Steve Looney Makes Notable Speaking Tour Across U.S.

By Julia Thomas | October 30, 2017

Dean Mead’s Chair of the Tax and Corporate department, Stephen R. Looney, speaks frequently throughout the country and his speaking tour is especially busy this year with 10 stops in seven cities. A list of dates, locations and presentation topics is provided below. Mr. Looney is the chair of the Tax & Corporate department at Dean Mead…

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2018 Inflation Adjusted Transfer Tax Exclusions and Exemptions

By Julia Thomas | October 26, 2017

On October 19, 2017, the IRS published in Rev. Proc. 2017-58 inflation adjusted exemptions and exclusions from the Federal gift, estate and generation-skipping transfer taxes, which are summarized in the following table: Inflation Adjustments for Federal Transfer Tax Exclusions and Exemptions 2017 2018 Gift Tax Annual Exclusion $14,000 $15,000 Estate and Gift Tax Lifetime Exemption…

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Dean Mead Hosts Estate and Trust Accountings Seminar in Stuart

By Julia Thomas | October 23, 2017

Wednesday, November 8, 2017 Registration and Networking: 11:30 a.m. Program: 12:00 p.m. – 1:15 p.m. Lunch will be provided for everyone. Location: Treasure Health – Wishart Parrish Room 1201 SE Indian Street Stuart, FL 34997 Estate and Trust Accountings: There are a variety of pitfalls, traps and missteps that practitioners and clients can make during…

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Florida’s Current Climate is Ripe for Solar Energy Tax Incentives

By Julia Thomas | October 20, 2017

For a number of years, certain Federal, state and local tax incentives have been available to promote, among other things, the importance of renewable energy like solar power. These incentives benefit Florida’s business owners and residents who choose to implement solar energy systems on their property.  Although this article will focus on opportunities for solar…

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Section 2704 Proposed Regulations Withdrawn!

By Julia Thomas | October 19, 2017

Last August, Dean Mead reported on the issuance of proposed regulations under Code section 2704 that would have significantly curtailed valuation discounts applicable to transfers of interests in closely-held family businesses for tax purposes.  These proposed regulations were seen as one of the most important developments in the estate planning community in recent memory, and…

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Loans Available to Growers Through Citrus Emergency Loan Program

By Julia Thomas | October 19, 2017

Florida Governor Rick Scott has expanded the previously-authorized Florida Small Business Emergency Bridge Loan to include Florida’s citrus businesses. Small business owners may qualify for up to $50,000, and citrus growers up to $150,000, in interest-free, short-term loans under the program. Funds made available under this program are not grants. They are not intended to be the…

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