Matter & Substance

Thoughts from our industry
to help Businesses and Individuals

October 19, 2015

Estate Tax Planning Focus Shifts to Income Taxes

National Estate Planning Awareness Week is finally here, offering the perfect opportunity to reflect upon some of the increasingly important topics- such as the impact proper estate planning can have on your income tax bill. As the gift tax...

October 11, 2015

Family Limited Partnerships- What You Should Know

Many businesses are focused on succession planning, which involves transitioning the ownership from or reducing the involvement of the founders of the company in anticipation of their retirement. One strategy is to transfer business to the next generation of...

October 11, 2015

Fringe Benefits- What May be Missing

A business can offer many things as fringe benefits, so it’s a good idea to occasionally review the possibilities to see whether you might be missing something that could help you attract and retain the best employees. Many discussions...

October 1, 2015

Accounting For Digital Assets In Your Estate Plan

Can you remember all of your online passwords off the top of your head? Or do you have a list saved on your computer, which is of course password protected? Better yet, are your passwords “organized” in a clutter...

September 30, 2015

Objective Insight: What Advisory Boards Offer

It’s tough for anyone who runs a business to remain completely objective. You have so much invested (time, energy, money), and you’re so close to so many minute details, that a sizable amount of subjectivity is bound to enter...

September 20, 2015

Mitigating the Risks of IT Outsourcing

Many businesses outsource one or more of their IT functions with the goal of saving money. Yet if you don’t mitigate the risks involved, you could end up both losing out financially and failing to get the most from...

September 13, 2015

Tax Impacts of Acquisitions

If your company wants to acquire another business, you will need to anticipate many challenges. To improve your chances of success, it is important to devote resources to intensive tax planning before your transaction closes. During the purchase negotiations,...

September 10, 2015

The Importance of a Business Plan

Some entrepreneurs might disregard compiling a comprehensive business plan when starting their businesses, but it’s an absolute imperative when running a company. Why? Because your business plan can predict the future. When we started Mowery & Schoenfeld nearly 19...

August 27, 2015

Matter & Substance

Thoughts from our industry to help Businesses and Individuals

Thoughts from our industry
to help Businesses and Individuals