Posted on June 10, 2025
by
Sarah Gaymon
Florida laws relating to the fiduciary administration of trusts, estates and life estates with succeeding beneficiaries became more attractive on Jan. 1, 2025, with the enactment of the Florida Uniform Fiduciary Income and Principal Act (FIPA). The law provides fiduciaries with more flexibility in trust administration and aims to make Florida an even more appealing […]
Posted on June 04, 2025
by
Kevin McNally
Another hurricane season kicked off on June 1, reminding businesses along the Gulf and Eastern seaboards of the devastation that tropical-force winds and rain can inflict and their long-term impact on continuing normal business operations. The following checklist outlines best practices to help you protect and preserve your assets, mitigate losses before a storm strikes, […]
Posted on February 06, 2025
by
Richard Fechter
In this episode, Associate Director of Forensic and Advisory Services Richard Fechter shares details about Florida’s new financial reporting regulations for condo associations and HOAs.
Posted on January 16, 2025
by
Heath Standorf
In this episode Associate Director of Family Office Heath Standorf shares common risk situations for family offices and high-net-worth families.
Posted on November 05, 2024
by
Daniel Hughes
UPDATED – On March 2, 2025, the Department of Treasury announced CTA will be narrowed to only foreign reporting companies. UPDATED – On December 3, 2024, a federal court in Texas ruled that the CTA is likely unconstitutional and prohibited its enforcement. This set off a review, injunction and follow-up hearing date in March […]
With just a few weeks to go until Election Day, and with early voting already underway in several states, you would think that each candidate’s policy positions are firmly set by now. It would be even more reasonable to think that about their tax proposals since taxes should be less affected by day-to-day current events. […]
Posted on October 10, 2024
by
Rick Bazzani
The people you name to administer your trusts play a pivotal role in protecting your assets. Not only do they have the fiduciary duties to make prudent investment decisions and manage the distribution of trust assets as specified in your trust agreements, but they are also legally responsible for ensuring beneficiaries receive a full accounting […]
Posted on September 12, 2024
by
Andrew Leonard
The IRS scored significant wins in two separate cases before the U.S. Supreme Court and D.C. Court of Appeals. While both matters addressed different provisions of the tax code, the court’s decisions essentially fortified the IRS’s international reach and its ability to enforce compliance with various U.S. tax laws regarding taxpayers’ foreign investments and business […]
In this episode, Senior Manager Yovanny Hernandez shares the details about 1031 exchanges and how they help real estate owners mitigate taxes..
Posted on August 01, 2024
by
Brendan Kurpis
In this episode, associate tax director Brendan Kurpis explains electric vehicle tax credits and the common missteps.
