Matter & Substance

Thoughts from our industry
to help Businesses and Individuals

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....

June 13, 2017

6 ways PTO banks can help your company

“I’m taking a sick day!” This familiar refrain is usually uttered with just cause, but not always. What if there were no sick days? No, we’re not suggesting employees be forced to work when they’re under the weather. Rather,...

June 9, 2017

Contemplate your company’s compensation philosophy

With busy season over (for now), employee reviews here, and recruiting season right around the corner, compensation is a hot topic around our office. If employees here are talking about it, it seems safe to say that employees at your...

May 30, 2017

Geneva Group International – 2017 European Conference

I recently attended the Geneva Group International (GGI) European Conference in Brussels, Belgium where I had the opportunity to interact with accountants and attorneys from across Europe and North America. Our membership in GGI gives us the opportunity to...

May 26, 2017

A Review of How the States Got Their Shapes By Mark Stein

As an avid follower of History and Geography (my best categories on Trivial Pursuit), I really enjoyed “How the States Got Their Shapes” by Mark Stein. The book begins with the history of American expansion from sea to shining...

March 21, 2017

Are your employees trained to guard against risk?

Many companies, especially smaller ones, minimize in-house training to cut costs. But the current business environment – with its hard-to-predict changes, external threats, and regulatory demands – is causing some owners to rethink this strategy. A strong training program can not...

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Matter & Substance

Thoughts from our industry to help Businesses and Individuals

Thoughts from our industry
to help Businesses and Individuals