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Jordan D. August

Jordan D. August

Associate

Overview

Jordan August practices in the areas of taxation, estate, and business planning. Jordan advises individuals and businesses on a variety of federal income, gift, and estate taxation and state taxation planning and controversy matters. His practice focuses on providing tax advice and long-term planning to individuals, closely-held companies, including partnerships, S corporations, and C corporations, limited liability companies, tax-exempt organizations, and trusts.

He counsels high-net worth individuals regarding their wealth preservation, estate planning, business succession planning, and charitable and family gifting needs, including multi-generational transfers of wealth. Jordan has experience in the areas of probate, estate and trust administration, federal gift and estate taxation, and representation of fiduciaries and beneficiaries of estates and trusts.

Jordan represents businesses and non-profit organizations on organizational and corporate governance matters, mergers and acquisitions, restructurings, and other business transactions. As a business and non-profit advisor, Jordan counsels clients on lifecycle events, including entity formation, reorganizations, both taxable and non-taxable, and liquidation events, and drafts corporate governance documents, including limited liability company operating agreements, partnership agreements, and bylaws. He also advises and assists clients with the preparation of rules, terms, and other contractual arrangements regarding product and branding promotions and charitable fundraisers, including raffles, sweepstakes, contests, and other games of chance and games of skill.

Featured Insights

Recognition

  • Selected for inclusion in Florida Super Lawyers Rising Stars (2017-2018)

Professional & Community Involvement

  • Hillsborough County Bar Association
  • Tax Council of Tampa Bay
  • The Florida Bar
    • Member, Tax Section
    • Member, Real Property, Probate & Trust Law Section
  • The American Bar Association
    • Member, Tax Section
  • Tampa Connection, Class of 2016

Speaking Engagements

  • “‘Cracking,’ ‘Packing,’ and Other Code Section 199A Planning Considerations,” Tax Council of Tampa Bay (February 2018)
  • “Florida Wills, Probate Process, and the Importance of Title,” Habitat for Humanity of Hillsborough County Educational Series (February 2018 and January 2017)
  • "Ethical Issues Confronting In-House Counsel in Business Transactions," Association of Corporate Counsel Symposium (August 2017)
  • "Charitable Contributions of Business Interests," Tax Council of Tampa Bay (February 2017)
  • "Guide to Attaining Section 501(c)(3) Tax-Exempt Status," Florida Brownfields Association Environmental Justice & Public Health Workshop (August 2016)
  • "The New IRS Partnership Audit Rules," Tax Council of Tampa Bay (February 2016)
  • "2015 Ullman Year in Review: S Corporation Tax Update," Florida Bar Tax Section Annual Meeting (July 2015)
  • "Administering Florida Sweepstakes, Raffles, and Contests," Tax Council of Tampa Bay (February 2015)
  • "2014 Ullman Year in Review: S Corporation Tax Update," Florida Bar Tax Section Annual Meeting (July 2014)
  • "Florida Sales and Use Tax," Lorman Seminar Presentation (August 2012)

Credentials

Education
  • University of Florida Fredric G. Levin College of Law (LL.M., Taxation, 2010)
  • University of Florida Fredric G. Levin College of Law (J.D.,  cum laude, 2009)
  • University of Florida (B.S., 2006)
Bar Admissions
  • Florida
Court Admissions
  • U.S. Tax Court
  • Florida State Courts

Background

  • Legal Fellow for Chief Tax Counsel, United States Senate Committee on Finance, Washington (2008)
  • Tax Associate, Barnett, Bolt, Kirkwood, Long & McBride, Tampa, FL (2011-2014)

Disclaimer

The information on this website is presented as a service for our clients and Internet users and is not intended to be legal advice, nor should you consider it as such. Although we welcome your inquiries, please keep in mind that merely contacting us will not establish an attorney-client relationship between us. Consequently, you should not convey any confidential information to us until a formal attorney-client relationship has been established. Please remember that electronic correspondence on the internet is not secure and that you should not include sensitive or confidential information in messages. With that in mind, we look forward to hearing from you.