Matter & Substance

Thoughts from our industry
to help Businesses and Individuals

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

King Bhumibol Adulyadej of Thailand – A Servant Leader

When I arrived for my recent trip to Bangkok, I found the nation in mourning over the death of King Bhumibol. He had reigned for over 70 years and was the longest reigning monarch in the world. Although he...

October 9, 2016

Climbing the “hierarchy of needs” to find employee engagement

In 1943, psychologist Abraham Maslow set out his “hierarchy of needs.” This theory suggested that human behavior is a response to a variety of needs ranging from physical survival to self-actualization. At this point, you may be wondering, “what...

October 4, 2016

Four pillars of robust business growth

Many businesses (including Mowery & Schoenfeld) start out very small and somewhat simple. At least, it seems that way now. As we have grown, we have found the need for a stronger company infrastructure and increased operational sophistication. In...

September 28, 2016

Prevent expense report abuse with the right policies

I hate to say it, but most business owners tend to believe that expense accounts are padded. It is fairly common in business. The question then becomes whether the abuse extends beyond the threshold of tolerance. In order to prevent...

September 20, 2016

Section 179 and Depreciation Incentives Remain as Key Tax Saving Strategies

As tax planning season rolls around once more, many of our clients are taking advantage of provisions in the tax law relating to equipment purchases in order to enhance their operations while reducing their annual tax liability. In recent...

September 5, 2016

3 Keys to Strong Business Financials

We work with many successful companies across a wide variety of industries, providing financial leadership and advice. One thing that we do is look at common factors that help companies reach their goals. While every business needs solid internal...

June 20, 2016

The Search for Consistency: Form 8971 and the New Basis Reporting Requirements

In case you haven’t heard, the IRS has released a new form, and it is due in just 7 days. June 30, 2016 is the filing deadline for the newest member of the expansive family of IRS forms, Form...

May 14, 2016

Geneva Group International European Conference

I recently attended the 2016 European Conference for Geneva Group International in Warsaw, Poland. I was accompanied by my friend and colleague, Jed Ang, Tax Manager at M&S. The conference consisted of 200 member delegates from countries throughout Europe...

February 21, 2016

The Human Element: Obtaining, Developing, and Retaining Great Talent

I was recently asked to contribute to a survey of CPA Managing Partners by summarizing three unique practices that Mowery & Schoenfeld has used to hire, develop, and retain a great staff. It did not take me long to...

January 16, 2016

Book Review: The Four Obsessions of an Extraordinary Executive

Patrick Lencioni has continued his series of leadership fables by focusing on four impactful leadership principles the successful executive should have ingrained into everything that he or she does. He focuses on the CEO of a technology consulting firm,...

December 29, 2015

They’re Back! Depreciation Breaks Extended

For much of this year, uncertainty surrounded whether Congress would extend relief in the area of depreciation-related tax breaks. On December 18, clarity finally arrived with the passage of the Protecting Americans from Tax Hikes Act of 2015 (the...

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Matter & Substance

Thoughts from our industry to help Businesses and Individuals

Thoughts from our industry
to help Businesses and Individuals