“I’d love to plan… but my accountant filed an extension weeks ago and still hasn’t gotten to my taxes.”
Sometimes… that’s true.
Sometimes it is the accountant. Slow turnaround. Too many clients. Radio silence.
And sometimes… it’s the business owner. Late documents. Disorganized books. Waiting until the last minute.
Either way…
It’s a problem.
Because now you’re stuck in the same place:
Waiting on last year… while this year keeps moving.
The best marketing ideas come from marketers who live it.
That’s what this newsletter delivers.
The Marketing Millennials is a look inside what’s working right now for other marketers. No theory. No fluff. Just real insights and ideas you can actually use—from marketers who’ve been there, done that, and are sharing the playbook.
Every newsletter is written by Daniel Murray, a marketer obsessed with what goes into great marketing. Expect fresh takes, hot topics, and the kind of stuff you’ll want to steal for your next campaign.
Because marketing shouldn’t feel like guesswork. And you shouldn’t have to dig for the good stuff.
But here’s what most people miss:
When your taxes aren’t done…
Everything else gets delayed.
You don’t know what you actually made
You don’t know what you actually owe
You can’t make smart decisions going forward
Blaming feels good.
But it doesn’t fix the system.
And the system is what keeps you in the cycle:
Rush → Extend → Wait → Repeat
Talk soon.
-Nate
PS: If you want to break that cycle…
Schedule a meeting with me, we’ll get you filed by the 15th, then start planning your 2026 tax year.
Nate Lewis CFP®, EA |
Lewis Wealth Management Group |
Investment Advice is offered through Belpointe Asset Management, LLC. 500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521. Additional information about Belpointe Asset Management is available on the SEC’s website at www.adviserinfo.sec.gov. It is important to read the disclosures available at this link https://belpointewealth.com/disclosure/ |
Please contact your investment advisor representative if there are any changes in your financial situation or investment objectives. Past performance is no guarantee of future returns. |
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