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Charles J. Zimmerer

Tax Attorney at Miami, FL

5.0   12 reviews

About Charles

Learn Charles’s areas of practice.

1
Practice area
  1. Tax
    100%
    Defense of IRS income tax audits and Florida DOR sales tax audits. Advise clients on charitable giving, retirement tax planning, capital gains, capital losses, S-Corporation, C-Corporation, Partnership, LLC selection, formation, and tax efficient operation. Advise clients on international taxation issues such as non-US-resident, non-US-domiciliary real estate investment in USA. Advise US client on foreign direct investment outside US.

    18 years, 120 cases

BITCOIN

Bitcoin is a peer-to-peer electronic cash system. It is intended as a means of payment. Bitcoin is called a cryptocurrency because it is encrypted. Bitcoin relies on two encryption keys. One public and one privately created. Bitcoin relies upon Blockchain technology to function. The Blockchain is the record keeping system (or ledger of transactions) that Bitcoin, and many other virtual currencies for that matter, rely upon to function. Bitcoins are registered to address keys. The Blockchain records Bitcoin transactions and the history of the Bitcoin ownership. Bitcoin is a decentralized currency. There is no government or authority that administers Bitcoin. Bitcoin was created as an open source software. The decentralized Blockchain consists of numerous independent computers that store copies of the ledger across the globe. Is Bitcoin subject to taxes? In the USA, yes. If you receive Bitcoin for services, it may be includable in income and you are required to report it on your IRS Form 1040. If you sell appreciated Bitcoin, you may owe capital gains taxes. #bitcoin #ethereum #altcoin #litecoin

Bitcoin IRS Disclosure

Are you worried about the IRS discovering your Bitstamp or Coinbase account? There's reason to worry as the IRS is aggressively pursing John Doe Subpoenas against crypto wallets. A federal court has recently yordered disclosure of all accounts above $10,000. Now is the time to get into compliance with the IRS before you receive an audit letter. You should not represent yourself. Your counsel should pursue a strategy of minimizing penalties and interest. Failing to report income from bitcoin, litecoin, ethereum, bitcoin cash, and altcoin transactions constiteus a crime. The IRS is secretly pursuing people who have failed to report cryptocurrency transactions on their income tax returns. If you are a US citizen or resident, you must report income from all sources within and outside of the U.S.  This is true whether you received a W-2 or 1099. 

NUA

Do you own company stock in your 401k? Would you like to cut your taxes in half when you retire? NUA Net Unrealized Appreciation is the answer. Many financial advisers are aware of it, but can't advise on the tax consequences. Most tax preparers have never heard of it because the IRS has published very little in the way of information regarding it. It took numerous hours researching the Internal Revenue Code and Treasury Regulations related to retirement plans to understand the transaction. How it works is quite simple: you make a lump-sum distribution of your 401k. This is a rollover. In that process, you distribute your company stock (or employer stock such as HEICO, FPL, NextEra Energy, Chevron, to name a few) to a brokerage account. You will owe tax on the basis of the stock. This is what you purchased it for many years ago in your ESOP or LESOP retirement account. The appreciation of the stock all those years will be subject to long term capital gains. You would want to take advantage of this if your stock has gone up in value since you acquired it. Furthermore, if you did not do this transaction, you would pay ordinary income rates as high as 39.6%. So what would you rather pay in taxes, 0%, 15%, or 20%, in capital gains tax rates, or 39.6%?Do you have charitable intentions? You should let us show you how to maximize your charitable giving. Consider giving appreciated stock directly to a charitable account versus selling it, paying taxes on the stock, and then claiming a miscellaneous deduction. Finally, learn how to make tax efficient decisions and reduce your tax liability legally. Contact us for a complimentary 15-minute consultation by telephone. #nua

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Licensed for 19 years
State NY
Status Currently Registered
Acquired 2018
Updated 06/08/2022
State DC
Status Good Standing
Acquired 2011
Updated 06/08/2022
State FL
Status Member in Good Standing
Acquired 2003
Updated 11/23/2022

We have not found any instances of professional misconduct for this lawyer.

