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Even Young People Need Estate Planning
“If I don’t have any assets, and I would want everything to go back to
hoffmanestate
H&A Helps Clients “Step-Up”!
Clients of Hoffman & Associates truly “step-up” as part of the firm’s ongoing Codicil Project.
hoffmanestate
Obamacare Implementation Update
For many small business owners, dozens of questions have loomed about the implementation of the
Doug McAlpine
The IRS Withdraws Proposed Reg Covering IRA Rollovers
The IRS has withdrawn proposed regulations covering IRA rollovers. The change is significant because it
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
hoffmanestate
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
hoffmanestate
Conservation Easements – Easy Tax Savings
You may not be able to have your cake and eat it too, but you
hoffmanestate
Wealth Transfer Strategies
Wealth transfer strategies are at the core of our business. This recent article featured in
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