Tax season is more than a filing deadline—it’s a powerful planning opportunity. In this article, we explore how individuals, retirees, and business owners can use tax season as a strategic checkpoint to improve after-tax income, align income planning decisions, and gain clarity for the year ahead—especially for those navigating the unique tax considerations of the New Jersey and New York Metro area.
For business owners, benefits planning is more than an annual task—it’s a strategic opportunity to support employees, manage costs, and strengthen the business. This article outlines a smarter, more proactive approach to benefits planning and introduces a 2026 checklist designed to help owners prepare earlier, align benefits with business goals, and make more informed decisions.
Use this step-by-step guide to prepare for a smooth and successful health insurance renewal or benefit plan update — whether you’re a team of 5 or 50.
For business owners, the health and happiness of their team directly affects the health of the business. Offering competitive, affordable benefits isn’t just a perk, it’s a driver of retention, morale, and profitability. That profitability, in turn, supports the personal financial goals of the owner.
James Korzik Returns to Seton Hall for ‘Get Hired’ Workshop
Thank you for your trust and partnership. Here’s to continued growth—and to guiding with purpose for many years to come.