Matter & Substance

Insights from our industry
to help businesses and individuals

April 2, 2024

Hiring a Certified Professional Accountant (CPA): Cost, Benefits, & Questions to Ask

Hiring a Certified Professional Accountant (CPA) is a strategic move that brings numerous benefits when navigating tax laws and regulations. In this comprehensive guide, we'll explore the role of a CPA, the circumstances that warrant their expertise, the cost...

March 26, 2024

Most Common Mistakes on Tax Returns & How to Avoid Them

For many filers, tax season can be a time of stress and confusion. Navigating 1040s can be daunting, especially with the constant flux of rules and regulations governing the process. However, with a keen eye for detail and a...

March 25, 2024

Managing Intellectual Property to Maximize Cash and Support Business Growth

Written by: Fernando Lopez, Partner, International Tax Intellectual Property As a Driver of Revenue Let’s consider a set of U.S. based businesses that are currently going through their initial formative period. Each business offers a promising product or service...

March 13, 2024

Understanding the Foreign Account Tax Compliance Act (FATCA): Best Practices for Compliance with FATCA

As the global economy continues to expand, navigating international tax regulations is paramount for both businesses and individuals alike. One such regulation that has significant implications for financial institutions, multinational corporations, and even individual taxpayers is the Foreign Account...

March 9, 2024

Navigating Sales & Use Tax: Mitigating Risks and Maximizing Compliance

Written by: Michael Szewc, Senior State & Local Tax Manager In the midst of managing day-to-day operations, sales and use taxes often slip under the radar for business owners and management. However, overlooking these tax obligations can lead to...

February 5, 2024

Transfer Pricing Methods & Strategies for Your Multinational Business

Navigating the complexities of transfer pricing is a critical aspect of managing a multinational business. This practice involves determining the prices at which goods, services, and intellectual property are exchanged between affiliated entities within the same company. In this...

coorporate meeting discussing a company merger

January 31, 2024

Merger vs Acquisition: What’s the Difference?

Mergers and acquisitions are pivotal events in the business world, shaping the landscape of industries and companies. Understanding the nuances between these terms is crucial for anyone involved in strategic business decisions.

January 30, 2024

FinCEN’s Corporate Transparency Act Reporting Platform Now Open

In September of 2022, the U.S. Treasury’s Financial Crimes Enforcement Network (FinCEN) issued a new beneficial owner reporting requirement for certain U.S. entities in an effort to clamp down on illicit finance and money laundering, pursuant to Congress’ Corporate...

January 24, 2024

Tips to Prepare for the 2023 Tax Season

As you begin to compile your information for the 2023 tax filing season, consider some of the following steps you can take to ensure your tax return and refund don’t face delays. Organize your tax docs early Getting your...

December 27, 2023

Planning for Net Investment Income Taxes

The 3.8% net investment income tax (NIIT) is an additional tax that applies to some higher-income taxpayers on top of capital gains tax or ordinary income tax. Fortunately, there are strategies you can use to soften the blow of...

December 21, 2023

Offset Nursing Home Costs With Possible Tax Breaks

If you have a parent entering a nursing home, taxes are probably the last thing on your mind. But you should know that several tax breaks may be available to help offset some of the costs. Medical expense deductions...

December 19, 2023

FinCEN Extends Reporting Deadline for New Companies

The Treasury Department’s Financial Crimes Enforcement Network (FinCEN) finalized a rule last month to extend the deadline for companies created or registered in 2024 to file their initial beneficial ownership information reports. The rule will require most U.S. corporations,...

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Matter & Substance

Insights from our industry to help businesses and individuals

Insights from our industry
to help businesses and individuals