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2021 Proposed Tax Reform
On September 13, 2021, the House Ways and Means Committee released a proposal for
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What is a Step-Up in Basis?
We refer to the purchase price of an asset as “basis.” Capital gains tax
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Business Owners- What to Consider Before Trademarking Your Own Name
A trademark is a word or image that serves to inform consumers of the
Hunter Moreland
Utilizing the “Buy, Borrow, Die” Regime
By Hunter Moreland, Esq. “How do rich people keep getting richer?” This age-old question has
Mike Hoffman
Musings from the CEO – Summer 2021
By Mike Hoffman, Esq., CPA Last month, I participated in the Annual Estate and Financial
Hunter Moreland
Considerations for Elder Living Options
By Hunter Moreland, Esq. As our loved ones make their way into the Golden Years,
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Is Marriage a Necessary Step?
As older couples contemplate and move forward with divorce, some are starting a second
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Tax Increases Coming Soon!
By Todd Sehhat, Esq. President Biden’s American Families Plan announced on April 28, 2021, is
Juli Findling
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
Mike Hoffman
Taxes Are Complicated, Expensive and Getting Worse!
By Mike Hoffman, Esq., CPA We all know that as a result of the 2020
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Hoffman Estate Law
What The IRS Budget Increase Means To You
Hunter Moreland
Year End Estate Planning Tips
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