Matter & Substance

Thoughts from our industry
to help Businesses and Individuals

June 28, 2021

Part 1: Tax Considerations of Forming Your Business

Maybe you are considering starting a family business or preparing to transfer one you started to the next generation. You may also be learning to manage a business your great-great-grandfather started long before you were born. Whatever the case,...

June 16, 2021

Importance of Cybersecurity for Small Businesses

As a small business owner, you may assume it is unlikely you would be a cybercriminal target, thinking they would target larger organizations. Unfortunately, that way of thinking is inaccurate and small businesses are just as (if not more)...

June 15, 2021

Can your estate plan keep up with proposed legislation?

Welcome to Part 2 of our series evaluating the possible impact proposed legislation may have on your tax situation. Today we are going to explore the potential impact on estate and gift planning. Proposals under review with Congress...

June 8, 2021

Legislation is coming. Are you ready?

Welcome to Part 1 of our series looking at the results potential legislation and Biden’s proposals may have on your tax situation. Today we are going to explore the potential impact to individuals and businesses. Stay tuned for an...

May 27, 2021

Understanding Wayfair

Wayfair may bring to mind peppy commercials filled with bright throw pillows. But, it is also a complex and changing tax topic, relevant to nearly all businesses today. A little legal background In 1992, the U.S. Supreme...

March 19, 2020

Keep in touch with former employees through an alumni network

For many employers, the struggle to find and hire good workers is real. So real, in fact, that some employers aren’t looking only at new faces, they’re keeping in touch with familiar ones as well. Sure, you could add...

March 17, 2020

Nondeductible IRA contributions require careful tracking

If, like many people, your traditional IRA holds a mixture of deductible (after-tax) and nondeductible (pretax) contributions, it’s important to track your contributions carefully to avoid double taxation of distributions. Why? Because the IRS treats distributions as a blend...

March 12, 2020

Matter & Substance

Thoughts from our industry to help Businesses and Individuals

Thoughts from our industry
to help Businesses and Individuals