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.

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.

It’s a new year, and we have new information for you to kick off 2026! With practical strategies for managing sudden financial gain and updates about penalty relief for 2025 tips and overtime reporting to the rise of concierge medicine and outsourcing to buy back your time, we’ve gathered some great news for you to begin this year’s journey.

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.

It’s the time of year when we all pause to count our blessings, and this issue of SmartTips is all about finding fulfillment in our personal and professional lives. Our team shares a reflection on gratitude and its healthful benefits, and we offer a lifestyle feature presenting the Danish spin on contentment, known as “hygge.” Tease your brain with November trivia and sink your teeth into our main story about the outlook for starting a small business in the coming year. Enjoy, and thank you for spending time with us.

Time for the final sprint of 2025 to begin. This month, SmartTips takes a look at all things autumn, from scary to sweet. Our team has content to help you tackle bloodsucking subscription fees and other hidden costs, as well as the monster hiding in everyone’s closet: cybersecurity anxiety. Don’t worry, we take the edge off with a salute to International Coffee Day and a fun roundup of horror movie trivia. Enjoy our first issue of Q4, and get ready to make a run for the holidays.