Sep 3, 2026 | Business Planning, Closely Held Business
While traditional banking continues to be the primary source for commercial lending, small businesses are beginning to take advantage of other nonbank alternatives. In fact, according to a Secured Research study, over 70% of small businesses said they shopped around... 
Sep 1, 2026 | Estate Planning, Tax News
Trusts are a foundational estate planning tool. They allow you to establish legally binding rules for asset distribution after your death. They also provide management guidelines during your lifetime. A trust can operate continuously while you’re healthy, during... 
Aug 26, 2026 | Featured News and Events
MCB is pleased to announce Rui Sun has been accepted into the AICPA Leadership Academy for 2026. This highly-competitive program brings together just 36 emerging leaders nationwide and is designed to enrich professional development, challenge participants to grow as... Aug 25, 2026 | Featured News and Events
Matthews, Carter & Boyce (MCB) is pleased to announce Kay Lee has been named a Top Financial Professional in Northern Virginia Magazine’s September 2026 issue. Kay is a Tax Director with the firm. With a career spanning more than twenty years, Kay joined MCB in... 
Aug 20, 2026 | Personal Financial Planning, Tax News
It’s halfway through the year, which is a great time for taxpayers to do a quick check to make sure they’re on a smooth track for the April 15 tax filing season, advises the IRS. It’s posted the following tips: Keep good tax records. Taxpayers should keep all... 