What You Need to Know About Required Minimum Distributions in 2020 Firm Blog | Jul 24, 2020 More About | Private Client Services | Generational Wealth Planning | Tax Reform | COVID-19 | Wealth Management Recent legislation, including the Setting Every Community Up for Retirement Enhancement (SECURE) Act and the Coronavirus Aid, Relief, and Economic Security (CARES) Act have created significant changes to RMDs – some of which are ongoing, and some of which are unique to 2020. Read More
Tax Planning Opportunities for Charitably Inclined IRA Owners Firm Blog | Jul 17, 2020 More About | Private Client Services | Generational Wealth Planning | Tax Reform | COVID-19 | Wealth Management Recent tax law changes have created both planning challenges and opportunities for owners of IRAs looking to maximize the after-tax value of their legacy. For IRA owners over 70½ who are philanthropically inclined, Qualified Charitable Distributions (QCDs) often provide the most tax efficient way of funding charitable goals. Read More
GrowthCast Episode 23: COVID-19 Impact on Financial Reporting Valuations Podcast | Jul 02, 2020 More About | Assurance | Generational Wealth Planning | Valuation Services | Mergers & Acquisitions | Performance & Growth | COVID-19 There's no doubt that COVID 19 has had and will continue to have a significant impact on the global economy. While it is anyone’s guess as to the depth and duration of that impact, it's important to remember that every situation is unique; the impact on companies and their assets' values will vary depending on industry, geographic location, and strategic response. Join Tanner Shaw as he discusses the impact that COVID-19 has had on financial reporting valuations. 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