fbpx

855-555-5455

info@domaniwealth.com

Preparing Yourself for Year-End Tax Planning

Preparing Yourself for Year-End Tax Planning

“Opportunity is missed by most people because it is dressed in overalls and looks like work.” Even though Thomas Edison wasn’t talking about taxes when he made that statement, he might as well have been. Year-end tax planning can feel overwhelming when trying to...
The Pattern of Returns: How They Might Affect You

The Pattern of Returns: How They Might Affect You

Up one day and down the next. The market is constantly moving and focusing on these daily fluctuations can raise many questions in your mind. Will your portfolio help you meet your long-term goals amid the market ups and downs? What if you are taking withdrawals from...
Give to the Next Generation Without Tax Implications

Give to the Next Generation Without Tax Implications

Supporting our families is an important value, but sometimes, doing so fiscally can have tax implications. The IRS imposes an annual exclusion limit for making gifts to individuals. Going above this exclusion will potentially create gift tax consequences and count...