Matthews, Carter & Boyce

10/27/2026

What are donor advised funds and are they right for you?

Donor-advised funds (DAFs) offer immediate tax benefits while allowing charitable grants to be distributed over time. They simplify charitable giving by handling investments, grant processing, and administrative tasks through a sponsoring organization.

Potential advantages include tax-efficient giving and donation flexibility, but donors should consider fees, control limitations, and distribution policies.

Learn more and follow us for more tax tips throughout the year!

Learn how a Donor-Advised Fund can enhance your giving strategy and provide immediate tax deductions for your contributions. MCB CPA Firm.

10/20/2026

HIRING ALERT

We are seeking a Principal or Partner-level professional to step into a successor role within our Estate Tax and Trusts practice.

This person will take over a significant portfolio of high-net-worth client relationships and will serve as a firmwide subject matter expert on trust, estate, and gift tax.

We are seeking a hands-professional, dedicated to mentoring the team, and building the relationships that keep the practice growing.

Learn more and apply here:
https://mcb.cpa/jobs/estate-tax-and-trusts-principal-partner-track-successor/

10/14/2026

Just back from Small Business Investor Alliance's National Summit!

Three days of high-caliber networking, sharp industry insights, and the conversations shaping the future of lower middle market investing. Proud to be a SBIA sponsor!

https://lnkd.in/e9PV2xf2

10/08/2026

Congratulations to our senior manager Rui Sun who was a featured speaker at DataSnipper Connect ’26 in NYC! The event was a gathering of industry leaders transforming the future of financial operations through leading-edge technology and intelligent automation.

Rui co-presented with KPMG’s Christopher Des Rosiers on CPE session, “From Compliance to Insight: Elevating the External Audit Experience.” The session explored how external audit practitioners are moving beyond checkbox compliance to deliver deeper insight and greater value, exploring how leading audit teams are transforming their day-to-day workflows to work smarter, faster and more strategically.

Well done, Rui! Learn more about Rui's presentation: https://mcb.cpa/rui-sun-presents-at-datasnipper-connect-26/

Industry leaders gathered at DataSnipper Connect ’26 to discuss AI, automation, and innovation in financial operations. MCB CPA Firm.

10/06/2026

It's always a good time to brush up on the nuts and bolts of IRAs including tax advantages, as well as withdrawal rules and penalties. Here's a quick overview to help you plan for year-end and the year ahead:

https://mcb.cpa/iras-taxes-rules-and-withdrawal-strategies/

Understand IRAs: Taxes and how they affect your retirement savings with traditional and Roth IRA options. MCB Accounting Firm.

09/29/2026

MCB is pleased to announce we have been named to the 2026 Accounting Today Best Accounting Firms to Work, ranked #18 on the Best Midsized Firms list.

Each year, Accounting Today identifies companies that build quality workplaces for employees, honoring accounting firms across the country. 2026 is the 11th year that MCB has been named to the list.

Congratulations to all the firms recognized this year!

Check out our official announcement:
https://mcb.cpa/mcb-named-to-accounting-todays-best-accounting-firms-to-work-for-in-2026/

Accounting Today

Matthews, Carter & Boyce earns a spot on the best accounting firms list for 2026. Discover what makes them exceptional. MCB CPA Firm.

09/15/2026

Join us next month at Small Business Investor Alliance's 2026 National Summit for Middle Market Funds!

The National Summit is the lower middle market’s premier networking and fundraising conference featuring impactful networking, top-tier industry content, and CapitaLinx — SBIA’s GP/LP matchmaking platform that connects institutional investors with lower middle market funds.

We are proud to sponsor SBIA programming and look forward to another great event. See you there!

https://sbia.org/national-summit-for-lower-middle-market-funds/

The National Summit for Lower Middle Market Funds is the lower middle market’s premier networking and fundraising conference.

09/10/2026

Are you behind on your taxes?

An offer in compromise may be an option. The IRS may accept an offer if determines that collecting the full tax liability is unlikely. It may also find that collecting the full amount would create economic hardship or otherwise be unfair. In some cases, there may be a legitimate dispute regarding the correctness of the tax debt.

The IRS encourages you to explore other payment options before submitting a request for an offer in compromise. These options include installment agreements. The IRS also recommends using the Offer in Compromise Pre-Qualifier Tool. This tool can help you determine whether you meet the basic eligibility requirements. It can also help you estimate a preliminary offer amount.

For info on how to qualify and the application process visit:
https://mcb.cpa/understanding-the-irs-offer-in-compromise/

f you are behind on your taxes and cannot afford to pay the full amount owed, an offer in compromise may be an option. MCB CPA Firm.

09/08/2026

Small business owners: have you considered a nonbank lender? You're not alone! Over 70% of small businesses said they shopped around to find the best loan terms from nonbank lenders.

Banks typically offer lower interest rates, can grant access to other financial services or can provide extended repayment schedules. But banks have strict rules for lending and the loan process can be lengthy and time-consuming.

Learn more about why nonbank lenders are growing in popularity: https://mcb.cpa/beyond-banks-alternatives-for-small-businesses/

Explore how small businesses are turning to nonbank lenders for better loan terms and flexibility in funding options. MCB CPA Firm.

09/03/2026

How much do you know about trusts? Not only do they allow you to establish legally binding rules for asset distribution, they also provide management guidelines during your lifetime. Trusts are particularly useful when family circumstances, asset types or long-term planning goals make a one-time asset transfer impractical or risky.

Learn more about trusts and when they're most helpful: https://mcb.cpa/the-value-of-trusts-in-estate-planning/

Learn how Estate Planning with trusts can simplify asset distribution and maintain privacy for your family after death. MCB CPA Firm.