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We Are Here for You: Desmond Wealth Management Response to COVID-19   Read More

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Financial Planning

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
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Tax Law Changes Allow Year-End Charitable Planning Opportunities

Submitted by Desmond Wealth Management, Inc. on November 13th, 2020

As the end of the tax year approaches, it is worth spending a few minutes reviewing some of the changes that have been made in the tax laws surrounding donations to charities. In some cases, this guide will serve as a refresher regarding revisions made over the last few years, while in other cases there have been COVID-related changes that you may not be aware of.

Tags:
  • Charitable Giving
  • Financial Planning
  • tax return
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Congress Adds More Uses for College Savings Plans (Sec 529 Plans)

Submitted by Desmond Wealth Management, Inc. on February 20th, 2020

On December 20, 2019, President Trump signed into law the Appropriations Act of 2020, which included a number of tax law changes, including extending certain tax provisions that expired after 2017 or were about to expire, retirement and IRA plan modifications and other changes that will impact a large portion of U.S. taxpayers as a whole.

Tags:
  • Financial Planning
  • tax return
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Six Financial Best Practices for 2020

Submitted by Desmond Wealth Management, Inc. on December 11th, 2019

What a year it’s been. Remember December 2018? As The New York Times reported at the time, “Stocks plunged in December [2018], posting their worst monthly loss since the financial crisis and the worst December since 1931 and the Great Depression.”

Tags:
  • Financial Planning
  • Portfolio goals
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