Summertime — and the tax planning is … if not easy, easier. At this juncture in the calendar, individual taxpayers can assess their financial situation and take advantage of ample opportunities to identify and implement savvy moves that can yield benefits come tax time. We discuss some midyear tax-planning tips tailored to 2026.

You likely try hard to retain the customers you have. But when is it not worth it? In some cases, certain customers may be dragging your business down. It may seem counterintuitive to intentionally let go of customers but in some cases, it's wise to do so. Here are some strategies for evaluating the real value of your customers.

The questions we answer in this article are:

1. Can we make an exception to our self-insured health plan's waiting period?
2. What should a sponsor of a self-insured plan do after discovering ineligible employees enrolled?