Call for a Complimentary Consultation (813) 852-6500

Tax Records: How Long to Keep Documents

This month is the calm before the tax season storm. Starting in mid-January, tax records such as your W-2 and 1099 should start arriving in your mailbox. Store these records in a safe place until you can schedule an appointment to meet with your accountant. While you...

Consequences of Making Lifetime Gifts

As part of your year-end planning, you may be considering making some significant gifts. This is the second article in a two part series. The first article discussed the positives of making lifetime gifts. You should also consider the consequences of making lifetime...

Here Comes Santa’s Estate Plan

What if Santa and Mrs. Claus decided to do an estate plan? Although they would doubtless be great clients, the actual estate plan could be challenging. Estate Tax Concerns. In 2015 the federal estate tax exemption will increase to $5,430,000 for a single person and...