Beyond Tax Season: Refocusing On The Road Ahead

April 28, 2026

Regrouping After Tax Season — With One Eye On The World


As we move through the second quarter of 2026, many investors are taking a moment to regroup after a busy tax season and reassess their financial plans for the remainder of the year. This period often brings renewed clarity with another year in the rearview, with new planning opportunities ahead.


Recent tensions surrounding the Strait of Hormuz have introduced a fresh wave of market volatility, reminding us how quickly global events can cause ripples, both negative and positive, in portfolios. As always, staying disciplined and focused on long-term strategy remains key during uncertain periods.

"At P&G, this quarter continues to represent a period of transition under CEO Shailesh Jejurikar's leadership. With each earnings call, we gain further insight into how the company is positioning itself amid both internal changes and broader economic pressures." - Q3 2026 The Procter & Gamble Earnings Conference Call.

At Beyond Wealth Partners, we're excited to share continued growth within our own team. We are thrilled to welcome Hunter Cloud, CFP®, CPA, a valued former colleague whose experience and deep familiarity working with P&G families make him a natural fit for our practice - and also expand the team's tax planning capabilities.


In this newsletter, we cover P&G's Q3 earnings report, a spotlight on our team member Hillary Peterson, and a few helpful resources as planning retakes the forefront on the other side of tax season.

A Night Out At The Reds Game


During this quarter, we will also host our latest client appreciation event: a night out at the Reds game. Every year, we love the chance to step out of the office and spend an evening with the families we work with - and this year we couldn't be more excited to host clients again!

June 3rd, 2026 - Reds vs Royals | first pitch @ 7:10 PM

Meet Hillary Peterson


Hillary is an integral member of the Beyond Wealth Partners team, helping ensure our operations run smoothly and efficiently behind the scenes. In her role as Client Services Manager, she helps coordinate client onboarding, serves as a primary liaison with our custodians, and works to address and resolve operational issues as they arise. Hillary is known for her thoughtful, detail-oriented approach and her strong commitment to our clients and our team. She brings a steady and reliable presence to every interaction, helping to create a seamless and consistent client experience.

P&G's Q3 2026 Earnings: What We're Watching


Our full write-up on P&G's third-quarter earnings will be published alongside this newsletter on April 24. We'll walk through the quarter's headline numbers, management commentary under CEO Shailesh Jejurikar, and what the results mean for current employees, retirees, and families with concentrated P&G positions.


Click here to read the full write-up

Planning Content for P&G Families


A few pieces our team has put together for P&G employees, retirees, and those considering retirement.


We'd Love to Connect


No matter where you are in your career with P&G — an experienced hire or a 30-year veteran of the company — our growing team is here to provide counsel and develop a plan tailored to the stage you're in.


Book a call

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