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Tabitha Relota
Are You Facing An IRS Tax Audit?
It may evoke dread and anxiety for taxpayers when they face an upcoming IRS
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Who Should You Choose To Manage Your Estate?
Should you appoint a beneficiary or a third party to manage your estate? When it
Mike Hoffman
How Can a Buy-Sell Agreement Help Protect Assets For Future Generations?
There are three phases to estate planning. The first phase involves having your “core” documents
Tabitha Relota
Do You Have Unfiled Tax Returns?
You may be anxious and unsure of how to approach unfiled tax returns with the
Tabitha Relota
Do you owe the IRS money?
Taxpayers may face many challenges when dealing with the IRS and may not understand their
Tabitha Relota
Do You Fully Understand Your Payroll Responsibilities As A Business Owner?
There are many responsibilities that fall on business owners. One of the most essential duties
hoffmanestate
“But I don’t need a Will. I don’t have any Real Assets.”
Even if you do not have children or own property, creating a Will can
hoffmanestate
“You’re the Executor – Now What?”
by HOFFMAN & ASSOCIATES and JIM UNDERWOOD, CPA/PFS, CFP®, AEP, JAMES UNDERWOOD CPA, CFP®
hoffmanestate
CEO Musings: Is the Estate Tax a Voluntary Tax?
by Mike Hoffman, Esq., CPA After languishing between $3.5 trillion dollars of total tax revenue
hoffmanestate
The Secure Act 2.0: Promoting Retirement Savings
Congress has included the Secure Act 2.0 (the “Act”) in its 2022 year-end Omnibus budget
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Mike Hoffman
Estate Planning is a Process, not an Event
hoffmanestate
Beware The Phantom Hacker Scam
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