Skip to main content

  • Home
  • About 
    • An Integrated Solution
    • Our Team
    • Referrals
  • Our Services 
    • What We Do
    • Investment Consulting
    • Advanced Planning
    • Tax Management
    • Investment Philosophy
    • Advance Planning Philosophy
    • Fee Structure – Our Value to You
  • Resources 
    • WealthMatters Blog
    • Market Reports
    • Videos
    • Recommended Reading
  • Client Login
  • Contact

Covid-Notifications

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

    You are here

  1. Home
  2. Year-End

Year-End

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 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 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
  • Read more

  Let's Grab Coffee

Contact Us

Let’s sit down over a cup of coffee and talk.

Phone: (925) 932-1994
Fax: (925) 940-9500
 

Email: Info@desmondwealth.com 

1850 Mt. Diablo Blvd., Suite 630, Walnut Creek, CA 94596

Get Directions

Subscribe to Our Monthly eNewsletter

* indicates required

View previous campaigns.

 
 

 

  • Sitemap
  • Legal, privacy, copyright and trademark information

© 2022 Desmond Wealth Management, Inc. . All rights reserved.

Website Design For Financial Services Professionals