Tax Planning Press Releases

Palm Beach Enrolled Agent and tax planning expert Roland C. Manuel is pleased to announce he has added tax coaching to his firm's services.

Hoffman & Associates is proud to announce its newest associate, Cassandra Ceron.

Lynn Schmidt, Certified Tax Coach and renowned tax and business consultant, shares financial and tax planning ideas in a new bestselling book “The Tax Detective: Uncovering the Mystery of Tax Planning.”

Team Hoffman & Associates Runs for Education in Sandy Springs

10 November 2014 LJ Unicorn, the family office division of the LJ Group, led by Charles Filmer, has won the coveted Multi Family Office of the Year category at the 2014 Spear’s Wealth Management Awards.

Thomas Neal Tillery, CFP®, is co-presenting: Moving from Tax Planning to Integrated Financial Planning: Comprehensive Personal Financial Planning Case Study presented on October 30, 2014 from 2:00pm-4:30pm ET.

Hoffman & Associates announced today that they are joining their colleagues at WealthCounsel in a public relations campaign to showcase National Estate Planning Awareness Week, October 20-26, 2014.

Profit Financial Services, a small business accounting firm in Cambridge, recently wrote about tax planning appointments on their blog. They reveal what to bring and how to be prepare for your annual appointment.

Venice, FL – The Law Offices of Bryan S. Kessler, P.A. is excited to announce the grand opening of its new office in Venice Florida. The new office is conveniently located near the intersection of US Hwy 41 and Venice Avenue at 800 E. Venice Ave.

Henry Piatek, founder of Profit Financial Services, a Small Business Accounting Firm in Hamilton, has recently completed the Universal Accounting Practice Builder program. The program assists accounting firms on growing their practice.

Oxfordshire-based financial planning firm anticipating busy few months as April approaches.

Two new attorneys joined Hoffman & Associates in the fall of 2013.

Financial Planning Advocate, LLC will be hosting a Continuing Education event on Friday, November 22, 2013.

Retirees attending Summerlin seminar will hear Hank Brock, Chartered Financial Consultant, address economic issues including the expanding federal debt, dollar devaluation, quantitative easing, and derivatives.

Susan M. Tillery, CPA/PFS, CFP®, President and CEO of Paraklete® Financial, Inc (PFI) will be one of four featured panelists in the Webinar 'Retirement Planning - The Next Phase of Life' on Friday, Septemer 20th at 1:00 PM ET.

At their offices in Dubai on August 12th, Spencer Lodge, managing director of Fund Advisers has announced a major expansion programme to recruit 250 International Financial Advisers, Consultants and planners throughout the world.

Couto DeFranco, P.A. NJ accounting firm Couto DeFranco Partner Anthony DeFranco was recently interviewed by Fox Business on the subject of “Mid-Year Tax Planning Tips to Do Now”.

Paraklete® Financial, Inc. will be hosting a Continuing Education event on Friday, June 14, 2013.

Paraklete® Financial, Inc. will be hosting a Continuing Education event on Friday, June 14, 2013.

Paraklete® Financial, Inc. is a sponsor of the Georgia's Society of CPA's Estate and Financial Planning Section's first Financial Planning Workshop Thursday, May 9, 2013 being held at the GSCPA offices.

Lynn A. Schmidt of Lynco Financial & Tax Services Inc. recently attended an income tax update workshop which included a variety of strategies to assist individual taxpayers and business owners with tax planning issues.

Nnika Cromwell has taken on the CPA Team-based Consultant Model

Palm Beach Enrolled Agent and tax planning expert Roland C. Manuel is pleased to announce he has added tax coaching to his firm's services.

Founder and CEO of Auer Tax Group, author and Premier Tax Expert, David Auer offers two broad guidelines for maximizing tax breaks for vacation homeowners who rent out their homes during parts of the year and use it personally.

Tax resolution attorney John Willis, CEO and founder of IRSALLSTAR.com writes about the latest gift and estate tax break available to married couples who don't set up trusts before death, allowing $11 million in assets to be passed on to heirs free of...

