May 2026
Beyond Tax Season: What’s Next
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.
In This Issue:
- Avoid tax surprises: set up proper withholding now
- Performance reviews that work: a better approach to feedback, accountability, and results
- Which retirement plan is best for a self-employed owner: SEP, SIMPLE, or Solo 401(k)?
- Spring cleaning your home: turning physical clutter into financial return
Avoid tax surprises: set up proper withholding now
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 that work: a better approach to feedback, accountability, and results
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.
Which retirement plan is best for a self-employed owner: SEP, SIMPLE, or Solo 401(k)?
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.
Spring cleaning your home: turning physical clutter into financial return
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.
