Your Refund Isn’t Free—It’s a Missed Opportunity Think of it this way: If a friend borrowed $5,000 from you and paid it back a year later, you’d be happy to have your money back—but wouldn’t you rather have access to it all along? That’s exactly what happens when you overpay your taxes. Instead of waiting…
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…
Happy Friday! Cooper here. At Tannery Company, we know that your clients are at the heart of your business. The relationships you build with them can shape your success—and what better way to show appreciation than with a thoughtful gift? But before you stock up on gourmet baskets or monogrammed tumblers, let’s talk about how…
Every prospective client who walks through our doors is overpaying taxes—yes, every single one. The financial impact is substantial. Whether it is due to a lack of long-term strategy or simply missing out on tax-saving opportunities, most people don’t even realize it. And for business professionals and owners, this isn’t just about saving a few…
Hey – Michael here. As discussed last week, tax planning is often the most overlooked yet potentially lucrative aspect of your business and personal financial strategy. Let’s dive deeper into why it’s critical and how it can serve as your financial goldmine. Tax planning is far more than a routine task—it’s a strategic necessity. Effective…