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Florida Gift Tax vs. Federal Gift Tax: Key Differences & How to Save Money in 2025

Florida Gift Tax vs. Federal Gift Tax: Key Differences & How to Save Money in 2025

April 19, 2025 Mary Conte

Giving money or property to loved ones should be a joyful experience, but it can trigger tax concerns.  While Florida doesn't have a state...

Understanding the 5 Types of LLCs in Florida: Which One is Right for You

Understanding the 5 Types of LLCs in Florida: Which One is Right for You

April 19, 2025 Mary Conte

Starting a business in Florida involves making several important decisions, with choosing the right business structure at the top of your...

Florida Gift Tax: What You Need to Know in 2025

Florida Gift Tax: What You Need to Know in 2025

February 18, 2025 Mary Conte

Florida stands apart from many states when it comes to gift taxes. Florida does not impose a state-level gift tax, making it an attractive place for...

Choosing the Best Florida LLC: Pros and Cons of Different Business Entities

Choosing the Best Florida LLC: Pros and Cons of Different Business Entities

February 18, 2025 Mary Conte

Starting a business in Florida requires careful planning and choosing the right structure. Florida ranks as the fifth most favorable state for LLCs,...

Minimizing Tax Liabilities in Florida: 2025 Gifting Strategies and Trusts for Business Succession Planning 

Minimizing Tax Liabilities in Florida: 2025 Gifting Strategies and Trusts for Business Succession Planning 

January 24, 2025 Mary Conte

The year 2025 brings big changes for Florida business owners. Tax laws are set to change, impacting how you plan for your company's...

Peace of Mind in 2025: How Buy-Sell Agreements and Insurance Policies Protect Florida Businesses During Succession

Peace of Mind in 2025: How Buy-Sell Agreements and Insurance Policies Protect Florida Businesses During Succession

January 24, 2025 Mary Conte

Business owners in Florida face unique challenges when planning for the future of their companies. A well-structured succession plan can make all...

The Ultimate Guide to Settling an Estate in Florida: 2025 Edition 

The Ultimate Guide to Settling an Estate in Florida: 2025 Edition 

December 16, 2024 Mary Conte

Imagine Emily, a devoted daughter, faced with the overwhelming task of settling her late father’s estate in Florida. She was determined to honor...

7 Essential Steps for Florida Business Succession Planning in 2025

7 Essential Steps for Florida Business Succession Planning in 2025

December 16, 2024 Mary Conte

Planning for business succession is crucial for Florida companies looking to the future. As 2025 approaches, owners need to consider smoothly...

Navigating the Challenges of Lady Bird Deeds in Florida: Mary Conte’s Guide to Peace of Mind for Clients

Navigating the Challenges of Lady Bird Deeds in Florida: Mary Conte’s Guide to Peace of Mind for Clients

October 31, 2024 Mary Conte

Navigating the complexities of estate planning can be daunting, especially when understanding the intricacies of Lady Bird deeds in...

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