24
Apr
IRA Income Tax Savings Opportunities After Death
Individual Retirement Accounts (IRAs) require special attention in estate planning. Without proper planning, beneficiaries may
03
Dec
Estate Planning after the One Big Beautiful Bill Act (OBBBA)
Over the last decades, the focus of estate planning has been to minimize the federal
01
Oct
How Could The Proposed American Housing and Economic Mobility Act of 2024 Affect Estate Planning
Are You Prepared for the Potential End of the Escalated $13.6 Million Estate and Gift
27
Aug
Taxpayers do not have to face IRS and/or state tax problems alone
Filing of tax returns, payment of tax liabilities and potential IRS and/or state tax problems
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
Are you Prepared for Changes in Estate and Gift Tax Laws?
By Mike Hoffman, Esq., CPA If you have not done so already, now’s the time
Deadlines Loom for Estate Planning
By Mike Hoffman, Esq., CPA Today, a married couple has over $23 million in combined gift
Wealth Begets Wealth – The $25 Million Problem
By Mike Hoffman, Esq., CPA There are certain laws of nature concerning wealth: Wealth increases
The Tax Cuts and Jobs Act: What it Means for You, Your Business and Your Estate Plan
By Joe Nagel, Esq., LLM, CPA The Tax Cuts and Jobs Act (TCJA), passed by
Estate, Gift and Generation Skipping Transfer Tax Changes in the New Tax Law
By Hoffman & Associates The sweeping tax reform legislation that just passed is making waves throughout
