Matter & Substance

Insights from our industry
to help businesses and individuals

Described as an individual retirement account for minors, Trump Accounts officially launch on July 5, 2026.

February 26, 2026

Trump Accounts: What High-Income Families Need to Know

Do Trump Accounts make sense for high-income families? Learn about the accounts, tax treatment, withdrawal rules and more in this guide.

February 26, 2026

IRS Provides Practical Roadmap for 100% Depreciation of QPP

For many businesses, this guidance transforms what was previously 39-year real property into an immediate tax write-off, offering a significant boost to cash flow and project ROI.

The Supreme Court’s ruling could mean $175B in tariff refunds potentially available for businesses.

February 24, 2026

Navigating the Supreme Court’s Tariff Ruling: Are Refunds Coming?

Businesses have a substantial opportunity for recovery with more than $175 billion in IEEPA tariffs potentially available. Here’s where things stand now.

February 19, 2026

5 Steps in a Business Turnaround Strategy

Following these phases can make the difference between companies that make it and those that struggle.

Learn about trust taxes, funding, choosing trustees, and avoiding common mistakes in setting up your estate plan.

February 12, 2026

Trust Planning 101: Taxes, Funding, Trustees, and Pitfalls

Learn about trust taxes, funding, choosing trustees, and avoiding common mistakes to make sure your estate plan works exactly the way you intend.

February 11, 2026

Creating Wealth When You Sell Your Business

If you feel ready to sell your business, make sure your efforts translate to the most dollars with these tips to maximize proceeds.

aving the right trust provides peace of mind and protects assets for high‑net‑worth families.

February 10, 2026

Trust Planning 101: A Practical Guide for High-Income Families

Coordinate your estate, tax, and investment plans with the right trust. Protect your heirs, gain peace of mind, and understand key factors when choosing.

The right vacation home ownership structure gives wealthy individuals peace of mind.

February 5, 2026

Vacation Home Ownership Options: Why Many Families Choose an LLC and Trust

Understand how various vacation home ownership structures impact taxes, estate planning, and more. See why many families choose an LLC with a trust.

January 22, 2026

Structure and U.S. Tax Classification of Panama Private Interest Foundations

For U.S. persons involved in cross-border estate planning, Panama Private Interest Foundations (PIFs) offer a powerful combination of asset protection, confidentiality, and flexibility.

January 20, 2026

2025 Tax Prep Tips for Businesses

No matter your circumstances, when discussing your options with your tax advisor, make sure to go into the new season prepared by following these tips.

January 15, 2026

Reporting Cryptocurrency on Your Tax Return

Check out our cryptocurrency guide to what’s taxable, what’s not, and what to take note of as you prepare to file your 2025 tax return.

January 8, 2026

Accounting Systems Sellers Use: What Search Funds Can Expect

This article walks through the most common accounting setups you are likely to encounter, how to interpret them, and what they mean for diligence and ownership transition.

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Matter & Substance

Insights from our industry to help businesses and individuals

Insights from our industry
to help businesses and individuals