Summer Newsletter 2018
Summer is the perfect time of year to focus on planning your estate, leaving a legacy for your heirs and protecting assets for your family. Let Hoffman & Associates take the fear out of estate planning and help you preserve and protect your family legacy for generations to come.
There are certain laws of nature concerning wealth: Wealth increases over time. The stock market goes up over the long term. The S&P has averaged approximately 9.8% over the last many decades. Real estate generally appreciates in value. Finally, inflation devalues the dollar and makes hard assets more valuable. It was Albert Einstein who said the most powerful force in the universe is the power of compounding. Read More














The Tax Cuts and Jobs Act made headlines for major changes to corporate income taxes and the new small business deduction. This article highlights some changes which will have an impact on many tax returns but did not receive much publicity. Read More


Irrevocable trusts just got a lot more flexible in the State of Georgia. On May 3, 2018, Governor Nathan Deal signed Georgia House Bill 121, which amends Georgia’s Trust Code in a number of ways which will be beneficial to numerous Hoffman & Associates clients as well as anyone else with an irrevocable trust in the state of Georgia. The updates to the Trust Code went into effect on July 1, 2018. Read More



The recent case of Benenson v. Commissioner, 887 F.3d 51 (1stCir. 2018), illustrates how tax planning utilizing the combination of DISCs and Roth IRAs have the potential to funnel significant amounts of income related to international sales into tax free retirement accounts. Read More
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