2012 Estate Planning Notes
ESTATE PLANNING NOTES FOR 2012 Based on the Heckerling Institute on Estate Planning’s 2012 Current
Georgia Education Expense Tax Credits: Do Not Wait!
June is the new November The Georgia Dept. of Revenue is approving education expense tax
MEDICAID PLANNING USING IRREVOCABLE INCOME ONLY TRUSTS
For most clients, planning to obtain Medicaid is a last resort; however, with the catastrophic
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
2011 Year End Tax Letter
December 7, 2011 Dear Tax Clients: As the 2011 tax year comes to a close,
H&A Successful in $56K Penalty Abatement
By Joe Nagel, Esq., LLM, CPA H&A has again successfully obtained an abatement of
H&A Obtains Release of Wrongful Levy by IRS
By Joe Nagel, Esq., LLM, CPA In this case, taxpayers had a 1.5 million dollar
Governor Signs Senate Bill 461
By Hoffman & Associates Governor Perdue signed Senate Bill 461 in law on May 28,
Federal Estate Tax Laws that May Affect your Will
By Hoffman & Associates As a result of the 2001 tax legislation, the Federal Estate
Federal Estate Tax Laws that May Affect Your Will in a Second Marriage
By Hoffman & Associates As a result of the 2001 tax legislation, the Federal Estate
