Trusted Counsel of Tampa Bay - Joshua T. Keleske, P.L. - Law Firm

12/27/2025

Communication is the key!

Wealthy Baby Boomers around the world are expected to hand over or leave behind almost £80 trillion in the coming years. For many, the transfer is more about values than money. We look at how to create a legacy that sticks.

05/19/2025

Congratulations to all high school and college graduates who we celebrate this month! As your high school graduate begins his or her next adventure, we suggest that your graduate give you a financial power of attorney and health care directives so that you can assist them with decision-making. Once your graduate turns 18, your authorities change!

We welcome the opportunity to visit with your graduate to help you with these important documents. Give us a call at 813-254-0044 to schedule a meeting.

07/04/2024

Who wants to move to Greece? Maybe have a six-day work week…

New legislation for a longer workweek in Greece took effect in July as other countries pilot and adopt four-day workweeks.

04/04/2024

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2024 HURRICANE SEASON NAMES: 🌀 The 2024 list of hurricane names may sound familiar. Here’s why- https://bit.ly/4aEjx0L

04/04/2024

This is a nice summary of the status of the estate tax exemption, which is scheduled to be cut in half on January 1, 2026.

This year, the IRS raised its estate tax and gift tax exclusions to an unprecedented level, facilitating individuals and married couples to transfer or gift more untaxed money than ever before.

01/14/2024

Corporate Alert!

The Corporate Transparency Act, originally passed in2021, was enacted to combat illicit activity including tax fraud, money laundering, and financing for terrorism by capturing ownership information for certain US companies.

New legislation, effective as of January 1, 2024,requires many companies to report information to the U.S. Department of Treasury’s Financial Crimes Enforcement Network (“FinCEN”) about the persons who own or control them. The FinCEN FAQ is a great resource to determine if and when your company needs to register: https://www.fincen.gov/boi-faqs

The penalties for noncompliance are steep. Companies failing to report the required information or provide false or fraudulent information will be subject to a civil penalty of $500 per day during the period of noncompliance. In addition, there are criminal fines of up to $10,000 and the possibility of imprisonment for up to two years.

FinCEN has prepared the following Frequently Asked Questions (FAQs) in response to inquiries received relating to the Beneficial Ownership Information Reporting Rule.

11/04/2023

IRS announces 2024 contribution limits for 401(k) plans and IRAs. Both are increased by $500 to $23,000 and $7,000 respectively.

Is paying taxes on your investments is something you like to put off as long as possible?

06/18/2023

St. Joseph, pray for us!

Wishing all Dads a Happy & Blessed Father’s Day! Through the intercession of St. Joseph, husband and father, May God bless, strengthen and guide you!

12/01/2022

Looking forward to spending time with Curtis Parry and his team at Unique Wealth! Please join us this Wednesday at 10 AM

Join us for Finances by the Fountain on December 7th, 10 AM – 11 AM. This month’s focus will be on estate planning with co-host and subject-matter-expert Joshua Keleske. We will discuss wills, trusts, multi-generational legacy planning, and more. RSVP here: https://lp.constantcontactpages.com/su/co4mJS7/fbtfdecember

Trusted Counsel of Tampa Bay - Joshua T. Keleske, P.L. - Law Firm Hyde Park Village Buddy Brew Coffee Sorrento Sweets

11/06/2022

The IRS announced that the 2023 contribution limit for 401(k) and similar work-based plans is increasing by $2,000 to $22,500. It raised the annual contribution limit on IRAs to $6,500 from $6,000.

The 401 (k) catch-up contribution limit for employees aged 50 and over will rise from $6,500 to $7,500. Thus, these older workers will be able to save up to $30,000 starting in 2023.