

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.