Estate – Tax
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Juli Findling
The 2020 Presidential Election and its Effects on Tax Policy
By Juli Findling, Paralegal Now that the excitement of the 2020 Democratic and Republican National
Alaina Davalos
Implications of the SECURE Act and the CARES Act on Retirement and Estate Planning
By Alaina Davalos, Esq. With so much turmoil and uncertainty taking place in our lives during the first half
Mike Hoffman
Wealth Begets Wealth – The $25 Million Problem
By Mike Hoffman, Esq., CPA There are certain laws of nature concerning wealth: Wealth increases
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What if (almost) No One Pays Estate Taxes?
By Hoffman & Associates Estate planning and estate taxes have gone hand in hand for decades.
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Estate, Gift and Generation Skipping Transfer Tax Changes in the New Tax Law
By Hoffman & Associates The sweeping tax reform legislation that just passed is making waves throughout
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Planning With Uncertainty
By Hoffman & Associates With the election of Donald Trump as President, many income, estate,
Mike Hoffman
Update On The IRS Regulations Project
Last July, I wrote in my column that the IRS made it known that it
Doug McAlpine
IRS Warns of 2016 Tax Scams
We posted last year about bogus phone calls claiming to be from the IRS. The
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Tax Extender Deal Signed
By Ian M. Fisher, Esq., LLM Christmas came a week early for many taxpayers in
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Educational Savings Plans
As a parent with young children, you are faced with many rewards and challenges. One
Recent Posts
Mike Hoffman
Preparing for Aging in Place
Mike Hoffman
Estate Planning is a Process, not an Event
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