Koontz & Associates, PL

Koontz & Associates, PL Koontz & Associates, PL - Real Estate, Business and Tax Attorneys is located in Sarasota & Orlando FL
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Koontz & Associates, PL is located in Sarasota & Orlando, FL and assists clients in legal matters relating to Residential and Commercial Real Estate, Business Law, and Tax Law. Services offered by attorneys Jo Ann Koontz, Jacqueline Meeker & Kathrine Lupo include:

• Issuance of Title Insurance
• Purchase or Sale of Property
•Residential or Commercial Real Estate matters

•Business Startup Servi

ces
•Purchase or Sale of Business
•Business Entity Formation

•IRS Collections Cases
•Audit Defense
•IRS Controversy
•Tax planning
•FIRPTA – Foreign Investment in Real Property Tax Act


If you find yourself in need of our services contact us today. Founded by attorney Jo Ann Koontz, Koontz & Associates, PL assists clients throughout Florida in legal matters relating to Residential and Commercial Real Estate, Business Law and Tax Law. From their Sarasota offices they serve clients in Sarasota County, Manatee County and throughout Florida. The information provided on this website is for general informational purposes only and nothing contained herein should be taken as legal advice for any individual case or situation. The information contained on this website is not intended to establish an attorney-client relationship.

We are very proud of our closing department! In the last month, they closed the 2023 record sale in both Manatee and Sar...
09/16/2023

We are very proud of our closing department! In the last month, they closed the 2023 record sale in both Manatee and Sarasota Counties!!

The Sarasota County transaction was nearly $14 million… and the property is stunning!

The Manatee County record was just shy of $10 million. Both were impeccable properties on beautiful stretches of beach! Kudos to our amazing closing team for taking care of these record setting deals so smoothly!

The deal is the highest in Sarasota so far this year.

I’m a Realtor… Do I need a PLLC?  Join us this Thursday at The Grove and find out. 🏠
03/07/2022

I’m a Realtor… Do I need a PLLC? Join us this Thursday at The Grove and find out. 🏠

ARE YOU COVERED? Lunch & Learn with JoAnn Koontz, Esq./CPA on the pros and cons of setting up your real estate business as a PLLC.

Often, clients, especially Buyers, inquire about the need for 3rd party monitoring services to prevent fraudulent transf...
01/05/2022

Often, clients, especially Buyers, inquire about the need for 3rd party monitoring services to prevent fraudulent transfers of their property. Do I need this? Is it worth it? Does this really happen?

Read Here:
www.koontzassociates.com/blog/2022/01/04/real-estate/is-home-title-lock-necessary/

Koontz & Associates PL is located in Sarasota, FL and assists clients in legal matters relating to Residential and Commercial Real Estate, Business Law, and Tax Law.

[Webinar Recording] Managing a business is no easy task. The same is true of managing the various corporate documents th...
01/04/2022

[Webinar Recording] Managing a business is no easy task. The same is true of managing the various corporate documents that companies use on a day-to-day basis. There are certain business documents that are required by law for you to keep on hand for your business and others that are just best practice to hang on to. Making sure you have efficient document management methods and tools can help ensure you have them in place when you need them.

ADVOS legal

https://www.youtube.com/watch?v=WEsfXQ32i6o

Managing a business is no easy task. The same is true of managing the various corporate documents that companies use on a day-to-day basis. There are certain...

We can’t thank our clients enough for all of their support this year. From our entire team, we want to wish you a happy,...
01/01/2022

We can’t thank our clients enough for all of their support this year. From our entire team, we want to wish you a happy, healthy, and prosperous new year! 🥂🍾

Last night was special ✨🎄 We celebrated with our team for the holiday season and toasted to Koontz & Associates 10th Ann...
12/07/2021

Last night was special ✨🎄

We celebrated with our team for the holiday season and toasted to Koontz & Associates 10th Anniversary! 🥂🍾

Thank you Michael's Wine Cellar for another amazing holiday party!

