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December 2020

Help Is on the Way – Emergency Coronavirus Relief Agreement Reached

Submitted by Desmond Wealth Management, Inc. on December 27th, 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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Tax Issues to Be Aware of as Year-End Approaches

Submitted by Desmond Wealth Management, Inc. on December 16th, 2020

It seems hard to believe, but the holiday season is almost upon us, and that means that the 2020 tax preparation season will soon follow. With the end of the tax year just weeks away, it may be appropriate (especially this year, in light of the financial havoc created by COVID-19) to review some year-end tax issues that might reduce your tax bite for 2020 or provide long-term tax benefits.

Tags:
  • Charitable Giving
  • Roth IRA
  • Tax Deductions
  • Tax Planning
  • tax return
  • Traditional IRA
  • Year-End
  • Read more

Year-End Financial Checklist: 4 Money Moves You Should Prioritize Now

Submitted by Desmond Wealth Management, Inc. on December 8th, 2020

If you can’t wait for 2020 to be over, you’re certainly not alone. However, don’t let the challenges of this year distract you from taking care of important end-of-year financial moves.

Tags:
  • Financial
  • Planning
  • Year-End
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Dividends in the Time of COVID-19

Submitted by Desmond Wealth Management, Inc. on December 7th, 2020

Many investors view dividend payouts as a reliable source of income. However, those expecting to receive consistent dividend income may have been surprised to see lower- than-expected dividend payouts following the onset of the coronavirus pandemic, when both market volatility and market declines were extraordinary.

Tags:
  • COVID-19
  • Dividends
  • investment
  • Portfolio goals
  • Read more

Recent Blog Posts

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Categories

  • Charitable Giving (2)
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  • Financial (16)
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  • investment (16)
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  • Planning (7)
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  • tax return (19)
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