IRS Estimated Tax Payment and Withholding Guide: Timing and Cash Flow Planning

Podcast

April 18, 2024

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

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Marci Spivey

Private Client Services Industry Leader

Partner, Cherry Bekaert Advisory LLC

Deborah Walker

Compensation & Benefits Leader

Director, Cherry Bekaert Advisory LLC

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