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Tax Planning


Our team of tax attorneys understands the complications, nuances, and ever-changing tax law to help our clients achieve the most efficient business structure upon formation, and effectuate transactions and exists in order to maximize tax benefits and avoid tax disasters. Whether your business is a C corporation, S corporation, partnership, limited liability company, or sole proprietorship, we have the experience to work with you to structure your transaction to achieve efficient tax results under international, federal, and state and local tax laws.

FMH welcomes the opportunity to work with you and your business whether you are at the start-up phase, the operational phase, or the exist phase. We are adept at identifying and planning for the associated tax consequences to help you and your business achieve your objectives.

Estate Planning/ Charitable Giving

FMH offers a full range of estate planning services to work with you to establish your objectives and then implement them efficiently and effectively. We adjust our approach to meet your specific needs and the needs of your family. Our estate plan services may include the preparation of trusts, wills, powers of attorneys, living wills, and health care surrogates.

Our services also include focusing on lifetime tax minimization strategies, such estate, gift, and generation-skipping transfer taxes, and implementing advanced planning strategies, such as family limited partnerships (FLPs), spousal lifetime access trusts (SLATs), grantor retained annuity trusts (GRATs), life insurance trusts (ILITs), and sales to grantor trusts (IDGTs).

We can also advise donors and donees on charitable gifts, and analyze both the tax and practical (non-tax) aspects of alternatives to come up with an impactful and efficient giving plan for our client.

We look forward to working closely with you to craft the best estate plan for your unique situation.

Tax-Exempt Organizations

FMH has significant experience with all aspects of the life-cycle of tax-exempt organizations, including forming (and terminating) public charities and private foundations. Whether you have a dream of starting your own charity, an existing charity with compliance or operational issues, or a need to terminate or combine your charity with another tax-exempt organization, our team of experienced tax attorneys can guide you through the attendant and complex federal and state legal issues.

Real Estate Tax Issues

FMH can help with federal, state and local tax issues affecting your real estate business or investment, including analyzing the most tax efficient manner to acquire, operate, and exit your real estate business or investment. We also have experience handling Section 1031 exchanges and work closely with accountants and qualified intermediaries to facilitate the deferral of gains on the sale of real estate.

Our team has experience negotiating and resolving property tax issues with the local property appraiser’s office and value adjustment boards, and have been able to successfully reduce property taxes for our clients.

If you want to learn more about creating or participating in qualified opportunity zone funds, FMH can help. We have worked with clients on both the formation and compliance issues associated with qualified opportunity zone funds.

Prenuptial Agreements / Divorce

While parties enter a marital relationship with every expectation that the marriage will be successful, they nevertheless may recognize the possibility that the marriage will not succeed, despite their best intentions and efforts. Accordingly, they wish to make provisions for their mutual rights and obligations in the event of divorce. FMH routinely prepares and negotiates prenuptial before marriage and postnuptial agreements during marriage.

In the event of a separation or pending divorce, FMH can assist in preparing or changing your estate plan to help protect you and your heirs.

In Addition, tax issues are always an important aspect of divorces but are, unfortunately, often overlooked to the detriment of the client. FMH works closely with family law counsel both during the negotiations of the marital settlement agreement and after the marital settlement agreement has been executed to ensure that property is divided and transferred in a tax-efficient manner.

Wealth Protection planning

FMH can help with proactive planning to protect your assets from external creditor attacks and frivolous lawsuits, all within the confines of applicable law. The best wealth protection plan is implemented before the client has any existing or foreseeable creditor claims.

Our team can evaluate your current asset and investment ownership, and advise of an efficient and effective manner of transferring these assets to a more protected form of ownership. We often implement wealth protection plans in conjunction with a client’s estate plan.

Trust and Estate Administration

We represent individual and corporate personal representatives and trustees in trust, estate, and probate administration throughout Florida. We prepare and file the appropriate forms and tax returns with the IRS, such as estate, gift, and generation skipping transfer tax returns. We also represent fiduciaries in trust and estate litigation, will and trust contests, and estate and gift tax controversy matters.

360° Tax Law Expertise

Micah Fogarty

Micah Fogarty 

Matt Mueller

Matt Mueller

Brian Harris

Brian Harris