Patriot Wealth - February 2025

The Deadline Dash Tips to Avoid Tax Day Tension

It’s time to cross your t’s and dot your i’s while you still can.

With only two months to go before the peak of another tax season, here are a few essential things to consider to ensure you file your return before it’s too late. A BRACKET BREAKDOWN In addition to meeting deadlines, estimating the federal income tax you’re likely to owe for 2024 is one of the best things you can do before meeting with your tax professional(s) to finalize your filing. Currently, there are seven federal income tax brackets, ranging from 10% to 37%:

Single Filers

Married Filing Jointly

TAKE A BREAK

10%

Up to $11,600

Up to $23,200

12%

$11,601–$47,150

$23,201–$94,300

22%

$47,151–$100,525

$94,301–$201,050

24%

$100,526–$191,950 $201,051–$383,900

Skillet Chicken in Creamy Sun-Dried Tomato Sauce

32%

$191,951–$234,725 $383,901–$487,450

35%

$243,726–$609,350 $487,451–$731,200

Inspired by LeCremeDeLaCrumb.com

37%

Over $609,350

Over $731,200

INGREDIENTS

DIRECTIONS

As a reminder, taxpayers over 65 can claim a senior deduction that lowers their federal taxable income.

• 2 tbsp butter • 5 boneless, skinless chicken thighs • 3 garlic cloves, minced • 2 tbsp herbes de Provence • 3/4 cup canned sun- dried tomatoes, drained and julienned • 1 cup chicken broth • 1/2 cup heavy cream • 2/3 cup shredded Parmesan cheese, plus more for serving

1. Melt butter in a large skillet over medium heat. Add chicken and cook for 7–8 minutes until browned and cooked through. Remove and set aside. 2. In the same pan, add garlic, herbes de Provence, tomatoes, chicken broth, cream, Parmesan cheese, lemon juice, pine nuts, and spinach and stir to combine. Bring to a boil, and stir periodically until thickened and spinach is wilted, about 3 minutes. 3. Return chicken to the pan and top with salt, pepper, more Parmesan cheese, and thyme, and serve over rice or linguine.

A SOCIAL SECURITY SNAPSHOT If you began receiving Social Security in 2024, you may be relieved to know these benefits are not taxed in North Carolina. However, some of your benefits may be taxed at the federal level, depending on your income. If your income is between $25,000–$34,000 on an individual tax return or $32,000–$44,000 on a joint filing, up to 50% of your benefits may be taxable. If your income exceeds $34,000 on an individual return or $44,000 on one filed jointly, up to 85% of your benefits could be subject to federal taxes. A BUSINESS TAX BRUSH-UP If you’re a business owner, be sure to follow all relevant state, federal, and local guidelines for properly categorizing and filing payroll taxes — especially if you have a mix of employees and independent contractors. Additionally, ensure you know the state tax laws for any remote workers outside North Carolina.

• 2 tbsp lemon juice • 1/4 cup pine nuts • 1 cup spinach

• Fresh thyme, for garnish • Salt and pepper to taste • Cooked rice or linguine, for serving

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