Mid-Year Tax Checkup: Adjusting Your Financial Strategy
Justin Henderson • June 11, 2025
As we reach the midpoint of 2025, it's an opportune time to reassess your financial and tax strategies. A mid-year tax checkup can help you:
Evaluate Income Changes: Adjust withholding or estimated payments if your income has changed.
Review Deductions and Credits: Ensure you're on track to maximize deductions and credits, especially with potential legislative changes on the horizon.
Plan for Upcoming Tax Obligations: Prepare for the second quarter estimated tax payment due on June 16 .
Taking proactive steps now can lead to a smoother tax season ahead.
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