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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