What To Do When Someone You Love Dies
By Juli Findling, Paralegal The death of a loved one often comes suddenly and may
DIY – Good for Your Backyard, Not Your Estate Planning
By Hunter Moreland, Esq. As a result of the Covid-19 pandemic, more and more people
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
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,
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
02
Feb
Millennial to Millennial Discussion on Estate Planning
By Carolina Gomez On Tuesday February 16th, 2021, H&A kicked off the first in
