Each year, as the tax filing deadline nears, it is important to identify your projected tax payments and when to pay them so you can avoid submitting inaccurate tax returns. Staying up to date with the most recent Internal Revenue Service (IRS) withholding and estimated tax payment guidelines for individuals is also crucial in understanding how these regulations will affect your taxes. This podcast focuses on estimated tax payments, withholding and related cash flow planning.
The first episode of the joint podcast series between Cherry Bekaert’s Private Client Services group and Choreo, LLC, our strategic wealth management partner, features Cherry Bekaert’s Marci Spivey, Partner and Private Client Services Industry Leader, and Deb Walker, Compensation & Benefits Director, as they are joined by Michael Radford, Managing Director at Choreo, LLC. Together they discuss the details of estimated tax payments, withholding and tax-related cash flow planning.
Tune in to learn more about:
- Estimated tax payment and withholding guideline overview
- How withholding can help tax payment obligations
- Advantages of seeking advice from tax professionals
Related Insights
- TCJA: Estate & Trust Planning Update
- Charitable Remainder Annuity Trusts: Is Time Running Out?
- 2023 Year-End Tax Planning Checklist for Individuals
- Analyzing the Impact: Tax Relief for American Families and Workers Act of 2024
View All Private Client Services Podcasts