Hoffman & Associates
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pulled from site's meta descriptionSite for Hoffman & Associates an Atlanta based boutique law firm that specializes in estate planning, business law, tax compliance and controversy
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Categories:
- AboutUs AutoGen
- Hoffman & associates
- mike Hoffman
- joe nagel
- kim hoikemier
- ian fisher
- Law
- lawyer
- attorney
- CPA
- Atlanta lawyer
- estate law
- estate planning attorney
- estate planning attorney in Sandy Springs
- estate planning attorney in Atlanta
- estate planning attorney in Georgia
- Will
- living trust
- general powers of attorney
- healthcare directive
- business law
- succession planning
- business acquisitions
- generation skipping tax
- estate tax exemptions
- gift tax exemptions
- Obamacare employer mandate
- tax compliance
- tax controversy
- tax planning
- employment law matters
- securities laws
- mergers
- reorganizations
- liquidations
- and maintenance of corporate records
- probate
- creditor issues
- estate administration
- family disputes
- tax considerations
- guardianship issues
- tax disputes and litigation
- including assessments
- audits
- court and appeals
- gift tax returns
- trust returns
- partnership returns
- corporate returns and individual returns
- life insurance trust
- credit shelter trusts
- Generation-skipping trusts
- Qualified personal residence trusts
- Irrevocable life insurance trusts
- Qualified terminable interest property trusts
- self cancelling installment note
- charitable remainder trust
- valuation discounts
- spousal access trust
- family office
- bookkeeping
- accounting
- non-legal services
- budget management
- bill payment
- statement reconciliation
- Financial statements
- Cash flow management
- Record keeping and retention
- Bank statement reconciliation
- Budget and payroll management
- Investment review
- measurement
- and reporting
- Balance sheet and net worth management
- Insurance needs definition and policy acquisition
- Insurance shopping
- evaluation and monitoring
- Titling of assets
- Beneficiary designation for insurance
- annuities
- IRAs
- etc.
- Medicare and Social Security planning and administration
- philanthropy administration
- Establishing of family goals and vision
- Philanthropy advice and management
- Investment and strategy alignment
- Charity administration
- Tax reporting
- Establishing and oversight of family charitable foundation