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Chat withState: Florida
Acquired: 1985
No misconduct found
State: South Carolina
Acquired: 1983
No misconduct found
1548 Lancaster Terrace, Jacksonville, FL, 32204-4129
238 Ponte Vedra Park Drive, Suite 104, Ponte Vedra Beach, FL
1548 Lancaster Terrace, Jacksonville, FL, 32204
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2009
Board Certified - Tax Law, Florida Bar
1988 - 1993
, Mahoney Adams, P.A.
1984 - 1988
, KPMG (formerly Peat Marwick)
1985 - Present
Estate Planning Council of Northeast FloridaPast President
Member
Member
Member
Member
Member
Member
Member
1984
LL.M - Master of Laws
1983
JD - Juris Doctor
1979
BS - Bachelor of Science
2015
Recent Developments
2014
Recent Developments
2014
Business Succession Planning
2013
Recent Developments
2012
Recent Developments in the World of Wealth Transfer Taxes
2012
Doing Well by Doing Good: Effective Use of Charitable Lead Trusts in Estate Planning
2011
Planning Under the 2010 Tax Act
2011
Wealth Transfer Taxes: Philosophical Musings and Charitable Intentions
2010
Charitable Planning in 2010
2009
Planning in Light of the 2010 Dilemma
2009
Advanced Estate Planning
English