- Employee Compensation and Benefits
- Estate Planning
- Trusts and Estates
|University ||Florida Southern College, B.S., Accounting, magna cum laude, 1981|
|Law School||University of Florida, J.D., with honors, 1984 Order of the Coif, Chief Tax Editor of the University of Florida Law Review; University of Florida, LL.M., Taxation, 1985|
|Admitted||1985, Florida; 1986, United States Tax Court|
|Born||Clifton, New Jersey, October 2, 1959|
William R. Swindle is Board Certified by the Florida Board of Legal Specialization and Education in both Tax and in Wills, Trusts & Estates. He also serves as the Co-Chair of the Tax and Employee Benefits Department. Bill 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.
Bill 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 authored articles and spoke to raise the awareness of Wachovia among tax and estate planning professionals. Prior to joining Wachovia, Bill 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.
He 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. Bill also serves on the Editorial Board of Practical Tax Strategies, a monthly national tax publication.
· AV® Peer Review Rated by Martindale-Hubbell
· Best Lawyers in America
Professional and Community Affiliations
· The Florida Bar
· Practical Tax Strategies magazine, Editorial Board
· Tampa Bay Estate Planning Council, former Board Member, 2005-2007
· Hillsborough County Bar Association, former Chairman, Real Property, Probate and Trust Law Section, 1989-1990; former Co-Chair of the Tax Section, 2005
· Circuit Court Probate Rules, Education and Liaison Committee; former Chairman, 1990-1991
Educational / Religious Organizations
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