Have A Happy 2020!
By: Stuart R. Morris, Esq., CPA, B.C.S. - January 13, 2020
It’s the start of a brand new year and a brand new decade. We hope you enjoyed the holiday season and are rested and ready to get back to business. Exclusively for South Florida financial advisors, CPAs, attorneys, etc., Morris Law Group will be holding its biannual Essential Estate Planning Summit for Advisors on Jan. 30, 2020. Special guest Tom Gresh and Tammy Henderson from Marsh & McLennan will join the Morris Law Group attorneys for important presentations and discussions on wealth preservation, taxes and asset protection. Make plans to attend and RSVP today by emailing Marketing@Law-Morris.com.
In the January newsletter, you’ll read more about the state of the Florida medical malpractice insurance market by our guest writer Matt Gracey, a medical malpractice insurance specialist with Danna-Gracey. We also discuss the applicable estate tax exclusion amount for 2020 and recommend examining your gifting strategy this year due to the current political climate and potential changes on the horizon.
Make 2020 your best year yet!
Stuart Morris, Esq., CPA, B.C.S.
Founding Partner, Morris Law Group
** Disclaimer Required by IRS Circular 230** Unless otherwise expressly approved in advance by the undersigned, any discussion of federal tax matters herein is not intended and cannot be used 1) to avoid penalties under the Federal tax laws, or 2) to promote, market or recommend to another party any transaction or tax-related matter addressed.