Tax Law Changes in the News
Stay up to date and informed about changes in tax law. Highlighted in this article are some of
Opportunities to Take Advantage of Before Its Too Late
Tax laws are changing at the end of this year. Take advantage of these opportunities
Annual and Lifetime Gifts
Gifting can play an important role in reducing estate tax exposure. A gift is the
H&A Successful in Audit Challenge
In this case our client was faced with a proposed IRS audit adjustment of $412,000
3 Year Statute of Limitations Applies to IRS Assesments based on Mistatement of Basis
The statute of limitations on IRS assessment of taxpayers is normally 3 years, but the law
Defined Value Gifting Validated in Wandry v. Commissioner!
Hoffman & Associates has used defined value gifting as a way to reduce valuation risk
The SCIN: An Attractive Estate Planning Opportunity In 2012
2012 presents unique opportunities to do estate planning. The reasons may be familiar to you
Georgia Education Expense Tax Credits: Do Not Wait!
June is the new November The Georgia Dept. of Revenue is approving education expense tax
MEDICAID PLANNING USING IRREVOCABLE INCOME ONLY TRUSTS
For most clients, planning to obtain Medicaid is a last resort; however, with the catastrophic
H&A Successful in another Estate Tax Audit
H&A has again successfully settled an estate tax audit. In this case, the IRS confronted the
