Blog Posts in 2018

How Are You Dealing with the Major New Tax Act?

A year has passed - what do we do now? a) Sit tight. b) Give, give, give. c) Analyze how the new Tax Act affects you and your family. d) None of the above. e) Procrastinate, NOW! To be honest, we do not know that any one of these answers is best. Obviously, as your law firm, we suggest “c” - analyze the impact of the new Tax Law changes on your personal family situation. In this article, we will ...

Donating Real Property to Charity

Feel Good and Save a Ton of Taxes Donation of real estate can be very rewarding and provide many benefits to the giver and the ultimate recipients of your charity. If you wish to make a wonderful contribution to a charity of a piece of real property, there are a few pointers that you may wish to know before you get too far down the path. This article will highlight some of the issues and provide ...

It's Time to Think About Taxes: Year End Federal and State Tax Strategies

While there are many year-end tax strategies that stand the test of time, with the recent changes to the federal tax code, it is imperative to understand which changes provide new opportunities and which changes may bring about unintended consequences. The following is a quick checklist including tax strategies, reminders and immediate action steps you may take to ensure you can start 2019 on the ...

Snowbird Traffic Jam: The Mass Migration to Sunshine Savings

Whether you’re in it for the sunshine, the savings, or both … It’s a great time to be a Floridian! While the new tax changes make moving to Florida seem like a no-brainer, the ideal conditions are likely to raise red flags for tax authorities. If you are planning to change your domicile to Florida in the coming year, it is critical that all details are reviewed with an experienced tax advisor. ...