Jay Van Heyde Co-presents on ESOP Transactions and Administration

By Julia Thomas | September 22, 2016

Shareholder Joseph “Jay” Van Heyde II co-presented on the topic “Taxation Of, And Accounting For, ESOP Transactions and Ongoing Administration” during the Fall Conference of the New South Chapter of the ESOP Association at Rosen Shingle Creek on September 15. Van Heyde is a member of the Legislative and Regulatory Committee for the ESOP Association…

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51st Annual Southern Federal Tax Institute

By Julia Thomas | September 20, 2016

Dean Mead was a partner sponsor for the 51st Annual Southern Federal Tax Institute held at the Grand Hyatt Atlanta in Buckhead, September 19-23. Shareholder Charlie H. Egerton presented during the ‘What’s New in the Income Tax World?’ sessions on Monday, September 19, 2016. His presentation topic “Optimizing Capital Gains Tax Rates in Sales Transactions” focused on…

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HOA Blog Series Part II: What Restrictions Exist in a HOA?

By Julia Thomas | September 12, 2016

Understanding My HOA In part one of the series, we answered what it means to live in a neighborhood association. Basically, it means that you live in a distinct area and that area, along with each of the property owners within it, are subject to a set of rules and regulations. Those rules and regulations…

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6th Annual Florida Agriculture Financial Management Conference Soars to New Heights

By Julia Thomas | September 6, 2016

The 2016 Florida Agriculture Financial Management Conference (FAFMC) was held at the Omni Orlando Resort at ChampionsGate August 25-26. Over 150 attendees received valuable information on the latest trends and tools to assess and manage the overall financial health of their agri-businesses. Dean Mead attorneys featured during the Water Panel and Legislative Update sessions included…

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Dean Mead Shareholder Jonathan Wallace Earns Florida Bar Board Certification in Real Estate

By Julia Thomas | August 31, 2016

Orlando, FL — Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A. recently announced that Jonathan D. Wallace, shareholder in the Orlando office, has earned Board Certification in Real Estate from The Florida Bar Board of Legal Specialization & Education. This is a significant milestone in Wallace’s legal career because he is now distinguished as a…

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Florida’s Water Crises: Can We Afford The Solutions? (Part I)

By Julia Thomas | August 24, 2016

If you want to get the attention of your elected officials in Florida, make sure there is an event that may adversely affect the tourism industry! The State of Florida receives (on average) between 50 – 60 inches of rain each year. Currently, our water management system is designed primarily as a drainage system with…

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IRS Holds Surgery Center Can Offset Passive Losses

By Julia Thomas | August 24, 2016

In a recent technical advice memorandum, the National Office of Chief Counsel determined that a properly structured surgical center can be treated as a separate economic unit from a physician owner’s medical practice.  Thus, a physician-owned surgical center can be considered as a passive activity for material participation purposes, even though the physician has an…

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IRS Attack on Valuation Discounts Creates Urgency for Transfer Tax Planning Prior to Year-End

By Julia Thomas | August 23, 2016

On August 2, 2016, the IRS issued proposed regulations under Code section 2704 that, if finalized in their current form, will effectively eliminate any meaningful valuation discounts for transfers of interests in family-controlled entities between family members. The issuance of these proposed regulations is one of the most important developments for high net worth families…

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