Matter & Substance

Insights from our industry
to help businesses and individuals

Understanding the challenges your company is facing is the key to setting a successful AI adoption strategy.

August 26, 2026

Your AI Adoption Strategy Should Start with Identifying Problems

Learn why it’s crucial to understand your pain points to set a successful AI adoption strategy at your company.

Group of creative interracial business people in formal outfits standing near panoramic window and analyzing paper data together

August 24, 2026

Entity Structuring: How to Choose the Right Business Structure

Compare common business structure types, including sole proprietorships, LLCs, partnerships, C-Corps and S-Corps, and key tax and liability considerations.

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

August 18, 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.

International acquisitions require careful planning and a clear understanding of factors including local laws, business customs, taxes, and more.

August 17, 2026

Guidelines for a Successful Cross-Border Acquisition

Acquiring a foreign company is a smart way to seek international expansion, as long as you consider these key considerations.

The IRS announced the Automatic Exemption from Penalty (AEP) Program, which could provide relief to some taxpayers.

August 12, 2026

What to Know About the Automatic Exemption from Penalty Program

The IRS announced the Automatic Exemption from Penalty (AEP) Program in July 2026. Learn what it means for taxpayers.

The digital economy has transformed how businesses sell, deliver, and monetize products and services and brought more attention to digital services tax rules around the world.

August 11, 2026

Indirect Taxes in a Digital Era: What Businesses Should Know

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

Filing Form 706, even when not required, can preserve portability, support asset values, and protect future estate planning options.

August 7, 2026

Don’t Skip Form 706: Benefits of the Estate Tax Return

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

Qualified Small Business Stock continues to be one of the most valuable tax incentives for founders and investors but it has seen lots of changes recently.

August 5, 2026

Qualified Small Business Stock: Understanding the New Tax Benefits

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

Including Social Security claiming decisions in your broader wealth management plan can add flexibility as you work toward your goals.

July 30, 2026

Social Security Strategies for High-Net-Worth Retirees

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

The right financial tech stack helps your company scale effectively, cut costs, and make informed decisions.

July 29, 2026

Is Your Company’s Finance Tech Stack in Order?

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.

A first-year audit can be challenging for many businesses, but the benefits make the effort worthwhile.

July 22, 2026

Why Is a First-Year Business Audit More Challenging?

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

July 16, 2026

Choosing the Right Family Office Structure

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

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Matter & Substance

Insights from our industry to help businesses and individuals

Insights from our industry
to help businesses and individuals