Matter & Substance

Thoughts from our industry
to help Businesses and Individuals

February 7, 2018

Is it time for your company to create a strategic IT plan?

Many companies take an ad hoc approach to technology. If you’re among them, it’s understandable; you probably had to automate some tasks before others, your technology needs have likely evolved over time, and technology itself is always changing. Unfortunately,...

December 18, 2017

The Tax Cuts & Jobs Act

With the release of a reconciled version of the Tax Cuts and Jobs Act (TCJA) from the House-Senate Conference Committee, we now have a better idea of how the final tax reform provisions will look. As promised, here are...

December 7, 2017

Pre-Tax Reform Planning Opportunities

NOTE: The information contained in this blog post may no longer be applicable. An update can be found at here. Tax Reform proposals in the House and Senate have been changing rapidly as Congress looks to complete a comprehensive...

November 27, 2017

StandOut 2.0 Book Review

I am attending a conference in December where the keynote speaker is Marcus Buckingham. I reviewed and read his book StandOut 2.0. Marcus had previously published “First, Break All the Rules,” and “Now, Discover Your Strengths.” These books helped...

October 2, 2017

Listen and trust: The power of collaborative management

Like many business owners, you may find yourself accustomed to running the show. But I’ve found that as our company has grown, I am better off sharing responsibility for major decisions. Whether it’s with experienced managers that we’ve recruited...

September 11, 2017

Envision your advisory board before you form it

Many companies reach a point in their development where they could benefit from an advisory board. It’s all too easy in today’s complex business world to get caught up in an “echo chamber” of ideas and perspectives that only...

September 5, 2017

An EAP can keep your top players on the floor

A good basketball team is at its best when its top players are on the floor. Similarly, a company is the most productive, efficient, and innovative when its best employees are in the right positions, doing great work. Unfortunately,...

August 29, 2017

Considering a spinoff? Think it through.

In popular culture, the word “spinoff” usually refers to a television show whose main characters originated from an already established show (think Trapper John M.D.). But the word applies to the business world, too. Here it describes a division...

August 22, 2017

Four principles of competitive intelligence

We live and work in the information age. As such, the opportunity to gather knowledge about your company’s competitors and industry as a whole has never been better. This practice – commonly known as “competitive intelligence” – can help...

August 9, 2017

Keeping your family business in the family

A successful family business can provide long-term financial security for you as its owner, as well as for your loved ones. To improve the chances that your company will continue to benefit your heirs after you’re gone, take steps...

August 1, 2017

Need a silver lining? Try the NOL deduction

The year isn’t over yet, but if your Company is off to a rough start, know that a silver lining may exist in the net operating loss (NOL) deduction. The rules A net operating loss occurs when a business’s...

July 26, 2017

Funding your buy-sell agreement

Anyone who owns a closely held business with at least one other partner needs to take certain steps to guard against business disruption. If one partner departs suddenly, or becomes disabled or dies, serious confusion and conflicts can ensue....

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Matter & Substance

Thoughts from our industry to help Businesses and Individuals

Thoughts from our industry
to help Businesses and Individuals