Koontz & Associates, PL

08/27/2025

📺 If you missed it live, you can now watch the full recording of our webinar “Do You Really Know What’s in Your Insurance Policy?”

Attorney Jo Ann Koontz and Nigel Bogaert from Five Star Claims Adjusting break down what your homeowners policy actually covers, the fine print most homeowners overlook, and what insurance companies don’t always tell you.

👉 Watch the recording here: https://www.koontzassociates.com/webinars/do-you-really-know-what-s-in-your-insurance-policy/?back=Videos

08/22/2025

📬 TRIM Notices Have Arrived!

If your notice looks higher than expected, you’re not alone—and you do have options.

If you missed our TRIM Notices & Property Tax Appeals Webinar, don’t worry! You can still catch the replay. In this session, we break down what your TRIM notice really means, how to spot potential errors, and what steps to take if you want to appeal your property tax assessment.

🎥 Watch the recording here: https://www.koontzassociates.com/webinars/florida-trim-notices-and-property-tax-appeals/?back=Videos

Feel free to share with friends, neighbors, or colleagues who may find this information valuable!

08/20/2025

FREE WEBINAR: Tomorrow, August 21st at 10am

Join Attorney Jo Ann Koontz and Five Star Claims Adjusting for a free, eye-opening webinar that reveals what your policy really says—and what insurance companies won’t tell you.

- What’s truly covered in your policy (and what’s not)
- Hidden limitations and the rise of restrictive provisions
- The top reasons claims get denied or underpaid
- The difference between a public adjuster and an insurance adjuster—and why it matters
- How having a public adjuster on your side can change the outcome = of your claim

Whether you’ve experienced recent damage or simply want to be better prepared, this is your opportunity to get informed, empowered, and protected.

Hear real stories. Get real advice. Ask real questions.

Register Now
https://us02web.zoom.us/webinar/register/WN_54MSPKOATGa0rehaPozsMw #/registration

08/11/2025

LIVE WEBINAR: Thursday, August 14th at 10am

Have you received your Florida TRIM (Truth in Millage) notice and wondered if your property taxes are too high? You’re not alone—and you have options.

Join Attorney and CPA Jo Ann Koontz, along with McGuire Sponsel tax specialists TJ Sponsel, Matthew Barnhill, and Garrett Duffy, for a free taxpayer-focused webinar designed to help you better understand your TRIM notice, spot potential errors, and navigate the property tax appeal process with confidence.

In this session, you’ll discover:
- Important deadlines every Florida taxpayer needs to know
-How to read and understand your TRIM notice and identify assessment errors
- Proven tactics to prepare and file successful property tax appeals
- Insights into common pitfalls and how to avoid them
- Strategies to maximize potential tax savings while complying with Florida law

Whether you’re a longtime property owner or new to Florida, this webinar will give you the confidence to take control of your property taxes and avoid paying more than you should. Don’t miss this chance to protect your investment and potentially save money on your next tax bill!

05/12/2025

🚨 Did you miss our recent webinar? The recording is now available! 🎥

When it comes to business taxes, most of us know how to navigate our home state. But expanding into new states—through sales, remote workers, or other transitions—can feel like stepping into unfamiliar woods. 🌲🌲

Check out our webinar as Jo Ann and Joe help guide you through the twists and turns of multistate business challenges, highlighting what’s familiar, what’s not, and what could trip you up.

https://www.koontzassociates.com/webinars/avoiding-pitfalls-when-your-business-expands-across-state-borders/?back=Videos

03/27/2025

Don't miss seeing Attorney Jo Ann Koontz and other industry leaders as they share insights from the 2024 Hurricane Season!

03/24/2025

FinCEN Announces Interim Final Rule!

We want to inform you of a significant regulatory update that may impact your business. As expected, on March 21, 2025, FinCEN issued an interim final rule eliminating the Beneficial Ownership Information (BOI) reporting requirement for U.S. companies and U.S. persons under the Corporate Transparency Act.

Key Changes:
✅ U.S. companies and U.S. persons are no longer required to report BOI to FinCEN.
✅ The definition of a “reporting company” now applies only to foreign entities registered to do business in the U.S.
✅ Foreign entities meeting the new criteria must still report BOI, but U.S. persons are no longer reportable beneficial owners.

