Is the IRS about to send you a surprise? Using payment apps like Venmo, PayPal, CashApp, or Stripe might shock you this tax season. However, the lowered 1099-K threshold for 2024 could also bring some positive changes, with more people than ever receiving this form. If you received payments for goods or services totaling over…
Hey there, Michael here. Happy Friday to our community of savvy financial planners and business owners. Whether you’re just starting your financial journey, navigating the middle stages, or nearing the later years of your life, achieving financial security requires a clear and simple plan. One of the most effective ways to approach this is by…
Every December 31st, I embark on a transformative journey by writing a letter that reflects on the past year and sets intentions for the next. Since 2008, this powerful practice has been my compass, guiding me through professional challenges, health setbacks, and treasured family moments. Here’s why it’s a game-changer and how you can experience…
In 2016, I wrote about The Jetsons—a nostalgic dive into their colorful, futuristic world and what it says about our own. (You can revisit that post here.) Eight years later, we’re into the AI “Jetson Economy.” Flying cars may not line our streets (yet), but smart homes, wearable tech, and more screens than we can…
It’s that time of year—everyone’s Googling ways to lower their 2024 taxes. But with only days left, is there anything you can do? Maybe. But probably not. You’re in good shape if you are working with Tannery Company as we continually work to ensure our clients have the best alternatives to minimize their income tax…
‘Twas The Night Before Christmas (2024 Version) ‘Twas 33 days till Christmas, and all through the house,Our wallets were shrinking, including my spouse’s.The gifts were picked on my phone with no care,But the credit card balance—yikes, beware! Hey 
– Michael, here. Happy Friday, November 22nd. The holidays have pulled up to the curb, and…