Tag: Hoberman & Lesser


Addressing long-term care costs with a tax-qualified LTC insurance policy

No matter how diligently you prepare, your estate plan can quickly be derailed if you or a loved one requires long-term home health care or an extended stay at a nursing home or assisted living facility.

The annual cost of long-term … Read More »

August 16th

Estate Planning Briefs. Comments Off on Addressing long-term care costs with a tax-qualified LTC insurance policy


Six ways to get more value from an IT consultant

IT consultants are many things — experts in their field, champions of the workaround and, generally, the “people persons” of the tech field. But they’re not magicians who, with the wave of a smartphone, can solve any dilemma you throw … Read More »

August 15th

Business Briefs. Comments Off on Six ways to get more value from an IT consultant


Protect your peace of mind with a trust protector

Irrevocable trusts can allow for the smooth, tax-advantaged transfer of wealth to family members. But there’s a drawback: When you set up an irrevocable trust, you must relinquish control of the assets placed in it. What you can control is … Read More »

August 9th

Estate Planning Briefs. Comments Off on Protect your peace of mind with a trust protector


Contemplating compensation increases and pay for performance

As a business grows, one of many challenges it faces is identifying a competitive yet manageable compensation structure. After all, offer too little and you likely won’t have much success in hiring. Offer too much and you may compromise cash … Read More »

August 8th

Business Briefs. Comments Off on Contemplating compensation increases and pay for performance


The TCJA prohibits undoing 2018 Roth IRA conversions, but 2017 conversions are still eligible

Converting a traditional IRA to a Roth IRA can provide tax-free growth and tax-free withdrawals in retirement. But what if you convert your traditional IRA — subject to income taxes on all earnings and deductible contributions — and then discover … Read More »

August 7th

Tax Cuts and Jobs Act (TCJA), Tax Planning. Comments Off on The TCJA prohibits undoing 2018 Roth IRA conversions, but 2017 conversions are still eligible


Provide for family members with special needs using an SNT

If you have a child or other family member with a disabling condition that requires long-term care or prevents (or will prevent) him or her from being able to support him- or herself, consider establishing a special needs trust (SNT). … Read More »

August 6th

Estate Planning Briefs. Comments Off on Provide for family members with special needs using an SNT


Is there a weak link in your supply chain?

In an increasingly global economy, keeping a close eye on your supply chain is imperative. Even if your company operates only locally or nationally, your suppliers could be affected by wider economic conditions and developments. So, make sure you’re regularly … Read More »

August 1st

Business Briefs. Comments Off on Is there a weak link in your supply chain?


Do you still need to worry about the AMT?

There was talk of repealing the individual alternative minimum tax (AMT) as part of last year’s tax reform legislation. A repeal wasn’t included in the final version of the Tax Cuts and Jobs Act (TCJA), but the TCJA will reduce … Read More »

July 31st

Tax Planning. Comments Off on Do you still need to worry about the AMT?


Have you made your burial wishes clear?

It may be difficult to consider, but funeral arrangements are a critical component of your estate plan. Failure to clearly communicate your wishes regarding the disposition of your remains can lead to tension, disputes and even litigation among your family … Read More »

July 26th

Estate Planning Briefs. Comments Off on Have you made your burial wishes clear?


Get SMART when it comes to setting strategic goals

Strategic planning is key to ensuring every company’s long-term viability, and goal setting is an indispensable step toward fulfilling those plans. Unfortunately, businesses often don’t accomplish their overall strategic plans because they’re unable to fully reach the various goals necessary … Read More »

July 25th

Business Briefs. Comments Off on Get SMART when it comes to setting strategic goals

HOBERMAN & LESSER, LLP