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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 multigenerational 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 nonprofit organizations on organizational and corporate governance matters, mergers and acquisitions, restructurings, and other business transactions. As a business and nonprofit advisor, Jordan counsels clients on life cycle 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.

Recognition

  • Florida Rising Stars, Super Lawyers Magazine  (2017–2020)
  • The Best Lawyers in America, Corporate Law (2022–2024)

Professional & Community Involvement

  • American Bar Association
    • Tax Section
  • Hillsborough County Bar Association
  • Tampa Connection, Class of 2016
  • Leadership Tampa, Class of 2023
  • Tax Council of Tampa Bay
  • The Florida Bar
    • Tax Section
    • Real Property, Probate, and Trust Law Section

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 (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 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," Tax Section Annual Meeting, The Florida Bar (July 2015)
  • "Administering Florida Sweepstakes, Raffles, and Contests," Tax Council of Tampa Bay (February 2015)
  • "2014 Ullman Year in Review: S Corporation Tax Update," Tax Section Annual Meeting, The Florida Bar (July 2014)
  • "Florida Sales and Use Tax," Lorman Education Services (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

Court Admissions

Background

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