Contact Charles

Charles J. Zimmerer PA
Suite 507
601 Brickell Key Drive
Miami, FL, 33131

Reviews

5.0 / 5.0
  12 customer reviews
5 Star
 
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Posted by anonymous | February 23, 2018
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Highly recommended
I recently had the chance to speak with Mr. Charles Zimmerer. Mr. Zimmerer is extremely patient, friendly, trustworthy, and knowledgeable!
Posted by Fernando | January 8, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Agreement
We had an agreement we needed to change up in a hurry. We did it with him and he did a great job!
Posted by Ronaldo | December 26, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Rain Maker
Professional and wins !! Made sure I understood things by talking in layman’s terms. Kept appointments with no excessive waiting.
Posted by Marie | December 23, 2017
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Best Tax Attorney
I would highly recommend Charles Zimmerer if you are in need of a competent, professional and hard working Tax attorney.
Posted by Kathelyn | December 17, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Bitcoin Lawyer
Thanks for consulting me on my Bitcoin tax issues with the IRS. I though I was going to have to pay a fortune.
Posted by anonymous | December 14, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Settlement of dispute
Charles resolved a dispute with a major corporation that resulted in a favorable monetary resolution for us and did so in a timely fashion. We were very pleased with the result and recommend him highly.
Posted by Frank | March 23, 2015
Frank from Texas
Mr. Zimmerer was of great assistance to me with my case, providing much good insight into how to form and present an appropriate and successful strategy up front. He understands the importance of what information is significant and explains it in a way that is understandable and supportive. He also is able to specify what is not usable or not necessary and this is helpful in making the process go smoothly without any wasted time. I got a good feeling about him from the start because of his experience and knowledge, and this proved to be correct.
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Posted by Linda | November 26, 2014
Highly recommend!
I sought Charles' assistance for a tax matter at my university. They had an unfair policy where they were taxing employee scholarships. He took on the university tax office and won! He not only resolved the issue for me, he resolved it for all of the other student employees. Their policy was in error and, as a result of his in depth explanation of the tax code, the university changed their policy and students now find relief from that tax burden. The university even went back and re-issued W2's for all of the affected students. Charles is very knowledgeable and was persistent in resolving this issue. The administrators at the financial aid office were grateful for Charles' intervention to correct this policy. Thank you, Charles! I highly recommend this attorney for legal and tax matters!
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Posted by anonymous | November 19, 2014
Efficient and Effective Tax Lawyer
I hired Charles to be in compliance with U.S. tax after investing in real property in the U.S. Not only was he able to file all the returns but also help us save a huge amount in taxes. Great work!
Posted by Bob | October 1, 2014
Damages to my car
Charles handled my case last year when my car was damaged on a major store parking lot by a runaway shopping cart. While the store claimed they were not responsible , they paid an amount that fully covered damages to my car. Charles was courteous, professional and timely in his representation. I recommend him highly.
Posted by John | September 22, 2014
Excellent Attorney
Charles Zimmerer is an excellent attorney. I used his services for a real estate issue and a business issue. He was very knowledgable about the issues, and was very helpful in resolving them. I would highly recommend this attorney, and will use his services again.
Posted by Paul | May 27, 2013
Attorney Charles Zimmerer to the rescue....
I was being bullied with a frivolous lawsuit by an ex-creditor (landlord) whose debt was discharged in my bankruptcy. Prior to Attorney Zimmerer taking my case I was having quite a difficult time getting the judge to dismiss the case albeit the landlord was violating a federal court order by suing me. Attorney Zimmerer got the landlord to sign an agreement to dismiss the lawsuit in a flash. Attorney Zimmerer is efficient, extremely effective and very sharp.
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Cost

We have not found any cost information for this lawyer

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Tax Attorney
  • Charles J. Zimmerer PA
  • 2007 - Present
  • Prosecuting Attorney
  • Broward County State Attorney's Office
  • 2003 - 2007

Education

  • University of Florida, Fredric G. Levin College of Law
  • JD - Juris Doctor
  • 2003
  • Florida Atlantic University
  • BS - Bachelor of Science
  • 2000

Legal Cases

  • NUA Net Unrealized Appreciation
  • Saved 50% in tax
  • Preparer / Promoter Representation IRC 6701
  • Favorable to Client
  • Representing Tax Preparer I.R.C. 6694
  • Favorable to Client
View all legal cases

Associations

  • Brevard Hispanic Center
  • Board Member
  • 2014 - Present
  • Florida Bar, Tax Section
  • Member
  • 2014 - Present
  • Florida Bar, Real Property and Probate Law Section
  • Member
  • 2014 - Present
  • American Association of Attorney-Certified Public Accountants
  • Board Member
  • 2013 - Present
  • Florida Board of Accountancy, Division of CPAs
  • Certified Public Accountant
  • 2007 - Present
  • Campaign to Re-Elect County Court Judge John "Jay" Hurley
  • Campaign Treasurer
  • 2016 - 2016
  • Campaign to Elect Kim Theresa Mollica
  • Campaign Treasurer
  • 2016 - 2017
  • Campaign to Elect Keith S. London
  • Campaign Treasurer
  • 2014 - 2014
  • Ari Abraham Porth Campaign for Circuit Court Judge 17th Judicial Circuit
  • Campaign Treasurer
  • 2012 - 2012
  • Campaign to Elect Dan Daley for Coral Springs City Commission
  • Campaign Treasurer
  • 2012 - 2014
  • Ari Abraham Porth Campaign State Representative District 96
  • Campaign Treasurer
  • 2007 - 2007
View all associations

