January 2026
Entering the New Year
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.
In This Issue:
- Practical strategies for managing a sudden financial gain
- IRS grants employers penalty relief for 2025 tip and overtime reporting
- The rise of concierge medicine: is it worth the premium?
- Buying back your time: everyday outsourcing
Practical strategies for managing a sudden financial gain
Are you equipped to handle a sudden financial gain? Learn four steps you can take to navigate tax planning and potential tax burdens associated with a financial windfall.
IRS grants employers penalty relief for 2025 tip and overtime reporting
The IRS is offering penalty relief for 2025 as employers struggle to comply with new reporting requirements for tips and overtime pay under the OBBBA. While businesses won’t face penalties this year for failing to separately report qualified tips, overtime compensation, and occupation codes, this transition period is explicitly temporary—and smart employers will use it to prepare for full compliance in 2026.
The rise of concierge medicine: is it worth the premium?
Concierge medicine offers a more personalized healthcare experience with longer visits, faster access, and fewer patients per doctor, but it comes at a premium. For busy professionals and families, the real question is whether it aligns with your health goals and lifestyle. Here’s what to consider before making the switch.
