Matter & Substance

Insights from our industry
to help businesses and individuals

July 30, 2019

Tax-smart travel: Where business meets pleasure

With summer upon us, vacations are at the top of everyone’s mind. If you’re self-employed or a business owner, you have a golden opportunity to combine a business trip with a few extra days of vacation and offset some...

July 27, 2019

Thinking about retiring to another state? Do not forget about taxes

When you retire, you may consider moving to another state — say, for the weather or to be closer to your loved ones. While it is not at the top of the list when preparing for a move, do...

July 23, 2019

Hire your children this summer: Everyone wins

If you’re a business owner, there are tax breaks (and other nontax benefits) on the table if you hire your children or grandchildren this summer. They can gain on-the-job experience, save for college and learn how to manage money. And you...

July 18, 2019

Predicting your company’s future performance

It’s common for you to associate your CPA with historical financial data and performance; after all, audits and tax returns typically report what has already happened. But don’t forget you can hire one to help predict how a company will...

July 17, 2019

Are health club memberships or on-site fitness centers an ERISA benefit?

More and more employers are contributing dollars toward the cost of health club memberships for employees. Some are even building their own on-site fitness centers. If your organization is considering either approach, you might wonder: Are health club memberships...

July 16, 2019

Build long-term relationships with CRM software

Few businesses today can afford to let potential buyers slip through the cracks. Customer relationship management (CRM) software can help you build long-term relationships with those most likely to buy your products or services. But CRM software is not...

July 11, 2019

Leave your mark with a dynasty trust

If a prime objective of your estate plan is to leave a lasting legacy, a dynasty trust may be the right estate planning vehicle for you. And, thanks to the substantially increased generation-skipping transfer (GST) tax exemption amount established...

July 9, 2019

IRS raises valuation limits for employer-provided vehicles

One of the most popular fringe benefits for employees at many organizations isn’t an insurance plan or a health club membership; it’s shiny chrome and steel — a vehicle. Providing a car, van or truck that an employee can...

July 2, 2019

Consider a Roth 401(k) plan – and make sure employees use it

Roth 401(k) accounts have been around for 13 years now, and they are gaining popularity as more employers are offering them each year. A recent study by the Plan Sponsor Council of America (PSCA) found that Roth 401(k)s are now...

June 27, 2019

The simple truth about annual performance reviews

There are many ways for employers to conduct annual performance reviews. So many, in fact, that owners of small to midsize businesses may find the prospect of implementing a state-of-the-art review process overwhelming. The simple truth is that a...

June 25, 2019

Beware if your estate plan leaves specific assets to specific heirs

Planning your estate around specific assets is risky and, in most cases, should be avoided. If you leave specific assets — such as homes, cars or stock — to specific people, you may inadvertently disinherit them. Illustrating the problem...

June 18, 2019

Selling your home? Consider these tax implications.

Spring and summer are the optimum seasons for selling a home. And interest rates are currently attractive, so buyers may be out in full force in your area. Freddie Mac reports that the average 30-year fixed mortgage rate was...

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Matter & Substance

Insights from our industry to help businesses and individuals

Insights from our industry
to help businesses and individuals