Welcome to Daszkal Bolton LLP

Daszkal Bolton LLP is one of the most highly recommended certified public accounting and financial consulting firms serving South Florida. For almost 20 years we have been serving individuals, families, entrepreneurs, public and private corporations, as well as not for profit organizations. Consistently ranked as one of the Top 25 Accounting Firms in the region for tax, audit, and accounting, Daszkal Bolton offers a unique blend of technical knowledge, experience, and customized services to a broad range of industries. 

Our Portfolio of Services Include: 

Industries Served Include:                           

 

 

 

April 2012

The Estate Planning Impact of the President’s Budget Proposal

President Obama recently released his fiscal year 2013 budget proposal. Even though the estate planning provisions may not be enacted this year, there might be an impact on estate and financial planning from provisions affecting intentionally defective grantor trusts (IDGTs), valuation discounts, and grantor retained annuity trusts (GRATs). Daszkal Bolton recommends that clients know what the President’s legislative agenda for this year is, and be prepared for estate tax provisions that might eventually be enacted.

To See Tim Devlin's Article on How Estate Tax Provisions in the President's Fiscal Year 2013 Budget Proposal Might Affect You, click here

April 2012

Parameters to Consider For New Partners

Business owners and stakeholders need to know there are important issues to consider when contemplating bringing in a new shareholder or partner to help run their business, and if you will be the new partner, you need to know some of the issues at stake when you step into a business.

A new “Partner” could be an incoming doctor, dentist, chiropractor, software writer or other professional who will directly service clients on a full-time basis. Your “Company” could be a professional corporation, LLC or Partnership depending on profession.

Key Point: New partners are brought in to expand business and to build up revenues. The risk is that the existing group and the new partner might not fit well together, may differ on the group’s guiding principles or work ethic, or the new partner’s skills might not be a good fit. What do you do then??? That is where a well constructed Buy/Sell Agreement can make sense and avoid certain tax issues.

To read Kevin Reynolds' Article and Learn What’s at Stake, click here