Languages Spoken

  • English
  • Spanish
  • French

Awards

  • AV Preeminent Peer Review Rated Highest Lvl of Prof. Excellence
  • Martindale-Hubbell
  • 2017
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2017
  • High Ethical Standing
  • Martindale-Hubbell
  • 2017
  • Client Champion Platinum Award
  • Martindale-Hubbell
  • 2017
  • Top Contributor
  • Avvo
  • 2014
  • Top Attorney 10.0
  • Avvo
  • 2014
  • Achieved "10+" five-star reviews
  • Avvo
  • 2014
  • Cum Laude
  • University of Florida Levin College of Law
  • 2003
View all awards

Publications

  • American Journal of Trial Advocacy
  • Exhaustion of Administrative Remedies in Immigration Cases: Finding Jurisdiction to Review unexhausted claims the board of immigration appeals considers sua sponte on the merits (editor)
  • 2010
  • Cardozo Journal of International and Comparative Law (Credited as Editor)
  • Immigration Law: Nowhere to turn--illegal aliens cannot use the freedom of information act as a discovery tool to fight unfair removal proceedings (Credited as editor)
  • 2008

Speaking Engagements

  • University of Miami Lunch and Learn
  • Miami Law Student Fall Luncheon (Learning About Sole Law Tax Practice)
  • 2015

Attorney endorsements

Received (15)
Given (33)
Unknown Attorney | Mar 07
Relationship: Fellow lawyer in community
"I endorse this lawyer as their impressive legal analysis and thoughtful responses display the thorough approach necessary to achieve results for clients"
Tax Attorney | Oct 09
Relationship: Worked together on matter
"I endorse this lawyer. Charles is an outstanding professional. Highly skilled, trustworthy and respected in the community, we have worked together with excellent results."
Tax Attorney | Apr 24
Relationship: Worked together on matter
"Charles is not only a highly skilled tax lawyer for taxpayers with international tax concerns, he also has a great feel for business generally. Charles and I have collaborated on several complex matters. Besides bring his tax expertise, Charles contributed a number of highly practical and very useful approaches to nontax business matters. I strongly endorse this lawyer."
Tax Attorney | Nov 18
Relationship: Fellow lawyer in community
"I endorse this lawyer. Charles is an exceptional attorney. If you need a tax attorney, this is the person to hire. He is extremely knowledgeable and professional. I would hire him without hesitation."
Tax Attorney | Jul 02
Relationship: Worked together on matter
"I endorse this lawyer. Charles is both a CPA and attorney, giving him detailed knowledge to help his clients in business, personal, and international matters."
Tax Attorney | Apr 28
Relationship: Fellow lawyer in community
"Keen attention to detail with exceptional client service. I endorse this lawyer."
Tax Attorney | Apr 16
Relationship: Other
"Charles has outstanding client reviews that evidence his commitment to his clients. I endorse this lawyer."
Unknown Attorney | Feb 20
Relationship: Other
"A highly skilled and respected lawyer in the legal community.I endorse this lawyer."
Tax Attorney | Feb 16
Relationship: Fellow lawyer in community
"I wholeheartedly endorse this lawyer. A top-notch attorney, highly respected in the legal community."
Tax Attorney | Feb 13
Relationship: Fellow lawyer in community
"Highly intelligent and extremely personable. Charles is a great attorney!"
Unknown Attorney | Jan 19
Relationship: Fellow lawyer in community
"Top-notch attorney. Highly respected in the legal community."
Tax Attorney | Dec 25
Relationship: Fellow lawyer in community
"I wholeheartedly endorse this lawyer. A brilliant, trustworthy and highly respected attorney in the legal community."
Litigation Attorney | Oct 02
Relationship: Opposing Counsel on matter
"I endorse this lawyer."
Unknown Attorney | Aug 26
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Tax Attorney | Jul 31
Relationship: Fellow lawyer in community
"I endorse this lawyer. Charles is very passionate about helping clients comply with tax laws, especially international tax issues. Highly recommended!"
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