Inattention to beneficiary designations and jointly titled assets can quickly unravel your estate plan.
If charitable giving is important to you, consider a donor-advised fund (DAF).
Hopefully, you already have a sound estate plan in place to protect the interests of your heirs and minimize potential estate tax liability. But that doesn’t mean you’re completely in the clear.
David Vaughan Investments, LLC (DVI) is pleased to announce that CNBC has ranked our firm 21st out of the top 100 Registered Investment Advisory (RIA) firms in the United States.
There’s a common misconception that when you retire, your tax bills shrink, your tax returns become simpler and tax planning is a thing of the past.
President Biden’s proposals for individual taxpayers were outlined in his April 28 address to Congress and in an 18-page fact sheet released by the White House.
On March 11, 2021, President Biden signed into law the American Rescue Plan Act (ARPA).
The Biden administration has announced several reforms to the popular Paycheck Protection Program (PPP) to bring greater relief to the smallest and most vulnerable businesses.
After months of negotiations in Washington, an agreement has been struck on a new aid package to address the ongoing fallout from the COVID-19 pandemic. The legislation has been passed by both the U.S.
David Vaughan Investments, LLC (DVI) is pleased to announce that CNBC has ranked our firm 33rd out of the top 100 Registered Investment Advisory (RIA) firms.