News & Views

Getting married triggers significant tax changes that catch many couples off guard, from a new filing status that takes effect the moment you say “I do,” to withholding gaps that can result in an unexpected tax bill in April. Beyond filing and withholding, newlyweds also need to address name and address updates, healthcare coverage decisions, HSA eligibility changes, and dependent-related credits before year-end. Tackling these adjustments proactively, rather than waiting until tax season, helps couples avoid penalties, protect their refunds, and start their financial life together on solid footing.

For many businesses, customer growth is often viewed as the primary driver of revenue improvement. While attracting new customers is important, companies often short-change an important discipline: regularly evaluating existing customer performance and identifying opportunities to strengthen profitability through better customer analysis and targeted strategies. Reviewing your customer roster can provide valuable insight into additional revenue opportunities.

Businesses that fail to regularly evaluate their compensation and retention strategies risk losing valuable team members to competitors offering stronger incentives, more flexibility, and clearer growth opportunities. For business leaders, the seam between 1H and 2H is a fine time to review staff compensation and retention plans to ensure they remain competitive, sustainable, and aligned with long-term goals.

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.

For many businesses, conferences and trade shows represent an essential marketing and sales activity. These events offer valuable opportunities to generate leads, build relationships, and increase brand visibility. However, without a clear follow-up strategy, even the most promising conversations can fail to convert into meaningful business opportunities. Here are some tips on how to approach follow-up in a more structured and results-driven way.

Think your tax refund is just “extra money”? It might actually be a sign that your withholding is off, and that the IRS has been holding your money all year. This quick read breaks down how to fix that now, so you’re not stuck with a surprise bill (or a missed opportunity) next April.

Performance reviews have a reputation for generating awkward conversations and little real change, but the problem isn’t the concept itself. It’s that most businesses run them in ways that guarantee they won’t work. This article breaks down the common structural failures in traditional review processes and offers a practical, straightforward approach to building a system that improves accountability, reduces costly turnover, and provides leadership with better information for decision-making.

A practical guide to using a SEP IRA, SIMPLE IRA, or solo 401(k) strategically, covering contribution limits, deadlines, employee rules, tax planning, and when each plan makes the most sense.

Most households are sitting on more idle capital than they realize – it’s just tied up in closets, garages, and storage rooms. This article reframes spring cleaning as a financial exercise, exploring how unused possessions carry real costs, how clutter limits flexibility, and how a focused decluttering effort can convert dormant assets into liquidity, tax-efficient giving, and a simpler estate.

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.