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Mike Hoffman
Musings from the CEO – Summer 2014
I saw a headline the other day that declared “Why You Should Update Your Estate
Mike Hoffman
Which Comes First? Estate Planning or Exit Planning?
I would like to share an excellent article with you written by Denis M. Brown from Pace Capital
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2013 Year-End Tax Planning: Personal Tax Considerations
As January 1, 2014 gets closer, year-end tax planning considerations should be starting to take
Mike Hoffman
Musings from the CEO (Fall 2013)
Here’s a dire prediction. You will remember 2013 as the year your taxes really went
hoffmanestate
Conservation Easements – Easy Tax Savings
You may not be able to have your cake and eat it too, but you
hoffmanestate
Wealth Transfer Strategies
Wealth transfer strategies are at the core of our business. This recent article featured in
hoffmanestate
Update – 2011/2012 Federal Estate, Gift and Generation Skipping Transfer Tax
By Hoffman & Associates December 2010 turned out to be an exciting month for estate
hoffmanestate
Generation Skipping Transfer Tax Notice for 2010
By Hoffman & Associates Many of our clients gift life insurance premiums to their life insurance
Joe Nagel
Year End Tax Update
By Joe Nagel, Esq., LLM, CPA There is a lot of uncertainty this year over
Joe Nagel
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
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