06
Mar
“You’re the Executor – Now What?”
by HOFFMAN & ASSOCIATES and JIM UNDERWOOD, CPA/PFS, CFP®, AEP, JAMES UNDERWOOD CPA, CFP®
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
20
May
THE CHALLENGES OF A “CHALLENGING” WILL
by Juli Findling, Senior Paralegal Wealthmanagement.com Senior Editor, David Lenok, hosts a very interesting and
13
May
What are the “Triggers” of a Gun Trust?
by J. Hunter Moreland, Associate Attorney According to a 2021 survey, approximately 32% of
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
22
Dec
What’s in the Senate Finance Committee’s Build Back Better Act?
By Emily Dabney, Esq. On December 11th, the Senate Finance Committee released its text
What To Do When Someone You Love Dies
By Juli Findling, Paralegal The death of a loved one often comes suddenly and may
