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
30
Jun
Do You Have Unfiled Tax Returns?
You may be anxious and unsure of how to approach unfiled tax returns with the
27
Jun
Do you owe the IRS money?
Taxpayers may face many challenges when dealing with the IRS and may not understand their
16
Jun
Do You Fully Understand Your Payroll Responsibilities As A Business Owner?
There are many responsibilities that fall on business owners. One of the most essential duties
18
Apr
“But I don’t need a Will. I don’t have any Real Assets.”
Even if you do not have children or own property, creating a Will can
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
15
Jan
The Secure Act 2.0: Promoting Retirement Savings
Congress has included the Secure Act 2.0 (the “Act”) in its 2022 year-end Omnibus budget
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
