Tax Corner

Posted on January 3, 2023 by The Weekly Commentary

Fourth quarter estimated tax payments are due January 16, 2023.

Depending on your situation, these estimates may include federal, state, and/or local vouchers. If quarterly estimates were recommended when we prepared your 2021 return, they would be included with your tax return. If you requested a paper copy of your return, the instructions, vouchers, and envelopes were included in your tax folder. If you requested an electronic copy, the instructions and vouchers were included in your action-needed copy posted to your client portal.

Please follow the applicable instructions previously provided to mail your payment and voucher by January 16, 2023. There may be situations where the estimates were generated, but an overpayment was applied in full or partially. If your income or withholdings have significantly changed since last year and you still need to discuss these changes with your advisor, please get in touch with your tax preparer to review. If you change or do not make the estimate, please inform your tax preparer at tax filing time.

Valley National Financial Advisors, and its family of companies, has been in the Lehigh Valley since 1985. The company is independent and locally owned. As a respected and trusted organization, our relationships with many clients and their families transcend generations. We have the expertise to provide clients with financial strategies to effectively manage their existing assets and to provide for the eventual transfer of their wealth.

Our one-stop service model includes: Financial Planning – Investment Management – Estate Planning – Retirement Planning – Education Planning – Tax Planning & Preparation – Insurance Planning – Trust Services, offered as a Trust Representative Office of National Advisors Trust Company, FSB – ExecutiveEdgeTM, Personal Financial Planning for Corporate Leaders. Our services are provided by a team of objective professionals and managed by one contact person – your personal financial advisor.

Valley National Financial Advisors is proud home of the Lehigh Valley’s most CFP® – Certified Financial Planner Professionals^TM. Among other honors, Valley National has been voted Best Financial Planner in the Lehigh Valley seven times by the readers of Lehigh Valley Magazine, and ranked among FA Magazine’s Top RIAs and AdvisorOne’s Top Wealth Managers.

For more than years, our firm has been devoted to helping our clients to achieve their hopes, dreams and aspirations. This requires a delicate balance between the science of financial planning and the art of understanding the feelings and emotions of our clients and their families.

Meet Our Team of Experienced, Highly Educated Professionals

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