Lessons from years of IRS practice on what high-net-worth families actually need from their advisors By Emma Smith, Senior Counsel at Comiter Singer (Former Attorney at IRS Chief Counsel) By the time a tax return is being prepared in March or April, almost every meaningful planning lever has already passed.…
Category: CS Blog
Relocating to Florida is a dream for many individuals and families seeking warm weather, favorable tax laws, and a fresh start. But legally speaking, moving is more than changing your address. Questions often arise about domicile, taxes, estate planning, and whether ties to your former state truly end once you…
Homestead law is one of the more complex areas in Florida estate planning. This blog post will provide a general homestead overview, but it will not cover the full spectrum of the rules or the many exceptions. For those of you planning to file for your homestead exemption, please be…
By Emma Smith On July 4th, President Trump signed into law the One Big Beautiful Bill Act (the “Act”)—a nearly 1,000-page legislative package that enacts sweeping policy changes across nearly every major sector of the American economy and represents one of the most significant pieces of federal tax legislation since…
Congratulations to Brian Spiro and Anya Van Veen on obtaining a summary judgment in the United States District Court for the Southern District of Florida in an inheritance dispute. The action centered on the interpleader of the death benefit for a Decedent’s life insurance policy where competing claims were submitted…