Areas Of Practice
Estate Planning
While planning for the future can be an arduous task, it is important that you feel confident in making choices that help protect the future of your loved ones. Enlisting the services of a highly experienced estate planning attorney will go a long way in ensuring fair and responsible distribution of your assets to your loved ones after your death. By properly planning and coordinating the distribution of your estate, by wills, trusts, or other planning options, you can help your loved ones avoid the public process and costly judicial probate process when you pass away. By choosing an experienced estate planning attorney Fort Lauderdale counts on, you can be well prepared for what the future brings.
New The most important part about Estate Planning is that it must include what matters most to you. For example,
- If you want to put your affairs in order – Click here for more information.
- If you have Minor Children – Click here for more information.
- If you are 55 and older – Click here for more information.
- If you are a Non-US Person with assets in the US – Click here for more information.
Estate Planning Includes:
Probate and Trust Administration
When someone passes away, their estate consists of everything left behind. The estate includes all the deceased person’s assets. When that person has not done proper estate planning, their estate has to go through the judicial process of Probate, so that a court can distribute and re-title the assets in the decedent’s estate.
So, when someone dies with or without a Will and nothing more, the Probate process will be required.
Tax Law
Tax compliance is one of the most difficult challenges for individuals and businesses. The challenge includes not just the financial obligation of the tax impact, but also knowing what the tax obligations are and how to fulfill them (i.e., the administrative burden of compliance). Every business needs to know what tax and reporting requirements they need to comply with. Taxes can apply from several jurisdictions, including federal, state, and local. Further, taxes can apply to multiple activities. Hence, the tax requirements of every business are unique and can be very cumbersome.
We have been representing clients in Florida Tax Matters since 2002.
Florida Tax Issues
State tax issues frequently go ignored until something happens to bring attention to the matter. “Something” is usually a letter of inquiry, a Notice of Assessment, an audit or some type of collection effort on the part of the Florida Department of Revenue. Hence, by the time state taxes are given attention, the liability could be significant or even crippling to a small business. There are significant procedural distinctions between state and federal tax administration. Therefore, when discussing your state tax needs, you should ensure that you are obtaining the advice of a professional with experience in the specific state of concern.
We have successfully handled countless Florida tax matters. Here are some of the specific tax issues you might need assistance with.
- Florida Tax Consulting and/or Planning
- Florida Tax Ruling Requests
- Florida Tax Refunds & Reverse Audits
- Voluntary Disclosure of Florida Taxes
- Pre-Audit Consultation
- Florida Tax Audit Representation
- Audit Appeals
- Negotiations and Settlements
- Florida Tax Enforcement Representation
- Notice of Tax Liability
- Tax Warrants
- Bank Freeze and Levies
- Litigation (Department of Administrative Hearings (or “DOAH”) or before Florida Circuit Courts
- Federal tax enforcement and litigation
To discuss your Florida tax issue with an experienced tax attorney, we invite you to schedule an appointment with an experienced attorney, or call our office at 954-963-7220.
State Taxes for Businesses
In Florida, for example, at the state level, a business might be subject to:
- Income Tax
- Sales And Use Tax
- Gross Receipts
- Insurance Premium Tax
- Motor Fuel Tax
- Tobacco Tax
- Tangible Personal Property And Intangible Tax
- Communication Services Tax
And, yes, there are more state taxes in Florida!
Federal Taxes for Businesses
At the federal level, a business might be subject to:
- Income Tax
- Unemployment Tax
- Social Security
- Medicare Excise Taxes (Depending On The Industry)
- State-Tax
And, yes, there are more state taxes in Florida!
Local Taxes for Businesses
At the local (the county and city) level, a business might be subject to:
- Property Tax (Tangible Personal Property And Real Property)
- Intangible Tax
- Documentary Stamp Tax
- Discretionary Surtax
- Business Activity Tax Local-Tax
Taxes Are Specific to Your Business
The application of tax to any business will depend on the specific business, making tax compliance very difficult and unpredictable. Unfortunately, very frequently, business owners learn the tax nuances of their business during an audit or some other enforcement effort by the taxing agency. To discuss tax compliance or audit and enforcement representation for your business with an attorney who has extensive experience in business and corporate tax matters, we invite you to to schedule an appointment with an experienced attorney (Schedule an Appointment) or call our office at 954-963-7220.
