Tax Planning
Start Off on the Right Foot for the 2023 Tax Year
Submitted by Desmond Wealth Management, Inc. on January 29th, 2023Common Family Tax Mistakes
Submitted by Desmond Wealth Management, Inc. on December 27th, 2022Last-Minute Year-End Tax Strategies
Submitted by Desmond Wealth Management, Inc. on December 4th, 2022Six Financial Best Practices for Year-End 2022
Submitted by Desmond Wealth Management, Inc. on November 22nd, 2022Managing Gains and Losses in a Turbulent Year
Submitted by Desmond Wealth Management, Inc. on November 15th, 2022
It's been a rough Fall for the stock market - so much so that you should probably carefully review your portfolio and other capital transactions to minimize gains or maximize losses for the year. Remember, capital gains and losses are not just limited to stock transactions. For example, stock losses can offset the gain from the sale of a rental.
You May Need to File Estimated Tax Payments
Submitted by Desmond Wealth Management, Inc. on May 15th, 2022Tax 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.