Tax

Business Entity Formation and Operation
Mergers and Acquisitions
Real Estate Tax
Tax-Exempt Organizations
Areas of Experience
Tax Team Members
Electronic Alerts
Tax Articles
Tax Seminar Materials

Dean Mead’s Tax Team provides full service tax planning and advice to businesses and individuals. Our extensive experience and expertise enables us to identify and solve the complex tax problems that are a part of today's business and personal transactions.

Business Entity Formation and Operation

We assist our business clients in selecting and establishing the best legal entity to conduct a business, including partnerships, LLCs, S corporations, and C corporations. Our Tax Team also assists our clients in all aspects of tax planning related to the operation of their businesses (whether a partnership, LLC, S corporation, or C corporation).
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Mergers and Acquisitions

A large part of our tax practice involves providing tax advice to our clients in connection with the sale and purchase of businesses, including mergers and other tax-free reorganizations, stock sales, purchases and redemptions, and asset sales and purchases.
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Real Estate Tax

Our Tax Team provides a broad array of tax services in connection with real estate transactions, including the structuring of tax-free exchanges (forward, reverse, and build-to-suit exchanges), planning to preserve long-term capital gains in connection with dispositions of real estate, and the structuring of joint venture arrangements for the acquisition and/or development of real properties. Team member Charlie Egerton is recognized as a national expert in the areas of like-kind exchanges and taxation of real estate development.

We have extensive experience negotiating and drafting RESPA Affiliated Business Arrangements for developers so that they may share in the income generated by the title policies and mortgage loans originating from their developments.
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Tax-Exempt Organizations

Our Tax Team represents tax-exempt organizations with numerous organizational and operational issues. We assist clients in selecting the initial structure of the organization, such as Section 501(c)(3) charitable organizations, Section 501(c)(6) trade associations, Section 501(c)(4) social welfare organizations and a variety of other categories of tax-exempt organizations. We also assist in evaluating the tax-exempt purposes of the organization, qualifying it as tax-exempt and complying with laws governing tax-exempt organizations.

Many tax-exempt organizations wish to qualify under Section 501(c)(3) of the Internal Revenue Code because contributions to these organizations are deductible to the donors. We assist our clients in determining whether the organization qualifies as a Section 501(c)(3) organization. Each Section 501(c)(3) organization is further classified as a public charity or a private foundation and we help our clients determine which status would be more beneficial to their organization.

Our Team also handles tax issues that surround the qualification, operations and transactions of the tax-exempt organization.

State law is an important consideration for tax-exempt organizations. We assist our tax-exempt organization clients in obtaining state law tax exemptions and complying with registration requirements for fundraising.

In addition, we provide legal services to tax-exempt organizations that are operating in combination with taxable entities. For example, tax-exempt organization clients may use a taxable subsidiary to house an unrelated business.
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Tax Controversies

Our Tax Team handles federal and state tax controversies at every level. We assist clients with audits, administrative appeals, and litigation of tax issues. Our Tax Team is experienced in dealing with both the Internal Revenue Service and the Florida Department of Revenue.
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Credentials

Most of our tax attorneys have Master's Degrees in taxation, many are board certified as experts in tax law by The Florida Bar, several members hold CPA certificates, and two members are Fellows of the American College of Tax Counsel. Three members of our Tax Team have been honored as the "Outstanding Tax Lawyer of the Year" by the Tax Section of The Florida Bar. Additionally, several member of our Tax Team have been named as "Outstanding Tax Attorneys" by The Best Lawyers in America, Chambers USA, Florida Trend magazine, and Orlando magazine.
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Areas of Experience

• Tax Structuring of Mergers and Acquisitions
• Tax Planning for Real Estate Transactions
• Tax Planning for Individuals
• Tax Planning for Partnerships, LLCs, S Corporations, and C Corporations
• Tax Controversies
• Taxation of Agriculture
• Tax Planning for Tax-Exempt Organizations
• State and Local Taxation
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Tax Team Members

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Electronic Alerts

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Tax Articles

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Tax Seminar Materials

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