P.O. Box 5148
Niceville, FL 32578
|
|
Taxation Law & Tax Return Preparation
- Internal Revenue Service Dispute Resolution - Installment Agreements, Offer in Compromise, Innocent/Injured Spouse Claims, etc.
- Individual, Corporate, Estate and Trust Income Tax Returns
|
|
Wills, Trusts & Estate Planning
- Revocable Trusts - A/B Trusts, Living Trusts, Family Trust, etc.
- Last Will and Testament
- Disability Planning Documents - Durable Power of Attorney, Designation of Health Care Surrogate, Living Will
- Special Needs Trusts
- Irrevocable Life Insurance Trust
- Charitable Planning - Charitable Remainder Trusts, Personal Residence Trusts, Grantor Retained Annuity Trusts, etc.
- Family Limited Liability Companies
|
|
Corporate & Business Law
- General Corporate Counsel
- Creation of all corporate entities - C corporation, S corporation, limited liability company, general and limited partnerships
- Corporate Income Tax Returns
- Business Succession Planning and Buy-Sell Agreements
- Asset and Stock Purchase/Sale
- Corporate Reorganizations
- Non-Profit Organizations and Application for Tax-Exempt Status
|
Probate and Guardianships
- Florida Probate and Estate Administration
- Guardianship for the elderly and minors
|
|