Matter & Substance

Thoughts from our industry
to help Businesses and Individuals

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...

December 21, 2015

PATH Act of 2015 Permanently Extends IRA Charitable Rollover Provision!

The PATH Act of 2015, recently signed into legislation by the President, reaches more than just small businesses and their owners; there are provisions made permanent by this act that will affect individual taxpayers, too. What is the IRA...

December 20, 2015

Research Credit Made Permanent- With Two Enhancements!

The Protecting Americans from Tax Hikes (PATH) Act of 2015 was signed by the President on December 18, 2015. One of the most significant provisions of the law was to make the Research and Development tax credit permanent. Although...

November 23, 2015

Depreciation Tax Breaks Aren’t What They Used to be- Yet

Year-end tax planning for businesses often focuses on acquiring equipment, machinery, vehicles, or other qualifying assets to take advantage of enhanced depreciation tax breaks. Unfortunately, two “classic” depreciation breaks expired on December 31, 2014. Enhanced §179 expensing election- Before...

November 4, 2015

Charitable Giving as Seen Through an Estate Planning Lens

One of the most effective estate planning tools is also one of its most rewarding – charitable giving. If you happen to be charitably inclined, there are a plethora of techniques to choose from. The challenge is matching your...

November 2, 2015

A Shorter Cash Flow Cycle Means A Stronger Business

Cash flow issues can frequently arise when a company is growing very rapidly. Growth in sales results in more accounts receivable and potentially increased inventories and overhead costs. All of these items require the deployment of cash. The company’s...

October 22, 2015

Planning for Retirement Income

When it comes to retirement planning, you did exactly what you were supposed to do; maximized contributions to your retirement plan, maximized your employer’s contribution to your plan, and then let it grow unfettered until retirement. For many, your...

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Matter & Substance

Thoughts from our industry to help Businesses and Individuals

Thoughts from our industry
to help Businesses and Individuals