13
Jan
‘Tis the Season for Scammers
As tax season rolls around again, we like to remind all of our clients that
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
30
Sep
2021 Proposed Tax Reform
On September 13, 2021, the House Ways and Means Committee released a proposal for
22
Sep
What is a Step-Up in Basis?
We refer to the purchase price of an asset as “basis.” Capital gains tax
25
Aug
Business Owners- What to Consider Before Trademarking Your Own Name
A trademark is a word or image that serves to inform consumers of the
05
Jan
Key Updates of the Consolidated Appropriations Act, 2021
On December 27, 2020, President Trump signed into law the Consolidated Appropriations Act, 2021. Below
TRUTH IS STRANGER THAN FICTION – a real-life story about dying without a Will
There are many variations of but the majority have simply free text.
Planning 2016: Sophisticated Charitable Giving
By Mary G. Daugherty Significant tax savings can be achieved through a properly planned program
All Categories
Tags
asset protection
assets
beneficiaries
beneficiary
Blog
Bobby Hoffman
business attorney
business law
CARES Act
Corporate attorney
Credit Shelter Trust
Estate
Estate - Tax
estate plan
Estate Planning
estate planning attorney
estate planning attorneys in atlanta
estate planning attorneys in georgia
estate planning attorneys in sandy springs
estate taxes
general power of attorney
georgia
Gift Tax
Grantor Retained Annuity Trust
GRAT
Hoffman & Associates
IRA
IRS
Joe Nagel
mary daugherty
Mike Hoffman
More
News
Posts
probate
rhiannon brusco
Roth IRA
taxable estate
tax attorney
tax controversy
tax planning
trust
trusts
will
wills