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Mike Hoffman
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
Alaina Davalos
Implications of the SECURE Act and the CARES Act on Retirement and Estate Planning
By Alaina Davalos, Esq. With so much turmoil and uncertainty taking place in our lives during the first half
Todd Sehhat
CARES Act: Special Rules for Use of Retirement Funds
By Todd Sehhat, Esq. The Coronavirus Aid, Relief, and Economic Security (CARES) Act provides relief
Todd Sehhat
CARES Act: Waiver of Required Minimum Distribution Rules
By Todd Sehhat, Esq. The Coronavirus Aid, Relief, and Economic Security (CARES) Act waives all
hoffmanestate
Estate Planning with Retirement Accounts
One estate planning nuance is “beneficiary designation assets.” These are assets that are distributed at
hoffmanestate
2015 YEAR-END TAX PLANNING
Year-end tax planning for individuals, trusts and businesses provides not only the opportunity to review
Mike Hoffman
Musings from the CEO – Winter 2015
In the volatile tax world, there is good news and bad news. The bad news
hoffmanestate
2013 Year-End Tax Planning: Personal Tax Considerations
As January 1, 2014 gets closer, year-end tax planning considerations should be starting to take
Mike Hoffman
Musings from the CEO (Fall 2013)
Here’s a dire prediction. You will remember 2013 as the year your taxes really went
Mike Hoffman
2012 Year End Newsletter
Dear Tax Clients: With the year coming to an end, as always, there becomes a
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