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Year-End

Last-Minute Year-End Tax Strategies

Submitted by Desmond Wealth Management, Inc. on December 4th, 2022

The purpose of this article is to get the IRS to owe you money.

Of course, the IRS will not likely 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:
  • 401(k)
  • Business
  • Charitable Giving
  • Children
  • Financial
  • investment
  • IRS Safe Harbor
  • Retirement
  • Roth IRA
  • Tax Deductions
  • Tax Planning
  • Tax Reductions
  • tax return
  • Year-End
  • Read more

Six Financial Best Practices for Year-End 2022

Submitted by Desmond Wealth Management, Inc. on November 22nd, 2022

To say the least, there’s been plenty of political, financial, and economic activity this year — from rising interest rates to elevated inflation, to ongoing market turmoil.

Tags:
  • Financial
  • HSA (Healthcare Savings Account)
  • I Bonds
  • Inflation
  • Interest Rates
  • investment
  • Savings
  • Tax Planning
  • Tax Reductions
  • Tax-Loss Harvesting
  • Year-End
  • Read more

Managing 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.

Tags:
  • Financial
  • investment
  • Roth IRA
  • Tax Planning
  • Tax Reductions
  • Year-End
  • 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 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
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