Taxation
We offer specialized tax services designed to meet the distinct needs of non-profit organizations and estate planning clients throughout Florida. Our dedicated attorneys provide expert guidance to navigate complex tax regulations, ensuring compliance and optimizing financial outcomes.
Non-Profit Tax Services
Establishing and managing a non-profit organization involves intricate legal and tax considerations. Our firm assists clients with:
- Entity Formation and Tax-Exempt Status: We guide you through selecting the appropriate organizational structure and assist in obtaining tax-exempt status under Section 501(c)(3), ensuring compliance with federal and state regulations.
- Operational Compliance: Beyond formation, we provide ongoing counsel to ensure your organization's activities align with its charitable purposes, adhering to applicable laws governing tax-exempt entities.
- State Law Compliance: We assist with state-specific requirements, such as registering for charitable solicitations and applying for exemptions from state tax liabilities.
Estate and Gift Tax Planning
Effective estate planning is essential for preserving wealth and ensuring your assets are distributed according to your wishes. Our services include:
- Estate Tax Planning: We employ advanced strategies to minimize estate taxes, incorporating the latest techniques to achieve maximum savings.
- Gifting Strategies: Our team advises on structuring gifts to family members and charitable organizations to optimize tax benefits and fulfill your philanthropic goals.
- Charitable Planning and Private Foundations: We assist in establishing charitable trusts and private foundations, enabling you to support causes you care about while realizing significant tax advantages.
Our Taxation Practice
Taxation Attorneys
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Frequently Asked Questions
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