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Elder Taxation
Taxation for those over 55-years-of-age involves more issues than simple minimization, avoidance, or delay. Tax strategies must consider eventual payout of certain asset instruments and the tax impact, opportunities of off-set tax liabilities through gifts to nonprofits or younger generation family members, and other heirs. What are the long-term and short-term tax strategies for income tax, trust tax and estate tax? I have made senior taxation my specialty and I would like to speak to you about organizing your tax obligations in a way that serves your needs best. 
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Mike Hoffman, CPA |
Federal taxes and the elderly including SSI, IRAs, and estate taxes Naming a Trust as beneficiary of your IRA Naming a Trust as beneficiary of a nonqualified annuity |
