Matter & Substance

Thoughts from our industry
to help Businesses and Individuals

July 16, 2019

Build long-term relationships with CRM software

Few businesses today can afford to let potential buyers slip through the cracks. Customer relationship management (CRM) software can help you build long-term relationships with those most likely to buy your products or services. But CRM software is not...

July 11, 2019

Leave your mark with a dynasty trust

If a prime objective of your estate plan is to leave a lasting legacy, a dynasty trust may be the right estate planning vehicle for you. And, thanks to the substantially increased generation-skipping transfer (GST) tax exemption amount established...

July 9, 2019

IRS raises valuation limits for employer-provided vehicles

One of the most popular fringe benefits for employees at many organizations isn’t an insurance plan or a health club membership; it’s shiny chrome and steel — a vehicle. Providing a car, van or truck that an employee can...

July 2, 2019

Consider a Roth 401(k) plan – and make sure employees use it

Roth 401(k) accounts have been around for 13 years now, and they are gaining popularity as more employers are offering them each year. A recent study by the Plan Sponsor Council of America (PSCA) found that Roth 401(k)s are now...

June 27, 2019

The simple truth about annual performance reviews

There are many ways for employers to conduct annual performance reviews. So many, in fact, that owners of small to midsize businesses may find the prospect of implementing a state-of-the-art review process overwhelming. The simple truth is that a...

June 25, 2019

Beware if your estate plan leaves specific assets to specific heirs

Planning your estate around specific assets is risky and, in most cases, should be avoided. If you leave specific assets — such as homes, cars or stock — to specific people, you may inadvertently disinherit them. Illustrating the problem...

June 18, 2019

Selling your home? Consider these tax implications.

Spring and summer are the optimum seasons for selling a home. And interest rates are currently attractive, so buyers may be out in full force in your area. Freddie Mac reports that the average 30-year fixed mortgage rate was...

June 13, 2019

Buy vs lease – Business equipment edition

Each day we are faced with choices: paper or plastic, chocolate or vanilla, regular or decaf. For businesses, a common conundrum is buy or lease. You’ve probably faced this decision when considering office space or a location for your...

June 11, 2019

Which expenses can’t be written off by your business?

If you read the Internal Revenue Code (and you probably don’t want to!), you may be surprised to find that most business deductions aren’t specifically listed. For example, nowehre does the Code explicitly state that you can deduct office...

June 6, 2019

Reap the benefits of lean accounting

Standard cost accounting doesn’t necessarily work for lean operations. A simplified reporting alternative that generates more timely, relevant financial data, lean accounting could be the answer for you. But it’s not right for every situation. What’s lean manufacturing? Lean manufacturers...

June 4, 2019

Make healthcare decisions while you’re healthy

Estate planning isn’t just about what happens to your assets after you die; more importantly, its about protecting yourself and your loved ones. This includes having a plan for making critical medical decisions in the event you’re unable to make...

May 28, 2019

Put a QOE report to work for you

An independent quality of earnings (QOE) report can be a valuable tool in mergers and acquisitions. It’s important for both buyers and sellers to look beyond the quantitative information provided by the selling company’s financial statements. Quality matters There’s...

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Matter & Substance

Thoughts from our industry to help Businesses and Individuals

Thoughts from our industry
to help Businesses and Individuals