Inattention to beneficiary designations and jointly titled assets can quickly unravel your estate plan. Suppose, for example, that your will provides for all
If charitable giving is important to you, consider a donor-advised fund (DAF). A DAF — typically sponsored and managed by a community foundation or commercial
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
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
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. That may
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
On March 11, 2021, President Biden signed into law the American Rescue Plan Act (ARPA). The $1.9 trillion law is intended to provide far-reaching relief from
The Biden administration has announced several reforms to the popular Paycheck Protection Program (PPP) to bring greater relief to the smallest and most
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
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
On August 28, the IRS issued guidance that provides some explanation of how employers can defer withholding and remitting an employee’s share of Social