Matter & Substance

Thoughts from our industry
to help Businesses and Individuals

August 1, 2019

Getting ahead of the curve on emerging technologies

Turn on your computer or mobile device, scroll through Facebook or Twitter, or skim a business-oriented website, and you’ll likely come across the term “emerging technologies.” It has become so ubiquitous that you might be tempted to ignore it...

July 30, 2019

Tax-smart travel: Where business meets pleasure

With summer upon us, vacations are at the top of everyone’s mind. If you’re self-employed or a business owner, you have a golden opportunity to combine a business trip with a few extra days of vacation and offset some...

July 27, 2019

Thinking about retiring to another state? Do not forget about taxes

When you retire, you may consider moving to another state — say, for the weather or to be closer to your loved ones. While it is not at the top of the list when preparing for a move, do...

July 23, 2019

Hire your children this summer: Everyone wins

If you’re a business owner, there are tax breaks (and other nontax benefits) on the table if you hire your children or grandchildren this summer. They can gain on-the-job experience, save for college and learn how to manage money. And you...

July 18, 2019

Predicting your company’s future performance

It’s common for you to associate your CPA with historical financial data and performance; after all, audits and tax returns typically report what has already happened. But don’t forget you can hire one to help predict how a company will...

July 17, 2019

Are health club memberships or on-site fitness centers an ERISA benefit?

More and more employers are contributing dollars toward the cost of health club memberships for employees. Some are even building their own on-site fitness centers. If your organization is considering either approach, you might wonder: Are health club memberships...

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

Matter & Substance

Thoughts from our industry to help Businesses and Individuals

Thoughts from our industry
to help Businesses and Individuals