Julia Thomas, Author at Dean Mead

Jay Van Heyde to Speak at NCEO Annual Conference

By Julia Thomas | April 20, 2015

Dean Mead shareholder, Joseph “Jay” Van Heyde II will be speaking in Denver, CO at the Annual Conference of the National Center for Employee Ownership (NCEO) on Thursday, April 23rd on the topic of “Assessing the Fairness of Warrants and Stock Appreciation Rights” in ESOP transactions and employee owned corporations. His presentation will focus on the fiduciary,…

To Save Water, Let it Meander

By Julia Thomas | April 17, 2015

Unlike California, Florida has a lot of water. But our average 59 inches of rainfall comes unevenly throughout the year, and we have limited storage to hold it until it is needed. And much of peninsular Florida has been artificially drained over the years, so most of its natural wide, shallow storage is no longer…

Circular Flow of Funds in Back-to-Back Loan Transactions May Give Rise to Basis under Section 1366(d)(1)(B)

By Julia Thomas | April 17, 2015

At the ABA Tax Section S Corporations meeting held in Houston, Texas, on 1/30/2015, government officials defended their decision not to include in the final Section 1366 and Section 1367 S corporation back-to-back loan regulations an example on loan restructurings involving a circular flow of funds. The statement was made in a panel presentation at…

Check out the latest highlights from Tallahassee @ Dean Mead’s Capitol Report

By Julia Thomas | April 16, 2015

We’re nearing the end of week 7 of the Florida Legislative Session. Focus continues on implementation of Amendment 1 and comprehensive policy revisions to the state’s laws relating to water supply and water quality. The pending legislation dealing with these water issues is summarized below. The budget continues to be complicated by different positions on…

Dean Mead Sponsors Victim Service Center 2nd Annual Cheers to Change Gala

By Julia Thomas | April 10, 2015

Dean Mead is proud to sponsor the Victim Service Center (VSC) 2nd Annual Cheers to Change Gala taking place Friday, April 17th, 2015 at the Mennello Museum of American Art. For more information about this event, click HERE. Victim Service Center of Central Florida is the Certified Rape Crisis Center in Orange and Osceola…

Tax Court Recharacterizes Portion of Bonus Paid to Physician as Nondeductible Dividend

By Julia Thomas | April 7, 2015

In Midwest Eye Center, S.C.,[1] the Tax Court held that $1 million of a $2 million bonus paid to the physician sole shareholder of a personal service corporation was a non-deductible dividend distribution. Under the facts of the case, the taxpayer, a C corporation, conducted an ophthalmology surgery and care center during the tax years at…

Attaching Reason, Not Documents, to Rule 1.130 in The Florida Bar Journal

By Julia Thomas | April 3, 2015

Tim Sobczak, associate in Dean Mead’s Orlando Litigation Department, and Kurt Lee recently co-authored the article titled, “Attaching Reason, Not Documents, to Rule 1.130.” The article, published in The Florida Bar Journal, April, 2015 Volume 89, No.4, may be viewed by clicking the link here: Attaching Reason, Not Documents, to Rule 1.130.

“Transitioning the Family Business” in i4 Business Magazine

By Julia Thomas | April 3, 2015

Matthew Ahearn and Brain Malec, shareholders in Dean Mead’s Estate Planning Department, recently co-authored the article titled, “Transitioning the Family Business: How to Create an Effective Succession Plan.” Their article was published in i4 Business Magazine, April 2015 edition and may be viewed HERE.

Practice Areas

Estate and Succession Planning

Tax

Agribusiness

Financial Institutions

Posts by Julia Thomas

Jay Van Heyde to Speak at NCEO Annual Conference

To Save Water, Let it Meander

Circular Flow of Funds in Back-to-Back Loan Transactions May Give Rise to Basis under Section 1366(d)(1)(B)

Check out the latest highlights from Tallahassee @ Dean Mead’s Capitol Report

Dean Mead Sponsors Victim Service Center 2nd Annual Cheers to Change Gala

Tax Court Recharacterizes Portion of Bonus Paid to Physician as Nondeductible Dividend

Attaching Reason, Not Documents, to Rule 1.130 in The Florida Bar Journal

“Transitioning the Family Business” in i4 Business Magazine