Matter & Substance

Thoughts from our industry
to help Businesses and Individuals

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...

October 21, 2015

Tax Basis Planning- Taking the Right Steps

In continuing our observation of NEPAW, I think it’s important to examine the increasingly effective, but often complex, area of tax basis planning. As discussed in my previous blog, the heightened importance of income taxes while planning one’s estate...

October 19, 2015

Estate Tax Planning Focus Shifts to Income Taxes

National Estate Planning Awareness Week is finally here, offering the perfect opportunity to reflect upon some of the increasingly important topics- such as the impact proper estate planning can have on your income tax bill. As the gift tax...

October 11, 2015

Fringe Benefits- What May be Missing

A business can offer many things as fringe benefits, so it’s a good idea to occasionally review the possibilities to see whether you might be missing something that could help you attract and retain the best employees. Many discussions...

October 11, 2015

Family Limited Partnerships- What You Should Know

Many businesses are focused on succession planning, which involves transitioning the ownership from or reducing the involvement of the founders of the company in anticipation of their retirement. One strategy is to transfer business to the next generation of...

October 1, 2015

Accounting For Digital Assets In Your Estate Plan

Can you remember all of your online passwords off the top of your head? Or do you have a list saved on your computer, which is of course password protected? Better yet, are your passwords “organized” in a clutter...

September 30, 2015

Objective Insight: What Advisory Boards Offer

It’s tough for anyone who runs a business to remain completely objective. You have so much invested (time, energy, money), and you’re so close to so many minute details, that a sizable amount of subjectivity is bound to enter...

September 20, 2015

Mitigating the Risks of IT Outsourcing

Many businesses outsource one or more of their IT functions with the goal of saving money. Yet if you don’t mitigate the risks involved, you could end up both losing out financially and failing to get the most from...

September 13, 2015

Tax Impacts of Acquisitions

If your company wants to acquire another business, you will need to anticipate many challenges. To improve your chances of success, it is important to devote resources to intensive tax planning before your transaction closes. During the purchase negotiations,...

September 10, 2015

The Importance of a Business Plan

Some entrepreneurs might disregard compiling a comprehensive business plan when starting their businesses, but it’s an absolute imperative when running a company. Why? Because your business plan can predict the future. When we started Mowery & Schoenfeld nearly 19...

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Matter & Substance

Thoughts from our industry to help Businesses and Individuals

Thoughts from our industry
to help Businesses and Individuals