William R Swindle
Taxation Practice
The firm's tax attorneys provide professional tax advice to clients seeking to avoid tax problems as well as those already involved in disputes with federal, state, municipal and local tax authorities. Our tax department has significant experience counseling individuals, for-profit and not-for-profit corporations, partnerships, professional associations, limited liability companies, co-operatives and real estate investment trusts with respect to international, U.S., state and local taxation matters. Some of the many services that we can provide to clients include:
* guidance with respect to choice of entity decisions;
* structuring and planning of corporate reorganizations, acquisitions and dispositions, both taxable and non-taxable;
* structuring and planning of compensation packages, including the use of qualified and non-qualified stock options, phantom stock, share appreciation rights and other types of fringe benefits;
* general and specific assistance with respect to qualified retirement planning;
* integrated income tax and estate planning advice for business owners and highly compensated executives;
* representing taxpayers before the Internal Revenue Service at the civil audit and appellate conference stages;
* representing taxpayers in actions brought before the United States Tax Court and the United States District Courts;
* representing businesses and individuals in criminal tax investigations and proceedings;
* representing taxpayers in a wide variety of proceedings with respect to the assessment, payment and collection of sales and use taxes, employment taxes, property taxes, and all types of other state and local taxes; and
* advice and representation of other tax professionals concerning compliance with IRS Circular 230 and the reporting requirements imposed on "material advisors" by the Internal Revenue Code.
The primary goal of our tax attorneys in representing every client is to assist the client in achieving the clients' goals while minimizing overall tax costs. To accomplish this goal, we work closely not only with our clients but also with our clients' accountants, financial planners and other professional advisers. Years of experience representing both small and large businesses with national and international interests often enables us to provide clients with creative and innovative methods of limiting their overall tax exposure.
When necessary, our tax department is able to call upon experienced litigators for specialized support in pursuing reductions in taxes before county Boards of Revision as well as the Board of Tax Appeals.
Taxation is one of the few areas in which our firm regularly represents clients in criminal proceedings. We recognize the close ties that generally exist between a criminal tax prosecution and civil tax proceedings and our approach with respect to both is to seek solutions that have the least punitive impact upon our clients.
Tax Law Certified Attorney - Florida Bar
William R Swindle
Shumaker, Loop & Kendrick LLP
101 E Kennedy Blvd #2800
Tampa FL 33602-5150
Tel: 813 221-7430
Fax: 813 229-1660
E-mail: bswindle@slk-law.com
WILLIAM R. SWINDLE is a partner in the tax and wills, trusts and estates practice groups in the Tampa, Florida office of Shumaker, Loop & Kendrick, LLP. His principal areas of practice are tax law and estate planning.
Mr. Swindle 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.
Mr. Swindle 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 spoke and authored articles to raise the awareness of Wachovia among tax and estate planning professionals. Prior to joining Wachovia, Mr. Swindle 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.
Mr. Swindle is Board Certified by the Florida Board of Legal Specialization and Education in both Tax and Wills, Trusts & Estates and is AV® Peer Review Rated by Martindale-Hubbell. Mr. Swindle 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.
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