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DVI Ink

CNBC Ranks David Vaughan Investments No. 33 out of Top 100 Financial Advisory Firms

Submitted by David Vaughan Investments, LLC on November 19th, 2020

David Vaughan Investments, LLC (DVI) is pleased to announce that CNBC has ranked our firm 33rd out of the top 100 Registered Investment Advisory (RIA) firms.

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The IRS Issues Guidance on the Executive Action Deferring Payroll Taxes

Submitted by David Vaughan Investments, LLC on September 15th, 2020

On August 28, the IRS issued guidance that provides some explanation of how employers can defer withholding and remitting an employee’s share of Social Security tax when wages are below a certain amount.

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What Does the Executive Action Deferring Payroll Taxes Mean for Employers and Employees?

Submitted by David Vaughan Investments, LLC on August 12th, 2020

On August 8, 2020, President Trump signed an executive memorandum that defers an employee’s portion of Social Security and Medicare taxes from September 1 through December 31, 2020.

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PPP Borrowers Get Concessions and Additional Guidance on Forgiveness

Submitted by David Vaughan Investments, LLC on June 18th, 2020

The U.S.

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The IRS Announces New COVID-19-Related Assistance for Taxpayers

Submitted by David Vaughan Investments, LLC on May 22nd, 2020

The IRS and the U.S. Department of Treasury have announced new relief for federal taxpayers affected by the coronavirus (COVID-19) pandemic.

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The SECURE Act Changes the Rules for Employers on Retirement Plans

Submitted by David Vaughan Investments, LLC on March 12th, 2020

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is the first significant retirement-related legislation in more than a dozen years.

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The SECURE Act Likely to Affect Your Retirement and Estate Plans

Submitted by David Vaughan Investments, LLC on February 11th, 2020

The SECURE Act Likely to Affect Your Retirement and Estate Plans

In late 2019, the first substantial legislation related to retirement savings since 2006 became law.

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5823 N. Forest Park Drive
Peoria, IL 61614-3500
P: 309-685-0033
F: 309-685-3665
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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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