Recorded webinar
Halfway There: Your Mid-Year Tax Strategy Session
- Date
- Thursday, June 5, 2025
- Format
- Recording available · 1 hour
Speakers
- Mitchell Baldridge, CPA, CFP®Co-founder & Managing Partner, Visor
- Evan BaldridgeCOO, Visor
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Halfway through the year is the right time to check whether your tax strategy is keeping up. Mitchell and Evan walk through what to review before the second half.
What's covered
- Evaluating your performance to date and adjusting your strategy
- Preparing for the June quarterly estimates deadline
- Tax-saving opportunities you might be missing
- Using retirement planning for tax savings