Blog

A Florida Community Property Trust may unlock a double step-up in basis for married couples, but it must be weighed against tenants by the entirety creditor protection.

An IRS Offer in Compromise can settle tax debt for less than what you owe, but it's not the magic wand advertised on TV. Learn when this powerful tool actually works and what it costs.

Florida law requires anyone holding a decedent's original will to file it with the court within 10 days. If the original is missing, a copy may still be admitted through a formal probate proceeding.

Discover how Florida's Homestead Exemption and Tenancy by the Entirety provide powerful creditor protection for homeowners and married couples when properly structured.

Florida annual reports are due May 1st. Learn what every Florida business owner needs to know about compliance deadlines and entity governance to protect their corporate veil.

Recent federal court rulings in Abdo and Kwong offer a narrow window for taxpayers to reclaim COVID-era IRS penalties and interest. Discover why filing a protective claim before July 10, 2026, is critical for preserving your rights.

If you’re 70½ or older, a Qualified Charitable Distribution (QCD) lets you support your favorite charities directly from your IRA while dramatically reducing your taxable income.

The proposed Trump Accounts Contribution Pilot Program offers a one-time $1,000 investment for eligible children born between 2025 and 2028. Learn how to claim a financial head start for your children using IRS Form 4547.

When co-owners in Florida cannot agree on what to do with a property, a partition action may provide a legal path forward. Learn how the process works and what options may be available.

Florida partition actions allow co-owners to resolve disputes over shared property, including forcing a sale when agreement is no longer possible.