Justin's Estimated Taxes Advanced Training is Here!

Here's What You Get:

1. Immediate access to the Estimated Taxes Advanced Video Training. Inside this course, you will develop a thorough understanding of calculating your estimated taxes under the Safe Harbor Methods under a variety of dynamic circumstances, including:

  • What if you started the tax year basing your estimates on the Prior Year tax, but then your Current Year tax projection suddenly changes?

  • What if you started the tax year basing your estimates on the Current Year tax, but then your Current Year tax projection suddenly changes?

  • How do you change from the PY Safe Harbor Method to the CY Safe Harbor Method mid-year due to a change in facts & circumstances?

  • How do you start calculating your Estimated Taxes mid-year when you weren't calculating them at the beginning of the year?

  • How do you know where you're at regarding the Safe Harbor at any given point in time throughout the year?

  • What if you had uneven income (like Roth Conversions or Capital Gain Harvesting) at the beginning of the year? How do you calculate your estimates for the rest of the year?

  • What if you're planning for uneven income (like Roth IRA Conversions or Capital Gain Harvesting) at the end of the year? How do you adjust your estimates now to account for the additional income?

  • What if some of your uneven transactions had withholding on them and some of them didn't? How do you incorporate transactional withholding into your estimates calculation?

  • How do you utilize the election to treat withholding as occurring when it actually occurred within your estimates calculations?

  • What if you know you're underpaid in Q1, Q2 or Q3? What strategies can be utilized in Q4 to remedy the situation after the fact?

  • What is the difference between the Safe Harbor Method & the Annualized Income Installment Method, and how do you compare the two in order to decide which one is best for you?

2. You will receive a downloadable copy of Safe Harbor Estimated Tax Calculator that you saw Justin demonstrating on YouTube.

By watching Justin work through the estimated tax calculator and determine the safe harbor payments using a whole variety of dynamic situations and examples, you will develop an in-depth understanding of (1) how to handle your own estimated tax calculations all throughout the year, (2) how to avoid getting "dinged" with underpayment penalties and (3) how to employ strategies that can reduce or eliminate dings after the fact.

Purchase price $49 (one time payment)

I look forward to seeing you inside the training.

- Justin