There Is no Grand Strategy To Beat SECURE. We Are in Damage Control!
By Mike Hoffman, Esq., CPA In the summer of 2019, President Trump signed into law
Are you Prepared for Changes in Estate and Gift Tax Laws?
By Mike Hoffman, Esq., CPA If you have not done so already, now’s the time
An Early Christmas Present from the IRS
By Mike Hoffman, Esq., CPA Last year taxpayers received a little coal in their stockings.
Deadlines Loom for Estate Planning
By Mike Hoffman, Esq., CPA Today, a married couple has over $23 million in combined gift
Updating Your Estate Plan Is Essential Every Three to Five Years… Except in Times of Pandemic!
By Mike Hoffman, Esq., CPA Estate Planning is a process that should by reviewed and
Musings from the CEO – “Estate Planning Continuity”
By Mike Hoffman, Esq., CPA At an Estate Planning conference this summer one presenter made
Musings From the CEO – The Estate Planning Profession
By Mike Hoffman, Esq., CPA Over the last several decades large law firms have been
Be Careful What You Wish For
By Mike Hoffman, Esq., CPA While trust law has been around for hundreds of years
Wealth Begets Wealth – The $25 Million Problem
By Mike Hoffman, Esq., CPA There are certain laws of nature concerning wealth: Wealth increases
Musings from the CEO, Summer 2017
By Mike Hoffman, Esq., CPA There are traditionally three phases of estate planning. I refer
