Summer Newsletter 2019
As we approach the end of a busy summer, we encourage you to find time to relax, reflect on time spent with family and friends and indulge yourself in reading this informational newsletter packed with tips on how to become a better planner, a better business owner and a more responsible steward of your family's resources.
Musings from the CEO - The Estate Planning Profession
Mike Hoffman, Esq., CPA

Over the last several decades large law firms have been traditionally places of opportunity and training for estate planning attorneys. Large law firms had burgeoning estate planning and probate departments. However, these traditional sections of large firms have been marginalized or jettisoned in favor of more profitable areas of litigation and corporate law.

Must Knows Before Sending Your Adult Child off to College
Juli Findling

Is your adult child going off to college this fall? This can be an exciting but stress-filled time. In addition to worries of their academic success or failure, what if they get sick or hurt? Statistics show that these things DO happen on college campuses in increasing numbers each year. 

Cryptocurrencies
and Taxes
Bobby Hoffman

Cryptocurrencies like Bitcoin, Ethereum, Ripple, Litecoin and many others have become extremely popular in recent years and for good reason but, as with anything new (and everything taxes for that matter), there is still uncertainty about the tax ramifications once you have started buying, selling and using them.


Tax Changes and Your Estate Plan for 2019
Juli Findling

Changes in life circumstances or personal future goals are great reasons to revisit your estate planning strategy.
Tips for Recognizing Tax Scams
Doug McAlpine, Esq., CPA

The following notice from the IRS reports two new variations of scams currently being used to get your personal information. Read More
Qualified Opportunity Zones - Tax Benefits for Real Estate Investors
Joe Nagel, Esq., LLM, CPA

A Federal Qualified Opportunity Zone is a new economic and community development program established by Congress in the Tax Cuts and Jobs Act of 2017 which encourages long-term investments in low-income urban and rural communities nationwide.
Timber Tax Credits – HB 4EX
Rhea Ghali

The Georgia General Assembly has recognized Hurricane Michael’s catastrophic impact on the citizens and economy of southwest Georgia, an area of the state heavily dependent on the timber industry for their livelihood.