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
Deadlines Loom for Estate Planning
By Mike Hoffman, Esq., CPA Today, a married couple has over $23 million in combined gift
Probate vs. Trust Administration: What You Need to Know
By Juli Findling, Paralegal Administering a decedent’s probate estate under a will is not the
The 2020 Presidential Election and its Effects on Tax Policy
By Juli Findling, Paralegal Now that the excitement of the 2020 Democratic and Republican National
Estate Planning For Business Owners
By Todd Sehhat, Esq. When running a business, some owners can be so busy with the
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