Pop the Champagne! Koontz & Associates turns 10! All of our successes over the years would not have been possible if thi...
12/06/2021

Pop the Champagne! Koontz & Associates turns 10!

All of our successes over the years would not have been possible if this company didn’t have someone like Attorney Koontz leading us from the front. It is your hard work and unconditional dedication that made this journey possible. Congratulations!

On our company’s birthday, we would like to thank our clients and friends who have recommended us to colleagues over the years. You are the reason why we are celebrating this special day in our company. You all know who you are and we want to say thank you you for your support!

Let’s look forward to the best in the coming years!

Happy Thanksgiving from Koontz & Associates! We are very thankful this year and every year for our amazing clients! Wish...
11/25/2021

Happy Thanksgiving from Koontz & Associates! We are very thankful this year and every year for our amazing clients! Wishing you a wonderful day with your friends and family!

Now accepting donations in office for the Annual Toy Drive for SMH! Please consider picking up something to donate while...
11/24/2021

Now accepting donations in office for the Annual Toy Drive for SMH! Please consider picking up something to donate while you are Black Friday shopping! Let's fill this box!

[WEBINAR RECORDING] Year-end is often a busy time of year for everyone. Not only are you working to get your financials ...
11/17/2021

[WEBINAR RECORDING] Year-end is often a busy time of year for everyone. Not only are you working to get your financials in order, but you’re also evaluating the numbers, measuring success, and exploring opportunities. It can be overwhelming, to say the least. With a little planning before the year ends, you can be better prepared for the upcoming tax season.

https://www.youtube.com/watch?v=zN-89yaIaJM

Year-end is often a busy time of year for everyone. Not only are you working to get your financials in order, but you’re also evaluating the numbers, measuri...

To the true leader, confidant, and visionary of our firm, happy birthday Jo Ann Martarello Koontz! 🍾🎉You are a symbol of...
11/11/2021

To the true leader, confidant, and visionary of our firm, happy birthday Jo Ann Martarello Koontz! 🍾🎉

You are a symbol of loyalty and dedication to us all. Wishing you a day filled with no deadlines or stress. You deserve a relaxing day for all of your hard work!

Join us in wishing Attorney Koontz a happy birthday!

[FREE WEBINAR] When you form a business, you have a lot of decisions to make regarding its structure. Do you need to wor...
11/05/2021

[FREE WEBINAR] When you form a business, you have a lot of decisions to make regarding its structure. Do you need to worry about liability? What about taxes? Deciding how you want to structure your business legally is one of the first and primary business decisions you will have to make. Depending on which type of business structure you choose, there are different levels of protection safeguarding your personal assets and shielding you from personal liability. There are also significant tax implications for each type of business structure. Join us next Tuesday at 10:00am in discussing your options as a business owner.

Register here: koontzassociates.com/events

[Webinar Recording] Estate planning is the process of designating who will receive your assets and handle your responsib...
10/22/2021

[Webinar Recording] Estate planning is the process of designating who will receive your assets and handle your responsibilities after your death or incapacitation. One goal is to ensure beneficiaries receive assets in a way that minimizes estate tax, gift tax, income tax, and other taxes. Join us with Attorney Kate Smith in discussing general estate planning and how to best prepare for your future.

https://www.youtube.com/watch?v=7mPmzVarzck

Estate planning is the process of designating who will receive your assets and handle your responsibilities after your death or incapacitation. One goal is t...

Did you know we upload ALL of FREE Webinars weekly to our Youtube Channel! If you missed a topic you were interested in,...
10/11/2021

Did you know we upload ALL of FREE Webinars weekly to our Youtube Channel! If you missed a topic you were interested in, you can ALWAYS find it here!

https://www.youtube.com/c/KoontzGroup

[Webinar Recording] Have you kept up with the changes to HR laws and requirements of employers happening this year? Don'...
10/08/2021

[Webinar Recording] Have you kept up with the changes to HR laws and requirements of employers happening this year? Don't worry if you haven't - we have! Uninformed decisions can be costly. In this fast-paced and informative session, employment attorney Mindi Wells will discuss recent changes to workplace laws and provide you with a roadmap on what to do next to minimize risks to your organization. The discussion may include topics such as minimum wage and salary exemption, worker classification: employee vs. contractor, undocumented workers and the I-9 form, COVID-19 laws, paid leave, medical ma*****na, harassment prevention, employee posters and employee handbook updates for 2021.

https://www.youtube.com/watch?v=Me6abKqb00Y

Have you kept up with the changes to HR laws and requirements of employers happening this year? Don't worry if you haven't - we have! Uninformed decisions ca...

