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The American Rescue Plan Act of 2021:
 Understanding the 2021 Recovery Rebate Stimulus Payments

Submitted by Desmond Wealth Management, Inc. on March 16th, 2021

The American Rescue Plan Act of 2021 is now a done deal. Among the items of greatest interest to most Americans is a third round of stimulus checks — or IRS “recovery rebates”— of up to $1,400 for every “eligible individual.”

That’s the quick take, but what’s the fine print?

Tags:
  • Stimulus Payments
  • Tax Planning
  • tax return
  • Read more

New Stimulus Law Grants Eight Tax Breaks for Individual Filers

Submitted by Desmond Wealth Management, Inc. on February 20th, 2021

As you know, Congress passed a massive new stimulus bill that was enacted into law on December 27, 2020. Most of the public’s attention has been focused on the bill’s authorization of additional stimulus checks, new PPP loans and other aid targeted to struggling businesses.

Tags:
  • tax return
  • Read more

An Evidence-Based Approach to ESG Investing Part 2: How Do We Measure “Good”?

Submitted by Desmond Wealth Management, Inc. on February 10th, 2021

As we covered recently, environmental, social, governance (ESG) investing is a relatively new approach for investing “ethically,” however you define the term.

Tags:
  • ESG Investing
  • investment
  • Portfolio goals
  • Read more

Interaction between PPP Loans and the Employee Retention Credit

Submitted by Desmond Wealth Management, Inc. on February 10th, 2021

The Consolidated Appropriations Act, 2021 (CCA), which was passed by Congress and signed by the president late last December, included a very tax-beneficial provision that liberalized the interaction between PPP loans and the Employee Retention Credit (ERC). Prior to its passage, if an employer obtained a Paycheck Protection Program (PPP) loan, the employer was ineligible to claim the ERC.

Tags:
  • Paycheck Protection Program
  • tax return
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Investing is Not a Game

Submitted by Desmond Wealth Management, Inc. on February 2nd, 2021

“You can’t invest without trading, but you can trade without investing.… [T]hinking you’re investing when all you’re doing is trading is like trying to run a marathon by doing 26 one-mile sprints right after the other.” — Jason Zweig

Tags:
  • investment
  • Stock Market
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How Biden’s Rescue Plan Might Impact Your Taxes

Submitted by Desmond Wealth Management, Inc. on January 25th, 2021

President Biden released his “American Rescue Plan” on January 14. It is a wish list of proposals he wants Congress to enact to address the COVID-19 pandemic and associated economic crisis.

Tags:
  • tax return
  • Read more

QUARTERLY MARKET REVIEW - Q4 2020

Submitted by Desmond Wealth Management, Inc. on January 8th, 2021

Today, let’s pause and take a moment to reflect on the wondrous powers of small, quiet acts.

Tags:
  • investment
  • Portfolio goals
  • Read more

COVID-19 Relief Bill Addresses Key PPP Issues

Submitted by Desmond Wealth Management, Inc. on January 7th, 2021

By Jeff Drew at Journal of Accountancy
Updated: December 27, 2020

President Donald Trump on Sunday night signed into law the $900 billion COVID-19 relief bill passed Dec. 21 by Congress.

Key provisions in the bill include:

Tags:
  • COVID-19
  • Financial Planning
  • Paycheck Protection Program
  • Read more

An Evidence-Based Approach to ESG Investing Part 1: What Is ESG Investing?

Submitted by Desmond Wealth Management, Inc. on January 3rd, 2021

If there’s one trait nearly everyone shares, it’s a desire to make the world a better place. No wonder there’s so much interest in environmental, social, governance (ESG) investing. Who wouldn’t want to try earning decent if not stellar returns, while contributing – or at least causing less harm – to the greater good?

Tags:
  • ESG Investing
  • investment
  • Portfolio goals
  • Read more

Help Is on the Way – Emergency Coronavirus Relief Agreement Reached

Submitted by Desmond Wealth Management, Inc. on December 28th, 2020

After months of political bickering, Congress has reached an agreement on an emergency coronavirus relief bill, and the President has said he would sign it. Although not all the details are fully available yet, the following provides a good overview of the provisions affecting individual taxpayers and small businesses.    

Tags:
  • COVID-19
  • tax return
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Recent Blog Posts

  • The American Rescue Plan Act of 2021:
 Understanding the 2021 Recovery Rebate Stimulus Payments
  • New Stimulus Law Grants Eight Tax Breaks for Individual Filers
  • An Evidence-Based Approach to ESG Investing Part 2: How Do We Measure “Good”?

Archived Blog

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Categories

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  • Financial (16)
  • Financial Planning (4)
  • investment (18)
  • Paycheck Protection Program (2)
  • Planning (7)
  • Portfolio goals (127)
  • Retirement (11)
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