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Archive by tag: tax planningReturn
Tax Planning Opportunities for Charitably Inclined IRA Owners
Over the past few years, tax law changes have created planning challenges and opportunities for owners of IRAs looking to maximize the after-tax value of their legacy.  We covered one key strategy, Roth conversions, in our DHG Insights feature Examining Roth Conversions in the Current Legislative Landscape.  For charitably inclined IRA owners over 70 ½, Qualified Charitable Distributions (QCDs) often provide the most tax efficient way of funding charitable goals.
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Financial Fitness Webinar - Balancing Cash Flow Versus Deductions, a Webinar for Small Business Owners
A joint webinar from DHG Wealth Advisors and DHG Tax targeted towards small business owners such as sole proprietors and flow through entities. We will be focusing on the perspective of the individual who owns the business, not the business itself.
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Examining Roth Conversion in the Current Legislative Landscape
The tax-free growth that Roth Individual Retirement Accounts (IRAs) offer have long made them a desirable planning tool, but paying taxes on the initial contribution or conversion can be cost prohibitive, which is why many people prioritize tax-deferred savings for retirement. However, three significant pieces of legislation present unique tax planning considerations in 2020 that take advantage of the many benefits of a Roth IRA.
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Financial Fitness Webinar - Personal Planning and What the CARES Act Means For You
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. Our first session features a panel discussion that examines how individuals are impacted by several key provisions of the recently passed CARES Act, as well as personal planning considerations in the current market environment to keep you focused on your long-term objectives.
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