With Tax Day just days away, REDW Wealth Principal James Karberg joined Arizona’s Family 3TV/CBS 5 to offer straightforward guidance for the many Arizonans facing a tax bill this season.
In the segment, James reframed what it means to owe — making the case that a tax balance isn’t a sign of failure, but simply a cash flow issue resulting from under-withholding throughout the year. From there, he walked viewers through practical next steps:
- file on time regardless of ability to pay,
- research the full liability including potential penalties, and
- explore IRS installment plans as a structured path forward.
He also addressed when borrowing to pay taxes might make sense and why it only works with a clear repayment strategy in place. For those looking ahead, James outlined how to adjust W-4 withholdings or quarterly estimated payments now to avoid a repeat next filing season.
Watch the full interview below.
About REDW Wealth LLC
Founded in 1997, REDW Wealth LLC is an SEC-registered investment advisory firm subsidiary of REDW LLC. With offices in Albuquerque and Phoenix, the REDW Wealth team provides financial planning, investment management and consulting, and estate planning services to individuals, families, businesses, institutions, and Tribal entities and manages more than $866 million in assets under management. For more about REDW Wealth, visit REDW Wealth online at redw.com/wealth, or connect on LinkedIn at linkedin.com/company/redw-wealth-llc.
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