GrowthCast Episode 04: Importance of Maintaining a Long-Term Perspective Podcast | Apr 14, 2020 More About | Generational Wealth Planning | Investment Management | Wealth Management Host John Locke welcomes DHG Wealth Advisors president Will Sneed to discuss the importance of maintaining a long-term perspective. Read More
Personal Planning and What the CARES Act Means For You Publication | Apr 14, 2020 More About | Generational Wealth Planning | Tax | COVID-19 The COVID-19 pandemic has affected numerous aspects of our daily lives. We are isolated from friends and family, forced to change long-awaited plans and unsure of what the economic future holds. Things that felt important six weeks ago may suddenly feel unimportant or even be forgotten entirely, but it is critical to maintain a long-term perspective when it comes to investing and planning, even in the face of short-term disruption. During these stressful and uncharted times, it is important to stay focused on preserving both your physical and mental wellbeing, along with your financial wellbeing. Read More
What You Need to Know About the SECURE Act and 2020 Tax Extenders Alert | Mar 16, 2020 More About | Generational Wealth Planning | Tax | Succession Signed into law at the end of 2019, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), part of the Further Consolidated Appropriations Act, 2020 (H.R. 1865, P.L. 116-94), represents the most extensive change to retirement legislation since the Pension Protection Act of 2006. The SECURE Act aims to make it easier for individuals to gain access to retirement plans and addresses current trends of people both living longer and choosing to delay retirement. The SECURE Act made several key changes that impact both businesses and individuals. Read More
Personal Planning and What the CARES Act Means For You – A DHG Tax and DHG Wealth Advisors Financial Fitness Webinar Webinar Recording | Virtual - Webinar More About | Generational Wealth Planning | Tax | Investment Management | COVID-19 | Wealth Management 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. Read More
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. Read More
Year End Tax Planning for Private or Small Businesses and Individuals Webinar Webinar Recording | Webinar More About | Generational Wealth Planning | Estate Tax Credits | Mergers & Acquisitions | Tax | Federal Corporate Tax | Tax Accounting | International Tax | Real Estate Tax | State & Local Tax | Cost Segregation | Sales and Use Tax | Research & Development Tax Credits | Transfer Pricing | Accounting Methods | Executive Compensation | Performance & Growth Year End Tax Planning for Private or Small Businesses and Individuals Webinar Read More
Year End Tax Planning for Large Businesses Webinar Webinar Recording | Webinar/Online More About | Generational Wealth Planning | Estate Tax Credits | Mergers & Acquisitions | Tax | Federal Corporate Tax | Tax Accounting | International Tax | Real Estate Tax | State & Local Tax | Cost Segregation | Sales and Use Tax | Research & Development Tax Credits | Transfer Pricing | Accounting Methods | Executive Compensation | Performance & Growth Year End Tax Planning for Large Businesses Webinar Read More