10
Apr
How Urgent is 2025 Exemption Gifting?
As a result of the 2017 Tax Cuts and Job Act, an individual’s exemption from
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
Taxes Are Complicated, Expensive and Getting Worse!
By Mike Hoffman, Esq., CPA We all know that as a result of the 2020
What if (almost) No One Pays Estate Taxes?
By Hoffman & Associates Estate planning and estate taxes have gone hand in hand for decades.
2016 Post-Election Tax Update
By Mary G. Daugherty Any change in Presidential Administration brings the possibility, indeed the likelihood,
ESTATE TAX REPEAL? LET’S KEEP PLANNING!
By Michael W. Hoffman, Esq., CPA Donald Trump’s surprise election gives us a tremendous amount
IRS Warns of 2016 Tax Scams
We posted last year about bogus phone calls claiming to be from the IRS. The
2015 YEAR-END TAX PLANNING
Year-end tax planning for individuals, trusts and businesses provides not only the opportunity to review
Term Insurance or Permanent Insurance?
Many of our clients wrestle with the decision to purchase term insurance or permanent insurance.
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
