Matter & Substance

Thoughts from our industry
to help Businesses and Individuals

December 7, 2021

Important Tax Changes for the Search Fund Community

On August 23, 2021, a ruling was made by the Tax Court that may have a significant impact on how entrepreneurs treat expenses incurred during the search phase. An Examination of Estate of Morgan v. Comm’r of Internal Revenue...

December 2, 2021

How Cryptocurrency Transactions Are Affected by the Infrastructure Investment Jobs Act

Last week, President Biden signed the Infrastructure Investment and Jobs Act (not to be confused with the Build Back Better Act currently in the Senate), which authorizes $550 billion in new funding on infrastructure projects such as public transportation,...

November 30, 2021

If Your Business Took a PPP Loan, You Need to Prepare for an Audit

As part of the CARES Act, the Paycheck Protection Program (PPP) was a loan created to provide economic assistance to small businesses during the COVID-19 pandemic. Under the PPP, U.S. Congress authorized the Small Business Administration (SBA) to fund...

November 23, 2021

Understanding the Pending Tax Provisions in the Build Back Better Act

On Friday, November 19th, the House passed President Biden’s $1.7 trillion Build Back Better Act. As of now, the Build Back Better Act and the provision within it are not yet final. We anticipate changes to the bill before...

November 19, 2021

What You Should Know About the Infrastructure Investment and Jobs Act

On November 15, 2022, President Biden signed the Infrastructure Investment and Jobs Act. Currently, the larger tax bill—the Build Back Better Act—is still pending in the US Senate. We will keep you informed if anything changes or passes. Although...

November 9, 2021

How to Sell Your Business

Many succession plans ultimately lead to a transaction, usually in the form of selling your business. How this looks can depend on your business structure, entity type and ownership. From preparing through executing the sale, join us as we...

November 2, 2021

Tax Alert: 6 Proposed Changes to Your Retirement Plan

As promised, we have been following developments in proposed tax changes and we are committed to keeping you updated. Previously, we covered the ways the bill proposed by the House Ways and Means Committee affects you, your business and...

October 29, 2021

Financial Statement Disclosure under ASC 842

Part 4: ASC 842 is coming. In this last of our four-part series, we will discuss financial statement disclosure associated with the new standard. Please note, if applicable, your M&S Advisor will reach out soon to ensure the implementation...

October 28, 2021

Calculating Your Lease Liability under ASC 842

Part 3: ASC 842 is coming. Read on to learn about how to calculate your lease liability under the new standard. Please note, if applicable, your M&S Advisor will reach out soon to ensure the implementation of this standard. ...

October 27, 2021

ASC 842 and Operating Leases

Part 2: The new least standard is coming. Learn how this will impact your Operating Leases. Please note, if applicable, your M&S Advisor will reach out soon to ensure the implementation of this new standard. The New Lease Standard…...

October 26, 2021

The New Lease Standard is Coming (Very) Soon!

The new lease standard is coming. Let’s make sure you are ready! Read on for the first of our four-part series. Please note, if applicable, your M&S Advisor will reach out soon to ensure the implementation of this standard...

September 28, 2021

Tax Alert: House Proposes Big Changes

As promised, we have been following developments in proposed tax changes and we are committed to keeping you updated. The House Ways and Means Committee has released a new bill containing tax hikes for individuals and businesses. We have...

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