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Family Trust Company Essential Long-Term Planning Tool For Entrepreneurs

Miami is a hot bed for start-up businesses and entrepreneurs, and is one of the most innovative business communities in the country. It’s certainly no surprise, seeing as Florida is ranked the #2 state to do business in, due...more

3/6/2014 - Estate Planning Trusts

No Good Deed Goes Untaxed – The IRS May Recharacterize Loans As Gifts

Entrepreneurs in Miami and elsewhere are familiar with making and receiving loans as commonplace tools in the management of their businesses. One need look no further than the growth of Miami’s skyline through debt-financed...more

11/13/2013 - Estate Tax Gift Tax Income Taxes IRS Loans

IRS Recognizes Same Sex Marriages, Even If States Do Not

The Internal Revenue Service has announced that same sex couples legally married in a state whose laws authorize such a marriage will be deemed to be married for Federal tax purposes, even if they live in a state (such as...more

9/2/2013 - Federal Taxes Income Taxes IRS Same-Sex Marriage

Hidden State Tax Trap On Real Estate

Miami residents have a long history of escaping to cooler climates during the summer months. While the advent of central air conditioning has made regular visits to the north more of a luxury than a necessity, vacation homes...more

5/9/2013

The University Of Miami’s Heckerling Institute On Estate Planning Conference

The University of Miami School of Law recently completed its presentation of the 47th Annual Heckerling Institute on Estate Planning. The Institute, which has been held in Orlando for the last several years is the nation’s...more

2/13/2013 - ESOP Estate Planning Estate Tax Succession Planning

Post-Fiscal Cliff Estate Tax Planning: Opportunities Abound

On New Year's Day, Congress acted to make the prior estate and gift tax regime permanent, with one small change - the estate tax rate has been increased from 35% to 40%. The rest of the estate and gift tax regime, including...more

1/11/2013 - Annual Exclusion Estate Tax Gift-Tax Exemption Portability

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