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Archive by author: Adrian Vassallo, CPAReturn

Adrian has been a CPA for over 20 years and joined the DHG team in 2005. He started in the Financial Institutions practice and worked throughout the South until he became the firm's Business Development Executive in 2009. In 2017, he transitioned over to our Wealth Advisor practice. In this role, he works with clients that include retirees, young professionals, small business owners and families to provide financial clarity to their long term goals.

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Tips for Year-End Sharing Giving
If you are fortunate enough to be able to give back, ‘tis the season for planning your charitable donations. In addition to expressing your gratitude and contributing to the betterment of your community, charitable giving can also result in tax benefits and should be considered part of your year-end tax planning. Here are some considerations for your charitable contribution plan.
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Clay Thornton | AAMS®, AIF®

Bill Laird | CFA, CFP®

Jason Lunsford | MBA, CRPS®, AAMS®, AIF®, PPC™

This webinar, provided by DHG's Wealth Advisory Group, will focus on the basic skills and knowledge you need to better manage your money and plan for a happy and healthy retirement. Initially created internally for DHG and now available publicly.
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