Matter & Substance

Insights from our industry
to help businesses and individuals

June 22, 2026

Owners can use these strategies to minimize property taxes and save on capital gains tax when selling rental property.

June 15, 2026

Learn when to file Form 3520 and Form 3520-A, including foreign trust reporting requirements, deadlines, and penalties.

June 4, 2026

Selling a home can surprise sellers with the net investment income tax (NIIT). Learn strategies to reduce or avoid it.

May 28, 2026

New reporting requirements highlight the importance of §751(a) hot asset reporting in partnership interest sales and the risks of getting it wrong.

May 15, 2026

High earners face growing tax drag. Learn tax‑efficient investing strategies to lower taxes, manage income, and improve long‑term returns.

May 8, 2026

A payroll transition during an acquisition requires careful planning. Learn how to manage payroll, tax compliance, and more after closing.

May 7, 2026

Many business audit risks are overlooked. Learn about these issues and how they can be minimized with the help of CPAs.

May 5, 2026

How Mowery & Schoenfeld’s hands-on advisory helped a mid-size manufacturer get its financial house in order.

May 1, 2026

If you’re renting out your vacation home, you need to be aware of the tax implications. Read our guide to learn the IRS rules that come into play.

April 29, 2026

Discover important U.S. federal and state tax rules that apply to inbound online sales of goods and services in the United States.

April 28, 2026

High-income individuals face unique Medicare Part A decisions. Learn how timing, HSAs, and other factors affect enrollment strategies.

April 24, 2026

With billions in refunds already eligible, businesses that move quickly are better positioned to recover funds sooner.