Blog

How Medicaid Planning Can Help Preserve Your Family’s Legacy

Worrying about the future can feel like a cloud looming over your family’s legacy. This is especially true concerning a loved one’s care. In Florida, where the sun…

Qualified Opportunity Zones – What’s all the Hype About?

Qualified Opportunity Zones (“QOZs”) present a unique opportunity for investors with capital gains and qualified 1231 gains (hereinafter “Eligible Gains”) seeking to defer payment of tax on Eligible…

Roll-Up Mergers 101

What is a Roll-Up Merger? A Roll-Up merger, otherwise known as a “Roll-Up”, is a business strategy that involves the purchase of multiple companies with the intention of combining them…

Is There a Right Way to Handle an IRS Notice?

The short answer is YES! Though many tax practitioners have different approaches when dealing with the IRS, one thing they probably agree on is that not properly handling an IRS…

Common Pitfalls to Avoid with Estate Planning

Proper estate planning can provide a person and their family with peace of mind and security, albeit it can be overwhelming due to the many decisions involved and…

The ABCs of Buying and Selling a Business

Buying and selling a business can be a stressful undertaking to manage without the help of an experienced professional. There are many details to consider and the attorneys…

Looking to Start a Not-For-Profit Organization and obtain Tax-Exempt Status? (Here is What you Need to Know)

We frequently receive inquiries and questions from individuals and organizations about steps involved to form a not-for-profit organization (an “NPO”) and obtain tax-exempt status. Both undertakings can be…

Estate Planning 101: What is the Difference Between a Will and a Trust?

There are different approaches to estate planning (i.e., will-based planning versus trust-based planning) that may seem overwhelming to understand key distinctions and nuances involved. A frequently asked question in estate…

Estate Planning 101: 5 Popular Trusts and What You Should Know About Them

Trusts provide many estate planning benefits ranging from avoiding probate proceedings to managing and controlling spending and investments to protect beneficiaries from poor judgment and waste. There are different types…

Proposed Changes to the Estate Tax Exemption

What is the Estate Tax? The estate tax is a tax on the transfer of property after a person’s death. Generally, it is determined by applying the estate…