Tax
Every time the U.S. Tax Code is amended, a tree dies. I\’m sorry. But I try to make it not have been in vain. It’s a start. Here\’s just a start to what I can help with as a tax attorney at my firm in...
View ArticleBusiness
Running a successful small business takes smarts, sweat, and an ounce of luck. Here\’s just a start to what I can help with as a business attorney at my firm in Clearwater– Working with you to...
View ArticleEstate Planning
I believe in taking time with estate planning—it’s just too important. Your wishes are the foundation of your estate. I help them become a reality. Here\’s just a start to what I can help with as an...
View ArticleCharitable
The charitable nature of my clients never ceases to amaze me. That\’s why I don’t just give back to my community, but help others give back too–from individuals, to families, to non-profits...
View ArticleThe Boss Has the Last Laugh
Back in 1980, while waiting for a plane at JFK airport, I met George Steinbrenner. Sadly he just passed away on July 13. What I remember from that brief encounter is that he took the time out of his...
View ArticleNo Estate Plan Needed?
Here is a look at some high profile deaths so far in 2010 that will beat the IRS because of the lack of a federal estate tax. They didn\’t even need an estate plan to do that! Unfortunately, the first...
View ArticleTax Break for SMBs with the HIRE Act
Hard to believe that Congress actually did something to help business out. Even if it’s just a little bone to the business community, Congress passed the Hiring Incentives to Restore Employment (HIRE)...
View ArticleIRS Announces Relief of New Filing Requirements for Charitable Organizations
The IRS has been pushing for more transparency and accountability when it comes to the fiscal matters of 501 (c) (3) charitable organizations. Nobody argues that the idea is admirable and desirable,...
View ArticleIRA Rollovers–Don’t Get Rolled in the Process
Recently the IRS failed to help out an individual who attempted to rollover an IRA properly. In this case, the person decided to go online to open the account rather than in person. He believed that he...
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View ArticleThe Boss Has the Last Laugh
Back in 1980, while waiting for a plane at JFK airport, I met George Steinbrenner. Sadly he just passed away on July 13. What I remember from that brief encounter is that he took the time out of his...
View ArticleNo Estate Plan Needed?
Here is a look at some high profile deaths so far in 2010 that will beat the IRS because of the lack of a federal estate tax. They didn\’t even need an estate plan to do that! Unfortunately, the first...
View ArticleTax Break for SMBs with the HIRE Act
Hard to believe that Congress actually did something to help business out. Even if it’s just a little bone to the business community, Congress passed the Hiring Incentives to Restore Employment (HIRE)...
View ArticleIRS Announces Relief of New Filing Requirements for Charitable Organizations
The IRS has been pushing for more transparency and accountability when it comes to the fiscal matters of 501 (c) (3) charitable organizations. Nobody argues that the idea is admirable and desirable,...
View ArticleIRA Rollovers–Don’t Get Rolled in the Process
Recently the IRS failed to help out an individual who attempted to rollover an IRA properly. In this case, the person decided to go online to open the account rather than in person. He believed that he...
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The SECURE Act and your estate plan
Locked down, no, up On December 20, 2019, the president signed the Setting Every Community Up for Retirement Enhancement Act of 2019 (“SECURE Act”) into law. The SECURE Act has made significant...
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Making your trust work by funding
Stacks of stacks Trusts are entities that are created for a variety of reasons, a trust is first and foremost an entity that is governed by the Trust Agreement, which is in essence a contract between...
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Importance of Florida-rizing your estate plan
Not to scale Florida used to only be known as a great place to retire, however, in recent years millions of people have relocated to the Sunshine state for many reasons. Whatever the reason for the...
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How are trusts and estates taxed on income?
Taxing that money Most individuals have a pretty good idea about how they are personally taxed. However, not everyone understands how trusts and estates are taxed. In fact, many have no idea if the...
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