Tax Planning Secrets

Could you be leaving money on the table when it comes to taxes?   Nicholas St. George unravels the mysteries of effective tax planning. This episode is your lowdown on how proactive tax strategies can prevent unnecessary stress and ensure that Uncle Sam doesn’t get more than his fair share. With relatable humor and real-life examples, Nick dives into: (03:27) The importance of proactive tax planning and reassessing withholding and estimated payments (07:43) Maximizing contributions to tax-advantaged accounts to boost your financial health (11:52)Strategies for a smart portfolio rebalance and the importance of understanding tax efficiency (23:02) The nitty-gritty of keeping track of new tax changes to stay ahead (25:55)Why filing an extension isn’t the end of the world, but an opportunity for better planning Resources: Holistiplan Connect with Nicholas St. George:   St George Wealth LinkedIn: Nicholas St. George Facebook: Nicholas St. George Phone: [phone]