[Webinar Recording] This session is for every business - whether you have an employee handbook or not!  If you don't alr...
09/20/2021

[Webinar Recording] This session is for every business - whether you have an employee handbook or not! If you don't already have a handbook, learn why this is one of the essential tools in your HR toolbox (even if you have only 2 employees). Then we'll have a fast-paced and entertaining conversation about biggest mistakes companies make when it comes to handbooks, questions to ask yourself in reviewing your company's current handbook, policies to consider changing (like skirts and hosiery for women) or just plain get rid of (can't talk about pay), and policies that have been impacted by recent changes in the law. We'll also talk about policies you may want to consider adding now that we've experienced the COVID pandemic and remote work looks like it is here to stay.

https://www.youtube.com/watch?v=buM2K23UIrI

This session is for every business - whether you have an employee handbook or not! If you don't already have a handbook, learn why this is one of the essent...

[IN THE NEWS] Florida Realtors and the Florida Bar work together to keep FR/Bar contracts current and useful, and the la...
09/09/2021

[IN THE NEWS] Florida Realtors and the Florida Bar work together to keep FR/Bar contracts current and useful, and the latest update has just received final approval from both groups. Members will have time to study the changes before it replaces current forms on Nov. 1. The AS IS contract, Residential contract and seven Riders were updated, and three new Riders were created.

https://www.floridarealtors.org/news-media/news-articles/2021/09/florida-realtors-updates-frbar-contracts-and-riders?fbclid=IwAR0tY4KLkCz9fGuV1DEl6kT2zxn79f19HJboV6kf5RAW-lPX1r409zvT_T8

Florida Realtors and the Florida Bar work together to keep FR/Bar contracts current and useful, and the latest update has just received final approval from both groups. Members will have time to study the changes before it replaces current forms on Nov. 1. The AS IS contract, Residential contract an...

Attorney Jo Ann Koontz is speaking today about Business & Tax Planning for Real Estate Professionals at Realtor Associat...
09/08/2021

Attorney Jo Ann Koontz is speaking today about Business & Tax Planning for Real Estate Professionals at Realtor Association of Sarasota and Manatee! Thanks for having us!

No webinar today! We will be back next Tuesday!
09/07/2021

No webinar today! We will be back next Tuesday!

Wishing all of our clients a safe and happy Labor Day!
09/06/2021

Wishing all of our clients a safe and happy Labor Day!

[Webinar Recording] Investing in real estate and managing rental properties can be worthwhile, but also comes with risks...
09/01/2021

[Webinar Recording] Investing in real estate and managing rental properties can be worthwhile, but also comes with risks. With careful planning, you can alleviate a lot of these risks. One way to do so is forming an LLC, or limited liability company. There are benefits and drawbacks to LLC’s though, and it’s important to understand those before deciding one is right for your business. Listen here to see what your options are as a property owner.

https://www.youtube.com/watch?v=bvDVcLYY5Gs

Investing in real estate and managing rental properties can be worthwhile, but also comes with risks. With careful planning, you can alleviate a lot of these...

[Webinar Recording] In a sale of a company or of its assets, it is common for founders, executives, sales people, or oth...
08/28/2021

[Webinar Recording] In a sale of a company or of its assets, it is common for founders, executives, sales people, or other important employees to be retained after the acquisition to assist in the transition of the company. It is also common for these people to sign restrictive covenants. We will discuss these covenants; such as non-competition, non-disclosure, non-solicitation, and confidentiality covenants which are recommended or necessary to protect a business interest in the context of a business purchase and sale, formation of a business relationship, dissolution of a business relationship, buyout, and employment.

https://www.youtube.com/watch?v=313Gu2-eVQA

In a sale of a company or of its assets, it is common for founders, executives, sales people, or other important employees to be retained after the acquisiti...

