As the year enters its final stretch, now is the time to look ahead and make sure you’re prepared for what comes next. From year-end tax planning and upcoming federal tax changes to evolving rules and reporting responsibilities, a little preparation today can help prevent surprises tomorrow. This month, we’re sharing insights to help you ask the right questions, make informed decisions, and finish 2026 on solid footing.

September is a season of transition. It’s a time to take stock of what’s working, make thoughtful adjustments, and prepare for what lies ahead. Whether you’re managing a business, planning your finances, or looking for new opportunities, the decisions you make today can have a lasting impact. This month’s insights offer practical guidance to help you build on your progress, navigate change, and make the most of the opportunities ahead.

Big financial decisions rarely happen by accident and neither do the best outcomes. In this month’s issue, we look at the proactive strategies that help business owners and nonprofit leaders reduce risk, protect value, and make informed decisions before opportunities or challenges become costly mistakes. Whether you’re growing, selling, or strengthening your organization, these insights can help you move forward with confidence.

To honor the semiquincentennial of our nation, this month’s issue of Smart Tips is about the American advantage with great reads about enterprise and business wisdom. We offer a backward glance at entrepreneurship in early America with rhetoric about how our Founding Fathers created the first business models, how their strategic thinking and wisdom provided an edge to American enterprise, how comeback from failure built stronger businesses, and how the next generation of entrepreneurs will use the timeless principles established from our beginnings to build the future. Enjoy this tribute to the history, endurance and success of America’s entrepreneurs and economy.

Summer may be arriving, but financial and tax planning continues year-round. This month’s issue brings together insights designed to help readers stay proactive, informed, and prepared, with guidance focused on timely decisions, evolving priorities, and opportunities worth exploring before the year moves further ahead.

May is more than a fresh start, it’s a chance to clean up what’s been overlooked and set better systems in motion. Whether it’s tightening up your finances, rethinking how your team performs, or making more intentional long-term decisions, small adjustments now can lead to meaningful results later.

As spring unfolds, it brings a natural opportunity to reassess, refine, and move forward with intention, financially and strategically. This issue highlights key financial considerations, from managing rising costs to making informed structural decisions, so you can stay prepared, and on track for the months ahead. Here’s to making informed decisions and staying ahead this spring.

This month’s issue covers key topics for individuals and business owners alike, including innocent spouse relief, common living trust misconceptions, S-corporation basics, and the IRS’s new deduction for qualified overtime compensation. Each article is designed to provide practical insights to support informed financial and tax decisions.

This February issue of Smart Tips is all about clarity and opportunity. From helping parents understand new savings tools for children to exploring tax-smart gifting and retirement strategies, we’re covering topics that can make a meaningful difference over time. Whether you’re laying a financial foundation for the next generation or fine-tuning your own plans, these insights are designed to help you move forward with purpose and confidence.

A new year brings new decisions. In this issue, we explore practical strategies for managing sudden financial gains, key IRS penalty relief employers need to know for 2025, the growing role of concierge medicine, and smart ways to reclaim your time through everyday outsourcing. Insightful guidance to help you make confident financial choices in the year ahead.

Year-end is near, and this issue of SmartTips is our gift to business owners. With tips on how to turn seasonal shoppers into loyal customers and lessons for structuring your workday to raising financially savvy kids and the tax perks of hiring your child, we’ve gathered some great information for you and tied it up with a bow.