OUR PRACTICE AREAS

Estate planning is a constantly evolving process for individuals.  At every age, a person must evaluate his or her net worth, family needs, and planning objectives to develop a sound and tax efficient approach for distribution of assets.

Once the business is formed, Hoffman & Associates helps growing businesses continue operations through tax planning, employment law matters, securities laws, business acquisitions, mergers, reorganizations, liquidations, and maintenance of corporate records.

We can prepare and file of all types of tax returns, including gift tax returns, trust returns, partnership returns, corporate returns and individual returns.

WHO WE ARE

At Hoffman & Associates, clients are the single most important asset to our firm.  We are committed to providing high-quality service and delivering the best value while compassionately understanding goals and desires.

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NEWS & UPDATES

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Planning 2016: Sophisticated Charitable Giving

mary_croppedSignificant tax savings can be achieved through a properly planned program of gifts to charity. Although a contribution may be motivated by humanitarian reasons, it is nevertheless wise to take the tax considerations into account when making a contribution. Charitable giving can be divided into two general categories. First, there are donations that are made on a regular basis and involve relatively small amounts. Second, there is the large extraordinary donation often associated with estate planning. Different planning concepts govern each type of donation.

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Multi-State Record Keeping

Doug Image CroppedAs our society becomes increasingly mobile and the economy causes taxpayers to work in multiple locations, it is important to understand the impact of state income taxation when you live and work in different states.  Many retirees establish their state residency in Florida or one of the other states without state income taxes.  Successfully managed, it keeps their non-earned income from being taxed at the state level.

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OUR TEAM WILL ASSIST YOU IN ESTATE PLANNING, BUSINESS AND TAX NEEDS.

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