Year-End Tax Letter 2020
By Hoffman & Associates Dear Tax Clients, What a year! We think everyone agrees that
2020 Year-End Planning – Additional Items to Note
By Bobby Hoffman Additional tax planning considerations for year-end 2020:
“Kiddie Tax” and other Changes in the Tax Cuts and Jobs Act
By Douglas McAlpine, Esq., CPA The Tax Cuts and Jobs Act made headlines for major
Benensen vs. Commissioner: The Benefits of Advanced Tax Planning
By Joe Nagel, Esq., LLM, CPA The recent case of Benenson v. Commissioner, 887 F.3d
New Opportunities Under Tax Cuts and Jobs Act
By Hoffman & Associates As you are likely aware, Congress has passed and President Trump has
ESTATE TAX REPEAL? LET’S KEEP PLANNING!
By Michael W. Hoffman, Esq., CPA Donald Trump’s surprise election gives us a tremendous amount
Estate Planning is in a Pressure Cooker!
By Michael W. Hoffman, Esq., CPA Not only has the IRS threatened to change the
Planning 2016: Sophisticated Charitable Giving
By Mary G. Daugherty Significant tax savings can be achieved through a properly planned program
Term Insurance or Permanent Insurance?
Many of our clients wrestle with the decision to purchase term insurance or permanent insurance.
Why YOU should have a BDIT
As a business owner, does anything sound better than having your business protected from creditors
