Matter & Substance

Thoughts from our industry
to help Businesses and Individuals

March 13, 2024

Understanding the Foreign Account Tax Compliance Act (FATCA): Best Practices for Compliance with FATCA

As the global economy continues to expand, navigating international tax regulations is paramount for both businesses and individuals alike. One such regulation that has significant implications for financial institutions, multinational corporations, and even individual taxpayers is the Foreign Account...

March 9, 2024

Navigating Sales & Use Tax: Mitigating Risks and Maximizing Compliance

Written by: Michael Szewc, Senior State & Local Tax Manager In the midst of managing day-to-day operations, sales and use taxes often slip under the radar for business owners and management. However, overlooking these tax obligations can lead to...

Meeting, planning and finance with a team of business people discussing a budget

February 27, 2024

How to Create a Business Budget: 8 Simple Steps

No matter the size of your business, a business budget is vital to planning and guiding your business’s growth. By understanding the fixed expenses of a company and accounting for the ebb and flow of work, a proper business...

Business people standing proud and looking at camera in a financial district

February 13, 2024

What Is Private Equity & How Does It Work?

Private equity is a crucial aspect of modern finance, driving significant changes in the business world through investing in privately held companies to spur growth and generate returns. Understanding how it works is essential for investors and entrepreneurs alike....

February 5, 2024

Transfer Pricing Methods & Strategies for Your Multinational Business

Navigating the complexities of transfer pricing is a critical aspect of managing a multinational business. This practice involves determining the prices at which goods, services, and intellectual property are exchanged between affiliated entities within the same company. In this...

coorporate meeting discussing a company merger

January 31, 2024

Merger vs Acquisition: What’s the Difference?

Mergers and acquisitions are pivotal events in the business world, shaping the landscape of industries and companies. Understanding the nuances between these terms is crucial for anyone involved in strategic business decisions.

January 30, 2024

FinCEN’s Corporate Transparency Act Reporting Platform Now Open

In September of 2022, the U.S. Treasury’s Financial Crimes Enforcement Network (FinCEN) issued a new beneficial owner reporting requirement for certain U.S. entities in an effort to clamp down on illicit finance and money laundering, pursuant to Congress’ Corporate...

January 28, 2024

Matter & Substance

Thoughts from our industry to help Businesses and Individuals

Thoughts from our industry
to help Businesses and Individuals