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#dphfs
Jan 31, 20222 min read
ESOP and Business Succession
DPH Financial Services shares information on how an ESOP may positively impact your family business finances.
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#dphfs
Dec 5, 20211 min read
ESTATE PLANNING: What to Do with Irrevocable Life Insurance Trusts in Light of Proposed Tax Reform.
Since the House Ways and Means Committee released its initial draft of proposed tax increases on 9/13/2021, many taxpayers and advisors...
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#dphfs
Sep 29, 20213 min read
How Capture and Retain Top Talent
One of the most crucial challenges business owners face in today’s environment is retaining top talent. Attracting and acquiring talent...
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#dphfs
Sep 8, 20213 min read
Planning Themes and Ideas to Consider for 2021
We are excited to share the following economic update with you. In this month’s recap: Following the 2020 general election and Georgia...
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#dphfs
May 28, 20213 min read
For The 99.5% ACT
I hope this email finds you well and that 2021 will be a healthier year for all of us. As you may know, in the last few weeks there...
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#dphfs
May 5, 20213 min read
THE AMERICAN JOBS PLAN: 8 TAKEAWAYS FOR BUSINESS OWNERS
On March 31, the Biden administration announced its $2 trillion jobs and infrastructure plan. The plan proposes various changes to the...
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#dphfs
Apr 15, 20215 min read
Senate Bills Propose Changes to Estate Tax
There’s been a lot of coverage of President Joe Biden’s proposed changes to the tax laws, including reducing the federal estate tax...
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#dphfs
Mar 18, 20213 min read
Tax Changes are Coming! Create and Fund Flexible Grantor Trusts
Bloomberg announced on March 15, that a major federal tax hike is planned for early 2022. Treasury Secretary Yellen advised that at...
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#dphfs
Feb 25, 20215 min read
What’s A LIRP And Why You Should Own One
A LIRP is a very powerful yet fairly basic financial planning tool that has been used to solve myriads of financial planning goals for...
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#thetermking
Feb 22, 20213 min read
Life Insurance From Your Employer Usually Isn’t Enough
Life insurance from your employer is a valued benefit for millions of American workers. Employer life insurance is a form of group life...
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#dphfs
Feb 19, 20214 min read
Why Are You Not Financing your Life Insurance Premiums??
The Benefits Of Premium Financing For Life Insurance What is premium financing for life insurance? It is borrowing money from a third...
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#dphfs
Feb 6, 20212 min read
Your Guide To Retirement Income Planning
Retirement income planning is complicated, but is essential to help ensure you have enough retirement income after departing from your...
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#dphfs
Jan 23, 20213 min read
A Small Tax Change Is a Boon for Permanent Life Insurance
Federal lawmakers’ big year-end spending package includes a little-noticed revision of the tax code that is likely to boost sales of life...
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#thetermking
Aug 1, 20203 min read
What Exactly is Term Insurance?
Term insurance is a type of life insurance policy that provides coverage for a certain period of time or a specified "term" of years. If...
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