Julia Thomas, Author at Dean Mead

Redstone v. Commissioner – Extreme Statute of Limitations Case

By Julia Thomas | May 17, 2013

Generally, Section 6501(a) of the Internal Revenue Code provides that the IRS may only make an assessment of tax within 3 years of the filing of a return. Where no return is filed, however, the IRS is not constrained by the 3 year limitations period and can assess a tax at any time. The IRS…

Brad Gould Moderates Panel Discussion at the 2013 ABA Annual Meeting in Washington, D.C.

By Julia Thomas | May 16, 2013

Fort Pierce, Fla. – Brad Gould – a shareholder at the law firm of Dean, Mead, Minton & Zwemer – recently served as the moderator for the Current Developments Program given by the S Corporation Committee of the Section of Taxation of the American Bar Association (ABA). The program was given at the ABA Section…

Simplyfying Tax Rules for Small Businesses

By Julia Thomas | May 14, 2013

Charlie Egerton was quoted in ThomasNet News commenting on proposals by David Camp (R-Mich), Chairman of the House Ways and Means Committee, for reducing the tax burden on small businesses. The article can be found here.

Estate Planning Seminar on June 5th: “Income Tax Planning for Estates, Trusts & Beneficiaries”

By Julia Thomas | May 9, 2013

Please join us on Wednesday, June 5, 2013 for the next Estate Planning seminar in Orlando. Program Overview: Income tax planning often is secondary to estate and gift tax considerations in planning involving trusts and estates. However, the importance of income tax planning should not be underestimated because even the slightest mistake can be just…

Jay Van Heyde Authors “Legal Update” Article in the ESOP Association Newsletter

By Julia Thomas | May 7, 2013

Jay Van Heyde contributed an article for the April “Legal Update” in the ESOP Association newsletter. He wrote about The Evolving Landscape of Trustee Indemnification by ESOP Companies — Harris v. Greatbanc Trust Company. The article examines an ESOP company’s ability to indemnify an ESOP trustee against losses and expenses, such as attorneys’ fees during…

Seminar on May 16th – “After the Storm: How Have Recent Tax Changes Affected Estate Planning and Real Estate Investments?”

By Julia Thomas | May 2, 2013

2012 was the “perfect storm” as major tax changes loomed on the horizon. The American Taxpayer Relief Act of 2012 and the 3.8% tax on investment income added as part of the Patient Protection and Affordable Care Act have changed the way we plan. This program will explore these changes and strategies available to plan…

Florida Legislature Approves HB 713 Removing Limitation on Water Quality Credit Trading

By Julia Thomas | May 2, 2013

The Florida Legislature has approved HB 713 (CS), which removes a limitation on water quality credit trading, or the selling of “credits” by those who exceed certain water quality standards to those who do not meet them. Previously, credit trading has only been available as part of a pilot program in the Lower St. Johns…

Florida Fish and Wildlife Conservation Commission (FWC) Introducing New Action Plans for Florida Species

By Julia Thomas | April 30, 2013

The Florida Fish and Wildlife Conservation Commission (FWC) is in the process of developing new “action plans” for species on Florida’s Endangered and Threatened Species list. Last week, as part of this process, a proposed plan for management of the Florida sandhill crane was introduced. The plan calls for the preservation of cattle ranching lands…

Practice Areas

Estate and Succession Planning

Tax

Agribusiness

Financial Institutions

Posts by Julia Thomas

Redstone v. Commissioner – Extreme Statute of Limitations Case

Brad Gould Moderates Panel Discussion at the 2013 ABA Annual Meeting in Washington, D.C.

Simplyfying Tax Rules for Small Businesses

Estate Planning Seminar on June 5th: “Income Tax Planning for Estates, Trusts & Beneficiaries”

Jay Van Heyde Authors “Legal Update” Article in the ESOP Association Newsletter

Seminar on May 16th – “After the Storm: How Have Recent Tax Changes Affected Estate Planning and Real Estate Investments?”

Florida Legislature Approves HB 713 Removing Limitation on Water Quality Credit Trading

Florida Fish and Wildlife Conservation Commission (FWC) Introducing New Action Plans for Florida Species