22
Sep
CEO Musings: Fall 2023 Status, Wealth Transfer Taxes
By Mike Hoffman, Esquire, CPA Back in the summer of 2011, I wrote an
15
Aug
Did You Know That Everyone Is Required to Pay Estimated Taxes Throughout the Year?
The IRS describes taxes as “pay-as-you-go.” You want your money when you earn it,
04
Aug
Why Is An Advance Directive So Important?
By Alaina Davalos, ESQ. “Sign your name on pages 2, 3, 4, 8, 9,
13
Jul
Who Should You Choose To Manage Your Estate?
Should you appoint a beneficiary or a third party to manage your estate? When it
18
Apr
“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
16
Mar
Does the IRS have Payment Plans?
When it comes to paying taxes owed to the IRS, many people find themselves
06
Mar
“You’re the Executor – Now What?”
by HOFFMAN & ASSOCIATES and JIM UNDERWOOD, CPA/PFS, CFP®, AEP, JAMES UNDERWOOD CPA, CFP®
20
Feb
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
15
Jan
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
13
Jan
‘Tis the Season for Scammers
As tax season rolls around again, we like to remind all of our clients that
