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Tax Planning

You May Need to File Estimated Tax Payments

Submitted by Desmond Wealth Management, Inc. on May 15th, 2022

Estimated tax payments are not just for the self-employed. They are for anyone whose withholding and tax credits are significantly less than their projected tax liability, and if used properly, can protect a taxpayer from underpayment penalties.

Tags:
  • Tax Planning
  • tax return
  • Read more

Tax Planning in Turbulent Times Part 3: Tax-Wise Financial Planning

Submitted by Desmond Wealth Management, Inc. on January 3rd, 2022

In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing.

However, tax planning isn’t just for your investments. Life happens. Often, we cannot predict its next moves, but we can weave each event into the tax-planning fabric of your financial life.

Tags:
  • Financial
  • Tax Planning
  • Read more

Six Financial Best Practices for Year-End 2021

Submitted by Desmond Wealth Management, Inc. on December 11th, 2021

Believe it or not, another year has rounded third base and is dashing toward home plate. That said, there’s still time to make a few good plays in 2021 while positioning yourself to score more in the year ahead. Here are six financial best practices for the record books. 

Tags:
  • Charitable Giving
  • Estate Planning
  • Retirement
  • Tax Deductions
  • Tax Gain Harvesting
  • Tax Planning
  • Year-End
  • Read more

2021 Last-Minute Year-End Tax Strategies

Submitted by Desmond Wealth Management, Inc. on December 5th, 2021

Your goal should be to get the IRS to owe you money. Of course, the IRS is not likely to cut you a check for this money (although in the right circumstances, that will happen), but you’ll realize the cash when you pay less in taxes.

Tags:
  • Business
  • Tax Planning
  • Tax Reductions
  • tax return
  • Year-End
  • Read more

Tax Planning in Turbulent Times Part 2: Tax-Wise Investment Techniques

Submitted by Desmond Wealth Management, Inc. on November 15th, 2021

In our last piece, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools for charitable giving, emergency spending, and estate planning.   

Tags:
  • investment
  • Tax Planning
  • Read more

Tax Planning in Turbulent Times Part 1: The Tools of the Tax-Planning Trade

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

Whether you’re saving, investing, spending, bequeathing or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No wonder people get nervous when there’s lots of talk about higher taxes, but little certainty on what may come of it, and who it might affect. 

Tags:
  • 401(k)
  • 529 Plans
  • DAF (Donor-Advised Fund)
  • Emergency Fund
  • Estate Planning
  • Financial Planning
  • HSA (Healthcare Savings Account)
  • Retirement
  • Roth IRA
  • Tax Planning
  • Traditional IRA
  • Read more

Fall Tax Planning May Be Wise

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

Taxes are like vehicles in that they sometimes need a periodic check-up to make sure they are performing as expected, and if ignored, can cost you money. That is true of taxes as well, especially for 2021, as the pandemic benefits begin to wane and President Biden’s tax proposals loom.

Tags:
  • Tax Credit
  • Tax Deductions
  • Tax Planning
  • tax return
  • Read more

Don’t Miss Out on the Employee Retention Credit

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

It’s hard to imagine that a small business does not qualify for some or all of the employee retention credit (ERC). 

Tags:
  • Business
  • Tax Credit
  • Tax Planning
  • tax return
  • Read more

Minimizing Tax on Social Security Benefits

Submitted by Desmond Wealth Management, Inc. on July 31st, 2021

Whether your Social Security benefits are taxable (and, if so, the amount that is taxed) depends on a number of issues. The following facts will help you understand the taxability of your Social Security benefits. 

Tags:
  • Financial
  • Retirement
  • Social Security
  • Tax Planning
  • tax return
  • Read more

Timeless Tips on Tax-Wise Investing - Part II: You and Your Tax-Wise Team

Submitted by Desmond Wealth Management, Inc. on April 12th, 2017

In Part I of our series on Tax-Wise Investing, “You and Your Investments,” we explored how to engage in year-round tax-wise investing by adopting your own best practices as well as by favoring fund managers who are likewise keeping a tax-efficient eye on their offerings.

Tags:
  • Asset Location
  • investment
  • Investment Advisor
  • Portfolio goals
  • Tax Planning
  • Read more
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