New Deadlines for Foreign Entities:
📌 Foreign entities registered before March 21, 2025: Must file BOI reports by April 20, 2025 (30 days from the date of the interim final rule).
📌 Foreign entities registered on or after March 21, 2025: Must file within 30 days of receiving notice of registration approval.
FinCEN is accepting comments on this interim final rule and expects to finalize it later this year.

What Does This Mean For YOU?:
For U.S. business owners, this is a huge compliance win—it means:
✅ No more BOI reporting – U.S. companies and their owners no longer have to file Beneficial Ownership Information (BOI) reports with FinCEN.
✅ Less paperwork, fewer headaches – The reporting burden that was set to impact millions of businesses is now gone.
✅ No penalties to worry about – Since U.S. entities are exempt, there’s no risk of fines or enforcement for failure to report BOI.

Overall, this change simplifies regulatory requirements and reduces administrative costs for small and mid-sized businesses in the U.S.

03/21/2025

Today's The Day!!! We are anticipating further CTA guidance from FinCEN.

On February 27, 2025,FinCEN stated that it will not issue fines, penalties, or take any enforcement actions against companies that fail to file or update BOI reports by the current deadlines. Enforcement will not begin until a forthcoming interim final rule becomes effective and new reporting deadlines are established.

By March 21, 2025, FinCEN intends to issue this interim final rule to extend BOI reporting deadlines and provide further guidance. Additionally, FinCEN will seek public input on potential revisions to the existing BOI reporting requirements, with a focus on reducing burdens for small businesses while maintaining national security and law enforcement priorities.

We will continue monitoring these developments and provide updates as new deadlines and requirements are finalized. If you have any questions or concerns, feel free to reach out.

03/10/2025

Webinar Recording Now Available!

Did you miss our last webinar with insurance tips from recent hurricanes? Don't worry--watch it now!
https://www.koontzassociates.com/webinars/weathering-the-storm-insurance-pro-tips/?back=Videos

03/05/2025

Did you know??? If you are heading to the beach and need assistance you can book this in advance! How cool is this!?!

With warmer weather on the horizon, it's the perfect time to hit the beach!

Thanks to the City's EcoRover, a free-to-use tracked mobility chair, anyone can enjoy the sun and sand at our world-class Lido Beach, regardless of mobility. The EcoRover allows independent movement across the sand where traditional wheelchairs and mobility aids struggle.

The EcoRover can be reserved for up to four hours between 9 a.m. and 4 p.m., Monday - Friday by contacting ADA Coordinator Jake Brown at [email protected].

Click here for more information: https://www.sarasotafl.gov/government/human-resources/ecorover

03/04/2025

LIVE WEBINAR TOMORROW: Weathering the Storm: Essential Insurance Pro Tips from Recent Hurricanes

Recent hurricanes have shown just how crucial it is to understand your insurance coverage before disaster strikes. Don’t get caught off guard—join our free webinar to learn the key takeaways from recent storms and how to protect your home and business.

💡 What You’ll Learn:
✅ How to avoid costly coverage gaps
✅ Understanding flood insurance options and how they impact your recovery
✅ How storm deductibles actually work
✅ Policy changes you need to know

📅 Date: Wednesday, March 4, 2025
⏰ Time: 10:00AM
📍 Register now: https://us02web.zoom.us/webinar/register/WN_1YN3Me6-R2a8TbEyh4fS9w

Don’t wait for the next storm to expose costly surprises—be prepared today!

02/21/2025

🏡💰 The Most Expensive Listing in Sarasota History! 💰🏡

Luxury has reached new heights on Siesta Key with the most expensive real estate listing ever recorded! This breathtaking property, listed at $31.5 million is redefining opulence with its 10,000 square feet standing on 2.7 acres, with bay front views from every vantage point and 217 feet of dirext waterfront on Little Sarasota Bay.

At Koontz & Associates, PL., we have extensive experience in handling the legal complexities of high-value real estate transactions. Whether you’re buying, selling, or investing, our expert real estate attorneys ensure a smooth, secure, and stress-free process.

Thinking about making a move in the luxury market? Let’s talk. 🏡⚖️

📞 Contact us today at 941-225-2615
📍 Visit us: www.koontzassociates.com

"Crystal Waters" is a custom-built West Indies-style mansion on 2.7 acres and 217 feet on Little Sarasota Bay.