The Hidden Coordination Tax
Discover how disconnected tax, accounting, and financial advisors can create a costly “coordination tax”—financially and mentally—and learn how integrated advisory services can help you regain clarity and confidence.
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Record High Market? Time to Check Your Risk Score
Record market highs are the ideal time to review whether your risk score and portfolio still reflect your current goals, circumstances, and comfort with volatility. Learn how updating your risk score and rebalancing can help keep your investments aligned with your financial plan.
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Are You a Financial Drifter?
Learn how high-income families can overcome “financial drift” by integrating tax strategy and wealth management into a cohesive, intentional plan. Tannery Company helps professionals and business owners align their financial decisions to ensure their money serves their long-term life goals instead of moving by default.
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You Elected S-Corp. Your Commissions Didn’t Get the Memo
Maximize your tax savings by ensuring your S-Corp is structured correctly to handle CRE commissions. Learn why simply electing S-Corp status isn’t enough and how income restructuring is the key to reducing your tax bill.
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Is Your Insurance Coverage Still Right for Your Income? A 4-Point Review for High Earners
Ensure your insurance coverage reflects your current income and net worth with this essential 4-point review designed specifically for high earners and business owners. Learn how to bridge critical gaps in life, disability, umbrella, and long-term care policies to protect the financial legacy and business continuity you’ve built.
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The Most Valuable Financial Meeting of the Year Happens in July
Most people think tax planning happens in March. Investment reviews happen when the market gets volatile. Accounting gets attention when financial statements are due. And retirement planning? That’s something they’ll “get to someday.” The problem is that none of those decisions happen in isolation. At Tannery Company, we believe the best financial decisions happen when tax, accounting, and wealth management work together. …
