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.

The number 529 has become synonymous with funding a journey into higher education. However, it's still critical for those looking to pay for a college or university tuition, or even that of a private elementary or secondary school, to look carefully at the details. This article specifically addresses Section 529 college savings plans, exploring the benefits and some key considerations.

Suggestion boxes can work wonders. They cost little to set up and, over time, at least a few of your employees' ideas will likely save your company money and help it operate more efficiently. This article offers eight steps to a successful suggestion box program. A sidebar provides a brief history of the suggestion box, which starts in 1894.

Fancy new equipment can be appealing, but is it really necessary? Some business owners invest in the most expensive piece of equipment available only to later learn it was far beyond their needs or the expertise of their employees. Then again, other business owners don't upgrade their equipment or buy only used assets, which may lead to all sorts of other problems. This article offers a five-point plan for buying assets in a safe and savvy manner.