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