10
Apr
How Urgent is 2025 Exemption Gifting?
As a result of the 2017 Tax Cuts and Job Act, an individual’s exemption from
08
Mar
Preparing for Aging in Place
By Michael W. Hoffman, Esquire, CPA As I celebrate another birthday month and begin coasting
21
Dec
Estate Planning is a Process, not an Event
To many, estate planning is merely a “check list” item that provides for the orderly
03
Jul
How Can a Buy-Sell Agreement Help Protect Assets For Future Generations?
There are three phases to estate planning. The first phase involves having your “core” documents
16
Dec
CEO Musings: Lifetime Gifting Part 2: How do I Gift to Maximize Tax Savings, Preserve, Control and Protect Assets
by Mike Hoffman, Esq., CPA In estate planning there is an old adage, “if
09
Nov
CEO MUSINGS: Lifetime Gifting
by Mike Hoffman, Esq., CPA You hear about it all the time. You should consider
12
May
CEO MUSINGS: NEAR MISS, BUT THE HITS KEEP COMING
by Mike Hoffman, Esq., CPA A year ago, we were worried about the federal gift
22
Dec
Musings from the CEO: Pay the Darn Light Bill!
Mike Hoffman, Esq., CPA I’ve had the privilege of working with some of the
17
Aug
Musings from the CEO – Summer 2021
By Mike Hoffman, Esq., CPA Last month, I participated in the Annual Estate and Financial
Taxes Are Complicated, Expensive and Getting Worse!
By Mike Hoffman, Esq., CPA We all know that as a result of the 2020
