15
Jul
Who’s the Quarterback of Your Clients’ Financial Planning?
by MICHAEL HOFFMAN and JIM UNDERWOOD Many clients assume a signed will means their estate
03
Dec
Estate Planning after the One Big Beautiful Bill Act (OBBBA)
Over the last decades, the focus of estate planning has been to minimize the federal
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
