What you'll learn in this episode:
-How life changes—marriage, job changes, stock options—impact your tax
situation
-Why proactive tax planning is essential and how it differs from tax
preparation
-Key tax law changes to watch for and how they could affect your returns
-Tips for organizing your documents to avoid IRS surprises
-How to minimize tax penalties and make estimated tax payments work for you
-The benefits of working with a financial planner and CPA together
You'll gain advice on reducing tax stress, avoiding costly mistakes, and making smarter financial decisions throughout the year. Whether you're filing on your own or working with professionals, this episode will help you take control of your tax strategy.
Have questions or need tax planning guidance? Visit vlpfa.com to learn more.
Tune in now and start planning for a more successful tax season!
VLP Financial Advisors is an independent, full-service wealth services firm, with $1.19 B* in assets under administration as of 7/22/2024, with clients located nationwide. Our professionals work with families and individuals on financial planning, investment management, and retirement planning, as well as with corporate clients and their employees to create and manage retirement plans and employee education. We believe in partnering with our clients to help them align their financial decisions with their goals and vision for the future, so they can live greater at every life stage. We help clients live their best life through our VLP Live Greater Partnership Process. It’s our passion, and we’ll be with you every step of the way.
*Cetera Advisor Networks AUM $897 M., Fidelity Retirement AUM $169.4M, ADP Retirement AUM $125M. Securities and Advisory Services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. The views stated in this material are not necessarily the opinion of Cetera Advisor Networks LLC and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein.
Hosted by Rose Price, Financial Advisor; and Dan Lash, Financial Advisor; VLP Financial Advisors, 8391 Old Courthouse Rd, Suite 203; Vienna, VA 22182. 703-356-4360.
#tax #taxes #taxseason #taxplanning #investing #finance #financenews
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By: VLP Financial Advisors
Title: Tax Planning 2025 Big Changes & Smart Strategies #taxes #taxplanning #finance #financenews
Sourced From: www.youtube.com/watch?v=OfU_Tqk2lq0
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