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Strategic Tax Planning & Compliance for Individuals, Estates, and Businesses

Federal & Florida tax issues

Tax laws are constantly evolving, and navigating federal and Florida tax regulations requires a strategic, informed approach. At Drummond Wehle Yonge LLP, we provide comprehensive tax planning and compliance services for individuals, businesses, and estates, helping you minimize tax liabilities while ensuring full compliance with IRS and state regulations.


Whether you need guidance on estate tax planning, business tax structuring, or probate-related tax issues, our attorneys deliver practical, results-driven solutions tailored to your financial goals.

Protect Your Wealth With Smart Tax Planning

Our Federal & Florida Tax Services

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Estate & Inheritance Tax Planning

While Florida does not have a state estate tax, federal estate taxes may still apply to high-net-worth individuals. Our firm helps:

  • Develop tax-efficient estate plans to reduce liabilities
  • Utilize trusts and gifting strategies to protect wealth
  • Ensure smooth transfers of business and personal assets
  • Navigate capital gains and inheritance tax implications

We structure estates to preserve wealth and minimize tax burdens on your heirs.

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Business Tax Structuring & Compliance

Every business must navigate federal, state, and local tax regulations. Our team helps:

  • Choose the most tax-efficient business entity (LLC, S-Corp, C-Corp, Partnership)
  • Ensure corporate tax compliance to avoid penalties
  • Develop strategic tax plans that maximize deductions and credits
  • Assist with sales tax, payroll tax, and IRS filings


Whether you are launching a new business or restructuring an existing one, we ensure your company is built on a strong tax foundation.



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Tax Considerations in Probate & Estate Administration

Executors and personal representatives must handle estate-related tax obligations, including:

  • Filing the final income tax return of the deceased
  • Determining whether estate tax applies
  • Managing inheritance tax considerations
  • Distributing assets in a tax-efficient manner
  • Mistakes in tax filings can lead to costly penalties.
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IRS Disputes & Audit Representation

If you or your business is facing an IRS audit or tax dispute, our attorneys provide strong legal representation to:

  • Negotiate tax settlements and penalty reductions
  • Assist with IRS audits, appeals, and payment plans
  • Represent you in disputes over tax assessments


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Tax Planning for High-Net-Worth Individuals

For those with significant assets, tax laws can be complex. We help business owners, investors, and executives:

  • Minimize capital gains tax on real estate and investments
  • Use tax-advantaged trusts for wealth transfer
  • Implement charitable giving strategies to reduce taxable income



  • Does Florida have an estate or inheritance tax?

    No, Florida does not have an estate or inheritance tax. However, the federal estate tax applies to estates exceeding $13.61 million (as of 2024).


    Proper planning ensures that high-net-worth estates can minimize tax burdens.

  • How can I reduce estate taxes for my heirs?

    Several strategies can minimize estate tax liability, including:

    • Establishing tax-advantaged trusts
    • Gifting assets to family members before death
    • Charitable giving to reduce taxable estate value
    • Business succession planning to transfer ownership tax-efficiently

    A well-structured estate plan ensures assets pass to beneficiaries with minimal taxation.

  • What business structure is best for tax efficiency?

    It depends on your business goals:

    • LLCs provide pass-through taxation and liability protection.
    • S-Corps allow owners to reduce self-employment tax.
    • C-Corps are taxed separately but allow for more investment opportunities.

    Our attorneys help choose the best entity for your financial goals.

  • How do I get started with tax planning?

    The first step is a consultation with our tax attorneys to assess your financial situation and goals. We help with:

    • Business tax structuring and compliance
    • Estate tax reduction strategies
    • IRS audit defense and dispute resolution

Frequently Asked Questions About Tax Issues in Florida

Tax laws are complex, but with the right legal guidance, you can maximize savings and avoid unnecessary risks. Whether you need help with estate taxes, business tax planning, or IRS disputes, we are here to assist.

Why Choose Drummond Wehle Yonge LLP for Tax Law Services?

  • Experienced Tax Attorneys – Our team understands the intricacies of federal and Florida tax laws for estates, businesses, and individuals.
  • Proactive, Tax-Efficient Solutions – We develop customized strategies that maximize tax savings and minimize liabilities.
  • IRS & Estate Tax Compliance – We ensure your estate, business, or personal tax filings are fully compliant, avoiding costly mistakes.
  • Strategic Business & Estate Tax Planning – We work with business owners, high-net-worth individuals, and executors to implement tax-efficient solutions.
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