Insurance Solutions – Giving You Peace of Mind

Angie Thomas

Angie Thomas, KDV Insurance Advisor, discusses how a long term insurance solution may help you manage your risk.

KDV Client Center

Insight

At KDV, we provide innovative yet practical solutions for business, financial and technology issues. With our team of seasoned experts supporting your organization, you’ll have the confidence to make the right decisions, move forward and achieve your goals.

Solutions

At KDV, we provide innovative yet practical solutions that get meaningful results. Our clients come to us with a wide range of business, financial and technology issues, and we help them to save time, save money and work more efficiently.

Success

When you face tough challenges in your organization, the right advice can make all the difference. If you’re looking for sound guidance from business, financial and technology experts, KDV can help.

KDV Highlights

Give and receive with a charitable remainder trust
Would you like to benefit charity while reducing the size of your taxable estate yet maintain an income stream for yourself? Would you also like to divest yourself of highly appreciated assets and diversify your portfolio with minimal tax consequences?

2 tax pitfalls of mutual funds.
Investing in mutual funds is an easy way to diversify a portfolio, which is one reason why they’re commonly found in retirement plans such as IRAs and 401(k)s. But if you hold such funds in taxable accounts, or are considering such investments, beware of these two tax pitfalls:

Have you misclassified employees as independent contractors?
An employer enjoys several advantages when it classifies a worker as an independent contractor rather than as an employee. For example, it isn’t required to pay payroll taxes, withhold taxes, pay benefits or comply with most wage and hour laws.

Why you need to know the value of your assets
With the gift and estate tax exemptions currently at $5.34 million, you might think that estate valuations are less important. But even if you believe that your estate’s value is...

3 tax traps when donating real estate to charity
If you’re considering donating a property to charity, here are three potential tax traps you need to be aware of: If you donate real estate to a public charity, you generally...

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