DHG | Dixon Hughes Goodman LLP > Services > Tax

As our clients work hard to generate success and wealth, it is important that they look beyond their future and make plans accordingly so that their achievements remain in good hands. Though planning for the future and eventual inheritors can be complex and uncomfortable to face, wealth planning benefits are much greater if matters are confronted and handled sooner rather than later. Our Generational Wealth Planning team offers comprehensive services to help ensure that clients take advantage of wealth management-related opportunities.

Our clients face significant tax liabilities and difficult decisions on how to structure the transfer of family wealth to the next generation. We deliver potential solutions to these challenges. With three very thorough and client-specific phases, our Generational Wealth Planning team provides superior service that is tailored to the dynamic needs of our clients.

Estate Planning
Trust Planning
Gift Planning
Tax Planning with Insurance Trusts
Overall Wealth Asset Transfer Strategies
Business Valuation
Succession Planning

Experience

Our in-depth knowledge of estate and tax law dynamics affirms us as our clients’ trusted advisor and positions us to maintain the “quarterback” status needed to move most estate projects. DHG’s cohesive Generational Wealth Planning team allows clients to experience value while knowing they have the benefit of a team of credentialed tax, insurance and wealth advisors.

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Estate Planning Opportunities in Uncertain Times

Uncertain economic and political conditions can present estate planning opportunities for those who can opportunistically weather the storm to enhance generational wealth and minimize negative future tax consequences.

Top Planning Considerations for Required Minimum Distributions in 2020

Recent legislation has significantly impacted tax and financial planning for individuals in 2020, specifically from the Setting Every Community Up for Retirement (SECURE) Act and the Coronavirus Aid, Relief, and Economic Security (CARES) Act. Required Minimum Distributions (RMDs), which are required by U.S. tax law for certain tax-deferred accounts (IRAs, Simplified Employee Pension (SEP) and Simple IRAs), were no exception to the impact, with some changes that are ongoing and others that are exclusive to 2020.

GrowthCast Episode 30: Succession Planning and Exiting a Business

Podcast | Aug 13, 2020
More About | Generational Wealth Planning | Succession | Wealth Management

Many business owners focus a majority of their time on the day-to-day operations of running and growing their company, concentrating more on the "now" than "what comes next". Sarah Charles with DHG Wealth Advisors joins us today to discuss what most business owners may have not considered or appropriately planned for - retirement, new investment opportunities and other long-term financial planning goals as it relates to succession.

Webinar Recordings

Personal Planning and What the CARES Act Means For You – A DHG Tax and DHG Wealth Advisors Financial Fitness Webinar

DHG Tax and DHG Wealth Advisors are pleased to launch a series of “Financial Fitness” webinars designed to answer important questions when it comes to personal financial and tax planning.

The SECURE Act and Your Retirement – a DHG Tax and DHG Wealth Advisors Financial Fitness Webinar

Webinar Recording | Virtual - webinar
More About | Generational Wealth Planning | Succession

Signed into law at the end of 2019, the SECURE Act – Setting Every Community Up for Retirement Enhancement Act – represents the most extensive change to retirement legislation since 2006. The SECURE Act aims to improve retirement confidence and security for individuals in the U.S. to gain easier access to retirement plans.

Year End Tax Planning for Large Businesses Webinar

Year End Tax Planning for Large Businesses Webinar

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