Geoff LeShane
@leshanecpa.bsky.social
CPA | EA | Lover of Family, Small Business, My Dog, Mountain Biking, Cycling, & Building/Fixing Stuff
Been revising estate plan (preparing for meeting w attorney next week). How are solo owners (in Florida) holding their firm interest. My understanding is 51% Florida CPA firms have to be owned by licensed CPA. Does this mean no revocable trust ownership? Is probate avoidable? Any ideas to consider?
November 16, 2024 at 3:22 AM
Been revising estate plan (preparing for meeting w attorney next week). How are solo owners (in Florida) holding their firm interest. My understanding is 51% Florida CPA firms have to be owned by licensed CPA. Does this mean no revocable trust ownership? Is probate avoidable? Any ideas to consider?