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
22
Dec
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
30
Sep
2021 Proposed Tax Reform
On September 13, 2021, the House Ways and Means Committee released a proposal for
22
Sep
What is a Step-Up in Basis?
We refer to the purchase price of an asset as “basis.” Capital gains tax
25
Aug
Business Owners- What to Consider Before Trademarking Your Own Name
A trademark is a word or image that serves to inform consumers of the
