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New Homeowner? Time to Get Your Homestead

Published: February 15th, 2019

By: Brad Gould

Florida provides a generous property tax benefit to its residents – the homestead tax exemption. There are two significant benefits provided by this exemption: an annual reduction in ad valorum property taxes assessed on the homestead residence; and a cap on the value of the homestead residence. The latter is known as the Save Our […]

Posted in Articles, Homestead, Real Estate Blog, Real Estate Tax, Tax Law Blog

Can I Inherit Debt?

Published: February 15th, 2019

By: Dana M. Apfelbaum

When a loved one dies, there are two primary considerations: the transfer of the deceased’s property to the heirs; and the payment of the deceased’s debts. In fact, one of the most common questions from potential probate clients is, “Do I inherit debt?” The short answer is no, however, the assets of the deceased are […]

Posted in Articles, Asset Protection, Tax Law Blog, Trusts and Estates Blog

Trust Disclosure – Devil Is in the Details

Dean Mead Attorney Joseph Naberhaus
Published: November 26th, 2018

By: Joseph K. Naberhaus

Trust Disclosure – Devil Is in the Details Greed and misunderstandings can throw sand into the workings of family trusts, and one of the primary ways the law protects beneficiaries is to require trustees to make regular accounting disclosures of how they manage trusts. If disclosure suggests a trustee has breached a fiduciary duty, beneficiaries […]

Posted in Articles, Estate & Trust Administrations, Estate & Trust Litigation, Estate, Gift & GST Tax, Trustees & Personal Representatives, Trusts and Estates Blog

Dean Mead Receives Recognition from 2019 U.S. News – Best Lawyers “Best Law Firms”

Published: November 15th, 2018

Orlando, Fla. – Dean Mead was selected for inclusion in the 2019 edition of U.S. News – Best Lawyers® “Best Law Firms,” which was recently released by U.S. News & World Report and Best Lawyers®. The firm was recognized for multiple practice areas in the Orlando, Tallahassee and West Palm Beach Metropolitan Rankings. Dean Mead also […]

Posted in Articles, Real Estate Blog, Tax Law Blog, Trusts and Estates Blog, Water Law Blog

Qualified Opportunity Zones – Recent IRS Proposed Regulations

Published: November 13th, 2018

By: Stephen R. Looney

On October 19, 2018, the IRS issued Proposed Regulations addressing new Sections 1400Z-1 and 1400Z-2 relating to Qualified Opportunity Zones. Among other things, the Proposed Regulations confirmed that only capital gains (short-term or long-term) can be deferred under Section 1400Z-2. Section 1400Z-2 permits a taxpayer to defer recognition of a capital gain if an amount […]

Posted in Articles, Internal Revenue Service, Partnerships and LLCs, S Corporations, Tax Law Blog, Trusts and Estates Blog

Tax Seminar on Choice of Entity & Section 199A to Be Presented by Dean Mead

Published: October 22nd, 2018

By: Brad Gould Dana M. Apfelbaum

Dean Mead’s Tax Department presents an educational seminar on Choice of Entity & Section 199A Attorneys Brad Gould and Dana Apfelbaum will examine the impact that §199A has on the choice of entity analysis for new and existing businesses. Wednesday, November 7, 2018 11:30 a.m. – 1:00 p.m. There is no cost to attend, and […]

Posted in Articles, Events, Tax Law Blog, Trusts and Estates Blog

Dean Mead and Berman Hopkins Present ESOP Seminar

Published: October 22nd, 2018

By: Joseph “Jay” Van Heyde II

Dean Mead and Berman Hopkins present an educational seminar on Employee Stock Option Programs Dean Mead Attorney Jay Van Heyde and Berman Hopkins Managing Partner Phil Hayes will provide a comprehensive and practical guide to help you determine if an ESOP is right for your company. They will share how to enhance your company’s legacy and benefits plan with an […]

Posted in Articles, ESOPs, Events, Tax Law Blog, Trusts and Estates Blog

Jay Van Heyde Speaks to Construction Companies about ESOPs

Published: October 2nd, 2018

By: Joseph “Jay” Van Heyde II

Dean Mead ESOP attorney, Jay Van Heyde, and PCE partner, Will Stewart, presented an informative seminar to the ABC Central Florida Chapter on Sept. 12th. Their topic covered key benefits of creating an ESOP for founders and owners in the construction industry. View their full presentation video here.

Posted in Articles, Business Succession, Employee Benefits, ESOPs, Tax Law Blog, Valuation