24
Aug
Utilizing the “Buy, Borrow, Die” Regime
By Hunter Moreland, Esq. “How do rich people keep getting richer?” This age-old question has
17
Aug
Musings from the CEO – Summer 2021
By Mike Hoffman, Esq., CPA Last month, I participated in the Annual Estate and Financial
Considerations for Elder Living Options
By Hunter Moreland, Esq. As our loved ones make their way into the Golden Years,
20
Jul
Is Marriage a Necessary Step?
As older couples contemplate and move forward with divorce, some are starting a second
Tax Increases Coming Soon!
By Todd Sehhat, Esq. President Biden’s American Families Plan announced on April 28, 2021, is
The IRS and Michael Jackson’s Estate – Challenges of Valuing Intangible Estate Assets
By Juli Findling, Paralegal To understand just how far off the IRS can be when
Taxes Are Complicated, Expensive and Getting Worse!
By Mike Hoffman, Esq., CPA We all know that as a result of the 2020
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
02
Feb
Millennial to Millennial Discussion on Estate Planning
By Carolina Gomez On Tuesday February 16th, 2021, H&A kicked off the first in
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