Year-End
Six 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.
Six Financial Best Practices for Year-End 2021
Submitted by Desmond Wealth Management, Inc. on December 11th, 20212021 Last-Minute Year-End Tax Strategies
Submitted by Desmond Wealth Management, Inc. on December 5th, 2021Tax 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.