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William R. Swindle

Partner, Tax & Benefits Practice Co-Administrator; Trusts & Estates Practice Co-Administrator
Bank of America Plaza
101 E. Kennedy Boulevard
Suite 2800
Tampa, FL 33602


Janet Stephenson

Board certified by the Florida Board of Legal Specialization and Education in wills, taxation, and trusts & estates, Bill serves as the co-chair of the Tax and Employee Benefits and the Trusts & Estates practice groups, focusing on estate planning and probate administration, and federal and state tax matters.  His board certifications, coupled with his previous role serving on the Florida Bar Tax Certification Committee, provide him an immeasurable amount of depth, which he brings to the table representing taxpayers in connection with individual, corporate, partnership, estate and gift, and trust tax matters, including planning and controversy resolution at the federal and state levels. Bill practices with the belief that it is important to take a personal interest in his clients, and to be able to talk and relate to them, taking the stress out of potentially difficult situations.

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, and assisted Wachovia's highest net-worth clients. Bill authored articles and spoke to raise the awareness of Wachovia among tax and estate planning professionals. 

Staying on top of tax issues and on top of his game, Bill 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. He also serves on the Editorial Board of Practical Tax Strategies, a monthly national tax publication.


  • AV® Peer Review Rated by Martindale-Hubbell
  • Best Lawyers in America, 2013 - 2019

Professional and Community Affiliations

  • Tax Certification Committee, The Florida Bar, past Vice Chair, 2014-2017
  • 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 Releases


September 2015"Goodwill in the Estate and Gift Tax Arena-Now It's Personal!," Estate Planning Magazine
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

Alternate biographies





  • 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



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