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Capital Markets Commentary — Q3 2020

Submitted by David Vaughan Investments, LLC on October 14th, 2020

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  • Capital Markets Commentary

Quarterly Perspective - Vol. 27 No. 4

Submitted by David Vaughan Investments, LLC on October 14th, 2020

Fall 2020

Operating Without an “All Clear” Notification  Will Williams
Elections & Markets  Brian Christensen, CFA
How do the Republican & Democratic Tax Plans Differ?

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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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David Vaughan Investments Announces James Sinclair’s Retirement & Several Associate Advancements

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

August 20, 2020

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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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Quarterly Perspective - Vol. 27 No. 3

Submitted by David Vaughan Investments, LLC on July 14th, 2020

Summer 2020

The Report of the Death of Dividends has been Greatly Exaggerated  Will Williams
ZIRP  Brian Christensen, CFA
Our Plan for a New Normal Begins with a Return to the Office  Beth Salmon, CPA
IRS Provides RMD Relief

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Capital Markets Commentary — Q2 2020

Submitted by David Vaughan Investments, LLC on July 14th, 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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Capital Markets Commentary — Q1 2020

Submitted by David Vaughan Investments, LLC on April 14th, 2020

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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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