| William R. SwindlePartner, Tax & Benefits Practice Co-Administrator |
|
William R. Swindle is Board Certified by the Florida Board of Legal Specialization and Education in both Tax and in Wills, Trusts & Estates. He also serves as the Co-Chair of the Tax and Employee Benefits Department. Bill has extensive experience in the areas of estate planning and probate administration, and federal and state tax matters. He represents taxpayers in connection with individual, corporate, partnership, estate and gift, and trust tax matters, including planning and controversy resolution at the federal and state level. Bill served as the National Tax Director and a Senior Vice President with Wachovia Wealth Management where he provided technical expertise to members of the Financial Planning Group, assisted Wachovia's highest net worth clients, and authored articles and spoke to raise the awareness of Wachovia among tax and estate planning professionals. Prior to joining Wachovia, Bill was also a shareholder in the law firm of Kalish & Ward, P.A. and served as chairman of that firm's Tax and Estate Planning Department. He has authored numerous articles on tax and estate planning matters published in law reviews and bar publications and is a frequent lecturer on tax and estate planning topics. Bill also serves on the Editorial Board of Practical Tax Strategies, a monthly national tax publication. Honors- AV® Peer Review Rated by Martindale-Hubbell
- Best Lawyers in America
Professional and Community Affiliations- The Florida Bar
- Practical Tax Strategies magazine, Editorial Board
- Tampa Bay Estate Planning Council, former Board Member, 2005-2007
- Hillsborough County Bar Association, former Chairman, Real Property, Probate and Trust Law Section, 1989-1990; former Co-Chair of the Tax Section, 2005
- Circuit Court Probate Rules, Education and Liaison Committee; former Chairman, 1990-1991
News ReleasesPublications| 06.01.2010 | "Recent Cases Provide Relief For Substantiating Research Tax Credit Claims," Practical Tax Strategies | | 2010 | "Trust Accountings," Chapter 5 of Administration of Trusts in Florida, Sixth Edition | | 05.01.2009 | "Gifts of Partnership Interests: Avoid the IRS’s Indirect Gift Trap," Business Entities | | 01.01.2009 | "Don't Get Caught in the IRS’s Indirect Gift Trap for Partnership Interests," Practical Tax Strategies | | 08.01.2008 | "The Service’s Derivative Approach to Variable Prepaid Forward Sales," Practical Tax Strategies | | 07.01.2008 | "The Service’s Derivative Treatment of Variable Prepaid Forward Sales," The Florida Bar Journal | | 01.01.2008 | "Obtaining Split-Gift Treatment for Transfers to Trusts," Estate Planning Magazine | | 10.01.2007 | "Beneficiary Withdrawal Powers in Grantor Trusts – A Crumm(e)y Idea?" Estate Planning Magazine | | 07.01.2007 | "Qualifying Trust Transfers for Split-Gift Treatment," The Florida Bar Journal | | 2007 | "Accountings," Chapter 12 of Practice Under Florida Probate Code, Fifth Edition | | 2007 | "Trust Accountings," Chapter 5 of Administration of Trusts in Florida, Fifth Edition | | 2005 | "Accountings," Chapter 12 of Practice Under Florida Probate Code, Fourth Edition | | 10.01.1994 | "The Federal Tax Classification of Florida Limited Liability Companies," The Florida Bar Journal | | 1988 | "Allocation of Consideration in Asset Acquisitions" and "Tax Aspects of the Sale of a Business," Florida Bar CLE Practice Manual, Chapter 2 | | 1984 | "The Impact of Recent Legislation on the Dual Banking System," The Adelphia Law Journal | | 01.01.1983 | "The Defendants Right of Confrontation, Are the Exceptions Swallowing the General Rule," The American Journal of Trial Advocacy, 421-431 |
Events and Presentations| 02.07.2012 | "Maximizing Returns in M&A Transactions" | | 01.01.2005 | “Transfer Tax Planning for High Net Worth Individuals,” Southern Federal Tax Institute | | 01.01.2004 | “Estate Planning Update,” The American College, Bryn Mawr, Pennsylvania |
|
Education- LL.M., Taxation, University of Florida, 1985
- J.D., with honors, University of Florida, Order of the Coif, Chief Tax Editor of the University of Florida Law Review, 1984
- B.S., magna cum laude, Accounting, Florida Southern College, 1981
Bar and Court Admissions- Florida, 1985
- United States Tax Court, 1986
|