10
Apr
How Urgent is 2025 Exemption Gifting?
As a result of the 2017 Tax Cuts and Job Act, an individual’s exemption from
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
ESTATE TAX REPEAL? LET’S KEEP PLANNING!
By Michael W. Hoffman, Esq., CPA Donald Trump’s surprise election gives us a tremendous amount
Sopranos Star’s Will Creates Windfall for IRS
James Gandolfini, the actor best known for his years as Mob boss, Tony Soprano, on
Legal Matters in Starting Your Business
Join Mike Hoffman in this 74 minute audio as he hosts the 11th session of
Musings From The CEO (Summer 2013)
Late last year many of our clients were scurrying around to do some last minute
The Life Insurance Question
As Estate Planners, we often get asked about life insurance. Do I need it? How
Opportunities to Take Advantage of Before Its Too Late
Tax laws are changing at the end of this year. Take advantage of these opportunities
Federal Estate Tax Planning
In order to keep the estate tax burden from continually growing in your estate with
Annual and Lifetime Gifts
Gifting can play an important role in reducing estate tax exposure. A gift is the
