retirement plans
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Mike Hoffman
Musings from the CEO – Winter 2015
In the volatile tax world, there is good news and bad news. The bad news
Joe Nagel
Beneficiary Designation Forms
By Joe Nagel, Esq., LLM, CPA This is a reminder to clients of the importance
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Mike Hoffman
How Urgent is 2025 Exemption Gifting?
Hoffman Estate Law
Paying Your Taxes Safely: Leveraging IRS Direct Pay to Mitigate Fraud Risks
Tabitha Relota
Did you Contribute to a Syndicated Conservation Easement?
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