Matter & Substance

Thoughts from our industry
to help Businesses and Individuals

January 14, 2020

Flex plan: In an unpredictable estate planning environment, flexibility is key

The Tax Cuts and Jobs Act (TCJA) made only one change to the federal gift and estate tax regime, but it was a big one. It more than doubled the combined gift and estate tax exemption, as well as...

January 9, 2020

Look in the mirror and identify your company culture

“Company culture” is a buzzword that’s been around for a while, but your culture may never have mattered as much as it does in today’s transparency-driven business arena. Customers, potential partners and investors, and job candidates are paying more...

January 7, 2020

2020 Q1 tax calendar: Key deadlines for businesses and other employers

Here are some of the key tax-related deadlines affecting businesses and other employers during the first quarter of 2020. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to you. Contact us...

January 2, 2020

Five ways to withdraw cash from your corporation while avoiding dividend treatment

Do you want to withdraw cash from your closely held corporation at a low tax cost? The easiest way is to distribute cash as a dividend. However, a dividend distribution isn’t tax-efficient, since it’s taxable to you to the...

December 12, 2019

A shadow board could shed light on your company’s best future

In many industries, market conditions move fast. Businesses that don’t have their ears to the ground can quickly get left behind. That’s just one reason why some of today’s savviest companies are establishing so-called “shadow” (or “mirror”) boards composed...

December 10, 2019

Can employees donate unused vacation pay to charity?

Like many employers, you may allow employees to carry over unused vacation pay from one year to the next. With the year winding down, and gift-giving on the minds of many, certain staff members might inquire about donating their...

December 5, 2019

Is multicloud computing right for your business?

Cloud computing — storing data and accessing apps via the Internet — has been widely adopted by businesses across industry and size. Like many technological advances, though, new derivatives continue to emerge — including so-called multicloud computing. Under this...

November 26, 2019

M&A transactions: Avoid surprises from the IRS

If you are considering buying or selling a business — or are in the process of a merger or acquisition — it is important that both parties report the transaction to the IRS in the same way. Otherwise, you may increase your...

November 21, 2019

How to research a business customer’s creditworthiness

Extending credit to business customers can be an effective way to build goodwill and nurture long-term buyers. If you extend customer credit, however, it also brings sizable financial risk to your business, as cash flow could grind to a...

November 19, 2019

Sec. 6166: Estate tax relief for family businesses

Fewer people currently are subject to transfer taxes than ever before. But gift, estate and generation-skipping transfer (GST) taxes continue to place a burden on families with significant amounts of wealth tied up in illiquid closely held businesses, including...

November 14, 2019

Management letters: Have you implemented any changes?

Audited financial statements come with a special bonus: a “management letter” that recommends ways to improve your business. This means free advice from financial pros who have seen hundreds of businesses at their best (and worst) and who know which...

November 12, 2019

When it comes to asset protection, a hybrid DAPT offers the best of both worlds

A primary estate planning goal for most people is to hold on to as much of their wealth as possible to pass on to their children and other loved ones. To achieve this, you must limit estate tax liability...

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Matter & Substance

Thoughts from our industry to help Businesses and Individuals

Thoughts from our industry
to help Businesses and Individuals