Robert Bolt, MBA, CLU®, RICP®’s Post

📢 Reminder! Estimated tax payments for Q2 are due June 17th. The IRS requires that taxpayers who owe more than $1000 in any given year and expect to owe tax in the following year (by making the same or more), make estimated tax payments during the year. Pay easily online at the IRS website 💻 #TaxTips #EstimatedTax #IRSReminder #TaxPayment #TaxSeason #SmallBizFinance #SelfEmployed #TaxHelp #FinanceFriday #TaxDeadline

📢 Reminder! Estimated tax payments for Q2 are due June 17th. The IRS requires that taxpayers who owe more than $1000 in any given year and expect to owe tax in the following year (by making the same or more), make estimated tax payments during the year. Pay easily online at the IRS website 💻 #TaxTips #EstimatedTax #IRSReminder #TaxPayment #TaxSeason #SmallBizFinance #SelfEmployed #TaxHelp #FinanceFriday #TaxDeadline

Maximizing Tax Deductions: The Return of Personal Exemptions Learn about the upcoming changes to tax deductions and exemptions. Discover how personal exemptions are making a comeback, allowing you to claim more than just your children as dependents. Find out who qualifies and how you can maximize your tax savings. #TaxDeductions #PersonalExemptions #MaximizeTaxSavings #ClaimingDependents #TaxChanges #FinancialTips #TaxSavings #FamilyTaxBenefits #FinancialPlanning #TaxLawUpdates

Most taxpayers ignore the federal estate tax, thinking they will never be touched by it. Unfortunately, you do this at your own peril. Why? Because states often have this tax AND politicians have a habit of frequently changing the rules. The most recent change is scheduled to take place after 2025. #TaxTipTuesdays #EstateTaxes #MMRCPA

SIGNIFICANT TAX CHANGES ARE SET TO TAKE EFFECT IN 2026. You may have heard it before, but It’s crucial to prepare now to minimize the impact on your finances. Changes in estate and gift taxes, reduced standard deductions, and higher tax brackets, are some of the updates. Reach out soon and I’ll help you make the most of this opportunity #TaxChanges #TaxSunset #TCJA

For many Americans, it’s important to take advantage of every tax deduction and exemption available. A 529 Plan can help you save on your taxes while saving for a loved one’s future — how’s that for a win-win! Read the breakdown of tax benefits.: https://loom.ly/gAl_-U0 #TaxSavings #529Savings #taxbenefits #529plan #529savingsplan #theeducationplan #529account

📢 𝗧𝗮𝘅 𝗨𝗽𝗱𝗮𝘁𝗲 𝗳𝗼𝗿 𝟮𝟬𝟮𝟱! 💰 The IRS has increased the income tax bracket thresholds and raised the standard deduction for tax year 2025. This change could lead to potential savings on the returns due in April 2026! 💸✨ #TaxUpdate #IRSChanges #2025Taxes #TaxSavings #YourLocalLender

🔍 Tax Tip Monday: Did you know that paying your estimated taxes on time can save you from unnecessary interest and penalties? Stay ahead of the game and keep your finances on track! Mark your calendar for January 15th to make your Q4 estimated tax payment. 💡 Taking this small step now can prevent big headaches later! 💼💸 #TaxTip #EstimatedTaxes #StayPrepared #AvoidPenalties #FinancialSavvy #TaxPlanning

Did you know that there are a plethora of tax deductions waiting for you to take advantage of? Don't leave any potential savings on the table, stay informed and maximize your tax advantages! #TaxTipTuesday #HomeOfficeDeduction #TaxAdvantages

HISTORIC TAX CHANGES ARE AROUND THE CORNER. KEEP YOUR FINANCIAL FUTURE IN FOCUS Provisions that will be sunset in 2025 include lower marginal tax brackets, an increased standard deduction, and, most significantly, the federal estate and gift tax exemption. If you do not use your exemption while it is at a historical high, a significant portion of it may be lost. Keep your future in focus; reach out to me today. #2025taxsunset #TaxSunset #TCJA