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Urgent Client Alert: Build Back Better Act Proposes Changes to Irrevocable Grantor Trusts

Published: October 26th, 2021

Last month we sent a Client Alert about the “Build Back Better Act” (the “Proposed Act”) which contains tax law changes that would negatively impact numerous estate planning initiatives.  The Proposed Act includes a couple of proposals that would eliminate many of the benefits of irrevocable grantor trusts (i.e., an irrevocable trust where the grantor […]

Proposed Build Back Better Act Includes Tax Changes Significantly Impacting Estate Planning

Published: September 27th, 2021

On September 13, 2021, the Chairman of the House Ways and Means Committee released the proposed “Build Back Better Act” (the “Proposed Act”).  The House Ways and Means Committee advanced its portion of the Proposed Act on September 15, 2021, which addresses numerous fiscal issues, including many tax increases.  This Alert will provide a brief […]

Florida Voters Approve Two Property Tax-Related Constitutional Amendments

Published: November 4th, 2020

By: Mark E. Holcomb

Florida voters approved two amendments to the Florida Constitution that appeared on the November 3, 2020 general election ballot. These amendments expand existing homestead property tax relief for surviving spouses of veterans with permanent combat-related disabilities and for portability of the general homestead exemption benefit.  A third amendment, not directly tax-related but with implications for […]

Dean Mead Supports Feed the Need

Published: October 14th, 2019

By: Jane Dunlap Callahan

The Tap Room at Dubsdread hosted Feed the Need “Yacht Rock Party” on October 3 to benefit the programs of the Christian Service Center for Central Florida. Dean Mead was one of the event sponsors this year. Feed the Need was an evening full of food, music, dancing, and fun, all while making a significant […]

Tax Symposium Outline – February 2018

Published: March 2nd, 2018

Tax Symposium in Fort Pierce Tax Presentation at Lay of the Land Conference

How Can I Fight Deportation of My Loved Ones?

Published: March 15th, 2017

Immigration law is notoriously strict. The United States Citizenship and Immigration Services (USCIS) does not offer leeway to any noncitizen or nonresident that is found to be in violation of any of the multitude of rules and regulations. Perhaps the worst penalty an immigrant can face is deportation, or any form of forced removal from […]

How Do I Start the USA Citizenship Process?

Published: March 15th, 2017

If you are interested in applying for naturalization or citizenship, there are several requirements that you must fulfill in order to be approved. First, you must determine your eligibility for citizenship by truthfullycompleting an M-480 sheet. This form asks several yes or no questions that break down the complex naturalization requirements into a simple questionnaire. […]

President Obama’s Immigration Executive Order

Published: March 15th, 2017

President Obama just addressed the Nation concerning his executive order which should help millions of immigrants who are currently undocumented in the US and at deportation risk. It is too soon to know exactly what the exact requirements will be and what the process will entail but this is what we know for now: undocumented […]