If revelations of David Cameron's tax affairs have done one good thing, it is to push the issue of tax planning to the forefront of all our minds.

Founder and CEO of Auer Tax Group, author and Premier Tax Expert, David Auer, acknowledges that many individuals and corporations choose to relocate in order to lower tax bills, though he also says it isn’t necessary.

Instant multi-millionaires David and Carol Martin have won more money than most of us can possibly imagine after scooping the country’s biggest ever lottery payout.

Hoffman & Associates is proud to announce its newest associate, Cassandra Ceron.

Lynn Schmidt, Certified Tax Coach and renowned tax and business consultant, shares financial and tax planning ideas in a new bestselling book “The Tax Detective: Uncovering the Mystery of Tax Planning.”

Barry G. Fowler, EA, leading expert in tax resolution issues and CEO of Taxation Solutions, opens five new offices bringing Taxation Solutions services and expertise to a total of 34 locations nationwide. Houston, TX – March 25, 2015 – Barry G.

Financial company offers five year-end tax tips for small businesses

Hoffman & Associates celebrated Trish Kennedy's 20 year anniversary on Monday December 1 with a staff luncheon.  Trish started working for H&A back in 1994 managing the day-to-day operations of the firm.

Team Hoffman & Associates Runs for Education in Sandy Springs

10 November 2014 LJ Unicorn, the family office division of the LJ Group, led by Charles Filmer, has won the coveted Multi Family Office of the Year category at the 2014 Spear’s Wealth Management Awards.

Thomas Neal Tillery, CFP®, is co-presenting: Moving from Tax Planning to Integrated Financial Planning: Comprehensive Personal Financial Planning Case Study presented on October 30, 2014 from 2:00pm-4:30pm ET.

Hoffman & Associates announced today that they are joining their colleagues at WealthCounsel in a public relations campaign to showcase National Estate Planning Awareness Week, October 20-26, 2014.

Preparation of Income Tax Returns  Representing clientsl  Tax Planning Services Tax Assistance Services  Obtaining Permanent Account Number Tax Refunds Tax Deduction Account Number (TAN) e-TDS Returns

Profit Financial Services, a small business accounting firm in Cambridge, recently wrote about tax planning appointments on their blog. They reveal what to bring and how to be prepare for your annual appointment.

The CEO of DB Enterprises shares tips to elevate our financial worth in 2014

Venice, FL – The Law Offices of Bryan S. Kessler, P.A. is excited to announce the grand opening of its new office in Venice Florida. The new office is conveniently located near the intersection of US Hwy 41 and Venice Avenue at 800 E. Venice Ave.

Henry Piatek, founder of Profit Financial Services, a Small Business Accounting Firm in Hamilton, has recently completed the Universal Accounting Practice Builder program. The program assists accounting firms on growing their practice.

Oxfordshire-based financial planning firm anticipating busy few months as April approaches.

Two new attorneys joined Hoffman & Associates in the fall of 2013.

Most people know that estate planning ensures a person’s assets are given to the correct beneficiaries, but tax planning is also a big part of estate planning. As estate planning expert in Orange County explains how you can tax plan by gifting.

Improve your businesses productivity and get a significant tax benefit for your effort… but you must act before December 31, 2013 to insure that you get these benefits.

Financial Planning Advocate, LLC will be hosting a Continuing Education event on Friday, November 22, 2013.

Retirees attending Summerlin seminar will hear Hank Brock, Chartered Financial Consultant, address economic issues including the expanding federal debt, dollar devaluation, quantitative easing, and derivatives.

Susan M. Tillery, CPA/PFS, CFP®, President and CEO of Paraklete® Financial, Inc (PFI) will be one of four featured panelists in the Webinar 'Retirement Planning - The Next Phase of Life' on Friday, Septemer 20th at 1:00 PM ET.

Making lifetime gifts can be an effective way to reduce the estate tax burden; however, giving up control of the assets is not something with which many feel comfortable. But what if you didn’t have to give up complete control of your assets