Specialties That Keep You In Control

Estate & Inheritance Tax Elimination

The Family BankSM Process can eliminate estate and inheritance taxes and keep you in control.

Enjoy Tax Deferral Using The Family Bank℠ Process
Adding growth and cash build-up through tax deferral, you will find The Family Bank℠ program powerfully accelerates your escape velocity toward lifestyle security goals. It’s like giving yourself a raise every time you apply the power of another Hoffman Associates tool. You really can dramatically accelerate the achievement of your dreams.

Testimonials

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Our Process

01

A Detailed Analysis

We take a look at your business structure, goals, and how your income, deductions and capital assets are built. We will especially look at Intellectual Property, trade secrets, email lists, and income generating funnels as reclassification opportunities. We will look for opportunities of passive income through rents, leases, royalties, and licenses as well as opportunities for additional deductions.

02

Goal Alignment

Do your goals accurately reflect what is really important to you? And does your business structure reflect that? Are there alternative ways to approach your goals that might be more productive, more powerful, and more reflective of what successful multi-generational families do? Are you unintentionally handicapping your business or increasing risks unnecessarily? We will help you to see the opportunities and seize them.

03

Implementation

What if you could pay taxes on only what you need rather than on what your business(es) are earning? We give you options which allow you to control more money, grow with more money, and have your own family bank. How much will you save and how much benefit will you enjoy with any alternative structures? Let us show you!

© Hoffman Associates, LLC 2018