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Year-End

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 Planning
  • 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

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