William Kalish

PRACTICE AREAS
Tax; Trusts & Estates

EXPERIENCE

William Kalish focuses his practice on representing individuals and businesses on a broad range of tax and business related issues. Bill assists individual clients and their families in accomplishing their short term and long term estate planning goals by planning for and creating wills, revocable trusts, irrevocable trusts, charitable trusts, private foundations, and limited partnerships.

Bill also practices in probate administration, asset preservation, business succession planning for family-owned entities, and the division of business interests in the context of divorce. He has extensive experience in representing individual, estate, and corporate clients in disputes with the Internal Revenue Service, The Florida Department of Revenue, and local government entities regarding audits, collections and other disputes, both civil and criminal. Bill assists businesses with choice-of-entity planning, the formation of business entities, corporate mergers, corporate acquisitions, and business separations. He also assists with business contracts, such as the preparation, review and negotiation of employment agreements, lease agreements, and shareholder agreements.

Bill has over 30 years of experience in the areas of tax and professional ethics. He has also served as an adjunct professor for estate planning at Stetson University College of Law since 2011.

AREAS OF EXPERIENCE

  • Automotive Retail
  • Business Succession Planning
  • Charitable Planning & Charitable Trusts
  • Corporate Governance
  • Corporate Tax
  • Estate & Family Wealth Planning
  • Federal Tax Litigation & Controversy
  • Foundations & Other Tax Exempt Organizations
  • Independent Contractor Issues
  • Pass-Through Taxation
  • Physician Transactions & Health Ventures
  • Planning for Asset Protection
  • Prenuptial & Postnuptial Agreements
  • Real Property Tax Planning & Appeals
  • State & Local Tax Litigation and Controversy
  • Tax-Exempt Organizations
  • Trusts, Estates & Guardianship Administration
  • Trusts, Estates, Guardianship & Other Fiduciary Litigation
  • Wills & Trusts

DISTINCTIONS & MEMBERSHIPS

  • The Florida Bar
  • District of Columbia Bar
  • U.S. Claims Court
  • U.S. Court of Appeals, District of Columbia
  • U.S. Court of Appeals, Eleventh Circuit
  • U.S. District Court, District of Columbia
  • U.S. District Court, Middle District of Florida
  • U.S. Supreme Court
  • U.S. Tax Court
  • Board Certified in Tax Law by The Florida Bar Board of Legal Specialization and Education
  • Certified Circuit Court Mediator, Florida Supreme Court
  • The Best Lawyers in America 2005-2017, Listed in Florida for Tax Law and Trusts and Estates Law
  • Super Lawyers Magazine 2006-2016, Listed in Florida for Tax, Estate Planning & Probate, and Mergers & Acquisitions
  • Florida Trend’s Legal Elite 2010, Listed for Tax
  • The Cardozo Society of Tampa Bay, 2015 Leadership Award
  • AV® Rated by Martindale-Hubbell
  • American College of Tax Counsel, Fellow
  • U.S. Department of Justice, Tax Division Alumni
  • American Bar Association, Member, 1980-Present; Collection Taxpayer Services, Service Center Operations Subcommittee, Past Chairman, 1981-1987; Taxation Section, Past Vice Chairman, 1987-1990, Past Chairman, 1990-1992, Administrative Practice Committee, Past Membership & Marketing Committee Chair 1994-1996
  • Florida Board of Bar Examiners, 1989-1996; Chairman, 1993-1994; Emeritus Member, 1995-Present
  • Hillsborough County Bar Association, Professional Courtesy Committee, Chairman, 1996-Present; Peer Review Committee, Chairman, 1996-Present; Bar Foundation, Current Member and Former Chairman
  • Hillsborough County Bar Association, Thirteenth Judicial Circuit Professionalism Committee, Member since inception,1997-Present; Subcommittee Chair of Local Professionalism Panel, Member since inception, 2013-Present
  • J. Clifford Cheatwood Inn of Court, Treasurer, 1994-2004; President, 2005-2006; Master, 1991-Present
  • The District of Columbia Bar, Member, 1970-Present
  • The Florida Bar Grievance Committee 13-A, Chair, 1984-1986
  • The Florida Bar, Board of Governors, 1998-2002; Chair, Budget Committee 2001-2002; Co-Chair, Audit Committee; Tax Section Liaison to Board of Governors; Annual Convention Committee, 2009-Present
  • St. Joseph’s Hospital Foundation, Former Board Member and Chair; Financial Committee, Member, 2010-Present
  • Menorah Manor Nursing Home, Board Member
  • Southern Legal Counsel, Board Member, 2006-Present; Vice-Chair, 2010-2013; Chair 2013-2015
  • Stetson Law School, Adjunct Faculty (Estate Planning), 2011-Present

EDUCATION

  • J.D., George Washington University Law School, 1970; with honors
  • B.A., University of Pittsburgh, 1967

Publications

  • Professional Education Broadcast Network, Teleseminar, Co-Moderator, "Estate Planning for Liquidity," September 29, 2016
  • The American Law Institute, Webinar, Presenter, "Trust Protectors: What Techniques Can you Trust?", September 21, 2016
  • Professional Education Broadcast Network, Live Teleseminar, Speaker, "Drafting Trusts for the Long Term," April 1, 2016
  • Professional Education Broadcast Network, Webinar, Speaker, "Drafting Trust Distribution Clauses: Health, Education & Maintenance and More," December 2, 2015
  • Professional Education Broadcast Network, Webinar, Speaker, "The Role of Trust Protectors & Trust Advisers in Estate Planning," November 17, 2015
  • WebCredenza, Presenter, "Trust Protector: Fundamentals," November 2015
  • Hillsborough County Bar Association Board Meeting, Presenter, "13th Judicial Circuit Professionalism Committee," November 2015
  • Metalcon, Presenter, "Creating Successful Employee Incentives without Giving Away the Business," October 2015
  • Professional Education Broadcast Network, Speaker, "Estate Planning for Guardianship and Conservatorships," August 25, 2015
  • WebCredenza, Presenter, "Guardianships & Conservatorships," August 2015
  • WebCredenza, Presenter, "Choosing Executors & Trustees," June 2014
  • Professional Education Broadcast Network, Co-Presenter, "Role of 'Trust Protectors' in Trust Planning," May 15, 2014
  • Administration of Trusts in Florida, The Florida Bar 2012, 7th Edition, Editor, Chapter 2, "Powers, Duties, And Liabilities of Trustees" and Chapter 7, "Lapse, Antilapse, And Descendible Beneficial Interests In Trusts"
  • Administration of Trusts in Florida, The Florida Bar 2014, 8th Edition, Editor, Chapter 2, "Powers, Duties, And Liabilities of Trustees" and Chapter 7, "Lapse, Antilapse, And Descendible Beneficial Interests In Trusts"
  • Congregation Schaarai Zedek, Speaker, Annual Biblical Lecture Series, Topics Include: Books in the Bible; Biblical Themes in Shakespeare; and Jewish Origins of the New Testament Parables, 1997-Present
kalish

Partner | Tampa


(813) 225-2500

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