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DVI Ink

After Tax Day: Take These Two Action Steps

Submitted by David Vaughan Investments, LLC on June 29th, 2022

The April tax filing deadline has passed, but that doesn’t mean you should push your taxes out of your mind until next year.

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A Beneficiary Designation or Joint Title Can Override Your Will

Submitted by David Vaughan Investments, LLC on March 23rd, 2022

Inattention to beneficiary designations and jointly titled assets can quickly unravel your estate plan.

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The Donor-Advised Fund: A Powerful Vehicle for Charitable Giving

Submitted by David Vaughan Investments, LLC on February 25th, 2022

If charitable giving is important to you, consider a donor-advised fund (DAF).

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Prepare for the New Year by Reviewing Your Estate Plan

Submitted by David Vaughan Investments, LLC on January 28th, 2022

Hopefully, you already have a sound estate plan in place to protect the interests of your heirs and minimize potential estate tax liability. But that doesn’t mean you’re completely in the clear.

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CNBC Ranks David Vaughan Investments No. 21 out of Top 100 Financial Advisory Firms

Submitted by David Vaughan Investments, LLC on November 15th, 2021

David Vaughan Investments, LLC (DVI) is pleased to announce that CNBC has ranked our firm 21st out of the top 100 Registered Investment Advisory (RIA) firms in the United States.

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5 Tax Planning Tips for Retirees

Submitted by David Vaughan Investments, LLC on September 20th, 2021

There’s a common misconception that when you retire, your tax bills shrink, your tax returns become simpler and tax planning is a thing of the past.

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President Biden Details his Tax Proposals for Individuals

Submitted by David Vaughan Investments, LLC on May 4th, 2021

President Biden’s proposals for individual taxpayers were outlined in his April 28 address to Congress and in an 18-page fact sheet released by the White House.

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The American Rescue Plan Act Provides Sweeping Relief Measures for Eligible Families and Businesses

Submitted by David Vaughan Investments, LLC on March 18th, 2021

On March 11, 2021, President Biden signed into law the American Rescue Plan Act (ARPA).

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PPP Revisions Target Smallest Businesses

Submitted by David Vaughan Investments, LLC on February 25th, 2021

The Biden administration has announced several reforms to the popular Paycheck Protection Program (PPP) to bring greater relief to the smallest and most vulnerable businesses.

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Congress Passes COVID-19 Aid Package Containing Billions in Funding and Tax Breaks

Submitted by David Vaughan Investments, LLC on December 31st, 2020

After months of negotiations in Washington, an agreement has been struck on a new aid package to address the ongoing fallout from the COVID-19 pandemic. The legislation has been passed by both the U.S.

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David Vaughan Investments, LLC is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. DVI was established in 1977 as a sole proprietorship, restructured into an S Corporation in 1991, and recently merged into a new Delaware LLC in September of 2017. The information provided on the DVI web site is intended solely for the purpose of supplying general background information on the firm and the investment counseling services it provides. DVI does not use this resource as a means of facilitating securities transactions or providing personalized investment advice. DVI and its representatives may only conduct business in those states which it has met all regulatory requirements. Therefore, no follow-up will be made by the firm with a prospective client until DVI's compliance officer has reviewed the regulatory consequences of soliciting new business within that state.

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