Matter & Substance

Thoughts from our industry
to help Businesses and Individuals

November 19, 2019

Sec. 6166: Estate tax relief for family businesses

Fewer people currently are subject to transfer taxes than ever before. But gift, estate and generation-skipping transfer (GST) taxes continue to place a burden on families with significant amounts of wealth tied up in illiquid closely held businesses, including...

November 14, 2019

Management letters: Have you implemented any changes?

Audited financial statements come with a special bonus: a “management letter” that recommends ways to improve your business. This means free advice from financial pros who have seen hundreds of businesses at their best (and worst) and who know which...

November 12, 2019

When it comes to asset protection, a hybrid DAPT offers the best of both worlds

A primary estate planning goal for most people is to hold on to as much of their wealth as possible to pass on to their children and other loved ones. To achieve this, you must limit estate tax liability...

November 7, 2019

Is it time to hire a CFO or controller?

Many business owners reach a point where managing the financial side of the enterprise becomes overwhelming. Usually, this is a good thing — the company has grown to a point where simple bookkeeping and basic financial reporting just do...

November 5, 2019

Competing in a fierce job market with signing bonuses

Is your organization looking to hire new employees? Join the club. The U.S. unemployment rate hit a historic low this year, according to a Bureau of Labor Statistics household survey. It fell to 3.6%, the lowest rate since December...

September 12, 2019

Meet Gen Z

By now, most employers have read up on, hired and gotten to know Millennials. Well, guess what? A whole new demographic is here: Generation Z. Whereas Millennials are those who came of age around the Millennium, Gen Z are regarded as...

September 10, 2019

Run your meetings like they really matter

Many businesses struggle to turn abstract strategic-planning ideas into concrete, actionable plans. One reason why is simple: ineffective meetings. The ideas are there, lurking in the minds of management and key employees, but the process for hashing them out...

August 22, 2019

Consider separating your business and real estate in your succession plan

Like most businesses, yours probably has a variety of physical assets, such as production equipment, office furnishings and a plethora of technological devices. But the largest physical asset in your portfolio may be your real estate holdings — that...

August 15, 2019

Measuring fair value for financial reporting purposes

The standard for valuing certain assets and liabilities under U.S. Generally Accepted Accounting Principles (GAAP) is “fair value.” This differs from other valuation standards that may apply when valuing a security or business interest in a litigation or mergers...

August 13, 2019

Philanthropic and family benefits of charitable lead trusts

A Charitable Lead Trust (CLT) is a great option for affluent families who wish to give to charity while minimizing gift and estate taxes. These trusts are most effective in a low-interest-rate environment, so conditions for taking advantage of...

August 8, 2019

Targeting and converting your company’s sales prospects

You may be spending considerable time and resources training and upskilling sales staff on cross-selling and expanding existing customer relationships. And this is, no doubt, a critical task. But don’t overlook the vast pool of prospects that want to...

August 6, 2019

2019 Q3 tax calendar: Key deadlines for businesses and other employers

With summer racing by in a whirlwind of vacations, BBQ’s, and celebrations, it is easy to let tax deadlines slip to the bottom of our to-do lists. Here are some of the key tax-related deadlines affecting businesses and other...

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Matter & Substance

Thoughts from our industry to help Businesses and Individuals

Thoughts from our industry
to help Businesses and Individuals