Tax Day might be over, but smart financial planning never stops! 🧾 In this episode of Gimme Some Truth, Clint Walkner and Alicia Vande Ven, CFP® share actionable strategies for handling estimated tax payments, improving your tax efficiency, and staying organized all year long. Whether you're self-employed, managing investments, or just want to avoid surprises next April, this episode is packed with tips! 📈
⏰ Timestamps:
00:00 – Welcome: After Tax Day reflections
01:00 – Transition from volunteer to professional tax preparation
03:00 – Why estimated tax payments matter
05:00 – How capital gains and bank interest affect your taxes
08:00 – Using federal and state online tools for estimated payments
10:00 – Tracking estimated payments properly
13:00 – Tax loss harvesting and gain harvesting explained
16:00 – Benefits of direct indexing in tax strategies
18:00 – Asset location: How to minimize taxable income
20:00 – Adjusting withholding for pensions, Social Security, and multiple incomes
24:00 – How donor-advised funds help manage charitable giving
27:00 – Importance of keeping accurate financial records
30:00 – Recommended tools and apps for expense tracking
33:00 – Monthly habits for easy tax preparation
35:00 – Key takeaways for a successful 2025 tax season
🔍 In This Video, You’ll Learn:
✅ How to avoid tax penalties with proper estimated payments
✅ Why asset location can save you money
✅ How to organize your financial records throughout the year
✅ Smart charitable giving strategies with donor-advised funds
✅ How to adjust withholding correctly for multiple incomes
👉 Subscribe for more tax planning advice, financial strategies, and smart money management tips!
#AfterTaxDay #TaxPlanning #EstimatedTaxes #FinancialPlanning #MoneyTips #TaxStrategies2025
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For more on this topic and others check out the blog on our website: https://walknercondon.com/blog/
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