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Mike Hoffman
Musings from the CEO – Summer 2014
I saw a headline the other day that declared “Why You Should Update Your Estate
Mike Hoffman
No Regrets for These Former Owners
We bring you another excellent article written by Denis M. Brown from Pace Capital Resources, LLC.
Mike Hoffman
Which Comes First? Estate Planning or Exit Planning?
I would like to share an excellent article with you written by Denis M. Brown from Pace Capital
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Georgia Education Expense Tax Credit – Do Not Wait, Apply for Approval Now
The Georgia Department of Revenue has already approved 50% of the $58M education expense tax
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2013 Year-End Tax Planning: Personal Tax Considerations
As January 1, 2014 gets closer, year-end tax planning considerations should be starting to take
Mike Hoffman
Musings from the CEO (Fall 2013)
Here’s a dire prediction. You will remember 2013 as the year your taxes really went
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Conservation Easements – Easy Tax Savings
You may not be able to have your cake and eat it too, but you
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Wealth Transfer Strategies
Wealth transfer strategies are at the core of our business. This recent article featured in
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Update to the “DOMA” Ruling
The Treasury Department announced on August 29th that legally married same-sex couples will be treated
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UNCLAIMED PROPERTY
State governments in the U.S. have between $35 and $400 billion dollars of unclaimed assets
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Tabitha Relota
Do you owe the IRS money?
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