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Strategies to Legally Avoid Ancillary Probate in Florida

Ancillary Probate in Florida Dealing with the aftermath of losing a loved one is challenging. No one needs the added obstacle of managing ancillary probate in Florida. Ancillary…

Why a Specialized Tax Lawyer is Key in Resolving Your IRS Tax Controversy

Why a Specialized Tax Lawyer is Key in Resolving Your IRS Tax Controversy Dealing with the IRS is a scary subject for many taxpayers. We’ve all heard horror…

Business Succession Planning: Legal Considerations Every Business Owner Should Know

Business Succession Planning Understanding the Basics Business succession planning is a strategy to ensure the seamless continuation of a business in the event of an owner’s retirement, incapacity,…

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…