01
Oct
How Could The Proposed American Housing and Economic Mobility Act of 2024 Affect Estate Planning
Are You Prepared for the Potential End of the Escalated $13.6 Million Estate and Gift
11
Mar
Hoffman & Associates Sponsors Networking Happy Hour for Emory Goizueta Business School’s 2024 Advancing Women in Leadership Conference
Friday, March 8, 2024: Hoffman & Associates was proud to be the Networking and Happy
22
Sep
CEO Musings: Fall 2023 Status, Wealth Transfer Taxes
By Mike Hoffman, Esquire, CPA Back in the summer of 2011, I wrote an
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
20
Feb
CEO Musings: Is the Estate Tax a Voluntary Tax?
by Mike Hoffman, Esq., CPA After languishing between $3.5 trillion dollars of total tax revenue
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
16
Dec
Good Will Doesn’t Stop at Death: How Charitable Remainder Trusts Can Further Your Philanthropic Goals
by J. Hunter Moreland, J.D., Associate Are you looking to climb into the upper echelons
09
Nov
CEO MUSINGS: Lifetime Gifting
by Mike Hoffman, Esq., CPA You hear about it all the time. You should consider
13
May
What are the “Triggers” of a Gun Trust?
by J. Hunter Moreland, Associate Attorney According to a 2021 survey, approximately 32% of
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
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