ESOP FAQs

An ESOP (Employee Stock Ownership Plan) is an attractive way to access the personal wealth currently trapped in the shares of Florida’s privately owned businesses and share the wealth with the employees that helped create that business. What is an…

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Does McCord matter? Did it ever?

The Phone Call The Tax Court’s decision addressing McCord v. Commissioner set off alarms that prompted an attorney, and client, to contact our firm to discuss its impact on calculating valuations. Certain it sounded a death-knell for the application for…

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Consumer Directed Healthcare

The current push from business and government to shift healthcare responsibility and costs to individual consumers, often called Consumer Directed Healthcare, is laying the groundwork for the creation of a wide array of new kinds of businesses, services and products,…

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