Florida Business Law, Commercial Real Estate Law, Estate Planning Blog

Our Clearwater attorneys concentrate on developing creative strategies that create profitable opportunities. Don’t let “issues” and “complications” keep you from making a profitable business deal or being prepared for the future. From contract work for businesses or commercial real estate purchases, to creation of trusts, limited liability companies and other legal entities, we can help protect you and your assets while growing your business or investments.

What You Should Know About The SECURE Act and Retirement Accounts

March 16, 2020 by

The SECURE Act, which changes the law applicable to retirement accounts, became effective on January 1, 2020. The SECURE Act increases the age for required minimum distributions from retirement accounts from 70 ½ to 72 years of age (for ...

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“Sweetheart Estate Planning” – Separate Trusts or a Joint Trust?

March 5, 2020 by

What is Sweetheart Estate Planning? Most married couples today need not plan for the payment of federal estate taxes. In 2020, federal estate tax is only imposed on a deceased person's estate if its value exceeds $11,580,000. With proper ...

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More Support for Military Service Members With Taxes

March 2, 2020 by

Our previous blog described the Free File options offered by the IRS to military personnel. Recently we received a call from tax attorney Natalie Loebner to alert us to other websites to help military service members with their taxes.

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Published in Tax

Gifts with Lasting Impact

February 4, 2020 by

The post below is being shared with permission from Adam J. McKay, C.P.A. of Nelson & McKay CPAs, LLC.  Although written for the holidays, we feel this information is useful throughout the year.

Looking for Holiday Gifts with Lasting ...

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Published in Finance