Taking Stock with Steele
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Taking Stock with Steele is our newsletter where we share our insights and expertise. Our goal is to ensure our clients are well informed. We shift through the noise and only bring important topics of discussion and planning points that are relevant and useful. We believe Knowledge Pays and we want our knowledge to pay for you.
If you were to buy a car and a few months later realize you overpaid, would you feel positive feelings about the rightful refund you received, or would you just feel like you got what you were entitled to? Getting a tax refund is akin to getting a refund on virtually anything else. Despite the words being same, many people tend to have a ‘lottery win feeling’ toward a refund of the tax kind, likely because you didn’t feel entitled to a refund before you were aware of it or because of the feel good and funny marketing associated with tax refunds. But don’t be fooled!