Hosts Taylor and Cody explain why the start of the year is the best time to move tax planning from an annual scramble to a year‑long strategy. With the individual 1040 season opening, they encourage proactive steps to avoid costly surprises.

Actionable tips include reviewing last year’s return, checking W‑4 withholdings and estimated payments, maximizing tax‑advantaged accounts (401(k), HSA), and scheduling a mid‑year tax check‑in. They stress regular communication with a tax advisor to spot opportunities and make small changes that compound into significant savings.

The episode emphasizes that tax planning is for everyone, not just the wealthy — thoughtful, timely decisions reduce taxes legally and lead to fewer surprises and better financial outcomes throughout the year.

A practical episode covering year-end tax tasks: issuing W-2s and 1099s, collecting W-9s, key deadlines, 2026 reporting changes, and tips for smoother tax-season planning.

In this episode Cody Melton sits down with Todd Fannin, founder of Tack Designs, to trace his journey from printing shirts to fund an international adoption to building multiple successful businesses serving national and industrial clients.

Todd shares key moments—landing big contracts, adopting the EOS operating system, financial rules like Profits First, and practical leadership and culture lessons—along with advice for entrepreneurs on scaling responsibly and managing cash.