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Why Is An Advance Directive So Important?
By Alaina Davalos, ESQ. “Sign your name on pages 2, 3, 4, 8, 9,
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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
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“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
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Does the IRS have Payment Plans?
When it comes to paying taxes owed to the IRS, many people find themselves
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“You’re the Executor – Now What?”
by HOFFMAN & ASSOCIATES and JIM UNDERWOOD, CPA/PFS, CFP®, AEP, JAMES UNDERWOOD CPA, CFP®
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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
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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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‘Tis the Season for Scammers
As tax season rolls around again, we like to remind all of our clients that
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What’s in the Senate Finance Committee’s Build Back Better Act?
By Emily Dabney, Esq. On December 11th, the Senate Finance Committee released its text
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2021 Proposed Tax Reform
On September 13, 2021, the House Ways and Means Committee released a proposal for
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