July 2018 Client Update

Business Update D3 Featured in Crain’s Chicago Business Executive Wealth Management Guide: D3 was a participating sponsor in this year’s guide published on June 18, 2018. We were proud that one of D3’s clients was interviewed for this insightful piece. Click on this...

A D3 Client’s Experience With an IRS Impostor Scam

Last week, one of our clients came close to being a victim of a sophisticated IRS impostor scam.  We wanted to summarize the experience so that our clients are aware and can better protect themselves. The client got a voicemail from someone saying there was a warrant...

June 2018 Client Update

Business Update Financial Plan Update Season: Thank you to all the clients that have responded to our financial plan update information request. As we have started working on these plan updates we have seen several examples of how we are generating benefits to our...

Tax Strategies for Charitably Inclined Taxpayers

2018 Tax reform has brought about some of the biggest changes to the tax laws since the 1980’s. With new law, often comes confusion and occasionally misinformation for taxpayers. Many taxpayers believe they will no longer be able to deduct their charitable...