Matter & Substance

Thoughts from our industry
to help Businesses and Individuals

December 7, 2016

Post-Election Proposed Transfer Tax Changes for 2017

As we approach the end of the year and the end of the tax planning season for 2016, there’s a lot of speculation surrounding the possible changes in tax law for 2017. Tax reform is a common goal of...

December 4, 2016

Thinking big is the first step toward growing your business

Nearly every business owner wants to grow his or her company, but with growth comes risk, and that can keep you from taking the steps necessary to move forward. Yet if you don’t think be enough to develop a...

November 30, 2016

Proposed Tax Changes for 2017

There is a great deal of speculation about the potential tax changes that will come from the Trump administration. The current proposals are, of course, subject to the legislative process and potential negotiation. The most recent proposals are summarized...

November 27, 2016

Ensure your retirement benefits provider is truly providing

Many retirement plan sponsors consider converting to new providers starting with the new plan year. For calendar year plans, that means January 1. If this is the case for your company, now is a good time to evaluate your...

November 14, 2016

How mentoring can improve your succession plan

Many business owners launch their enterprises with a business plan – the written document that outlines key strategic objectives and practical means of accomplishing them. Likewise, many of these business owners apply the same methodology to the succession plan,...

November 6, 2016

Mowery & Schoenfeld Celebrates 20 Years!

Today, November 7th, 2016, we are excited to celebrate the 20th anniversary of the founding of Mowery & Schoenfeld. Over the past 20 years, we have become a leading local firm in the Chicago market. We have been privileged...

October 31, 2016

Geneva Group International – 2016 Asia Pacific Conference

During the week of October 17, I attended the 2016 World Converence and the 2016 Asia-Pacific Regional Conference for Geneva Group International (GGI), our international association. The conference was held in Bangkok, Thailand. GGI is a leading association of...

October 24, 2016

Matter & Substance

Thoughts from our industry to help Businesses and Individuals

Thoughts from our industry
to help Businesses and Individuals