[Webinar Recording] Over the next few weeks, Florida taxpayers will begin receiving their annual Notices of Proposed Pro...
08/16/2021

[Webinar Recording] Over the next few weeks, Florida taxpayers will begin receiving their annual Notices of Proposed Property Taxes, also known as “TRiM Notices.” This presentation will explain the important information disclosed in your Trim Notice regarding the taxable value of your property, applicable tax exemptions, and the tax rates imposed by your local taxing authorities. We will also discuss the different methods for objecting to a tax assessment, and the critical deadlines for bringing those challenges.

https://www.youtube.com/watch?v=IVSYOOKnWhE

Over the next few weeks, Florida taxpayers will begin receiving their annual Notices of Proposed Property Taxes, also known as “TRiM Notices.” This presentat...

[Webinar Recording] Renting commercial space is a big responsibility -- the success or failure of your business may ride...
08/03/2021

[Webinar Recording] Renting commercial space is a big responsibility -- the success or failure of your business may ride on certain terms of the lease. Whether you need an office, retail, or industrial building for your business, commercial properties have their own unique issues. A proper lease ensures you are able to run and grow your business effectively without unreasonable restrictions or interruptions from the property owner. A well-negotiated (and drafted) commercial lease may also help avoid litigation – or at least put you in the best position.

https://www.youtube.com/watch?v=VpJuc5VZD9s

Renting commercial space is a big responsibility -- the success or failure of your business may ride on certain terms of the lease. Whether you need an offic...

1031 Exchange has become a HOT topic in the current real estate market. This allows investors to defer the capital gains...
08/02/2021

1031 Exchange has become a HOT topic in the current real estate market. This allows investors to defer the capital gains tax from a sale of a property and invest the proceeds into another property. Although, there are a strict set rules that must be followed in order to complete a successful 1031 exchange. So while 1031 exchanges can be a powerful tool for building wealth, there are some drawbacks if not used properly. Join us in this discussion!

Register here: https://us02web.zoom.us/webinar/register/WN_qHQCptGuTAGaBJbQblNziA

[Webinar Recording] Owning a rental property is great… until it’s not. You may have come to an end to your investment jo...
07/21/2021

[Webinar Recording] Owning a rental property is great… until it’s not. You may have come to an end to your investment journey and it’s time for you to sell. Tricky tax rules, existing lease terms, and wear-and-tear from tenants can make selling a rental property a major headache. However, when the time is right, you need to act — and with the right approach and preparations, you can make a graceful exit without too much disruption.

https://www.youtube.com/watch?v=QxwPbYYLYJw

Owning a rental property is great… until it’s not. You may have come to an end to your investment journey and it’s time for you to sell. Tricky tax rules, ex...

[Webinar Recording] Choosing an exit strategy for your business might not seem like an obvious step when you’re just get...
07/07/2021

[Webinar Recording] Choosing an exit strategy for your business might not seem like an obvious step when you’re just getting started, however planning ahead is an important part of building a business. An exit strategy is a plan for how you will eventually leave the business. It also includes details on what will happen to the organization after you have left. Leaving a business can be stressful, and emotions can often obscure your judgment. Should this occur, a good exit strategy that you’ve come up with in advance will enable you to address tough situations rationally.

https://www.youtube.com/watch?v=NNXjZOjqfS0

Choosing an exit strategy for your business might not seem like an obvious step when you’re just getting started, however planning ahead is an important part...

[IN THE NEWS] The Beacon, a proposed nine-story condo development in Sarasota. It will feature full-floor condos with ea...
06/22/2021

[IN THE NEWS] The Beacon, a proposed nine-story condo development in Sarasota. It will feature full-floor condos with each condo having its own indoor pool. 👀👀

https://amp.heraldtribune.com/amp/7770457002

A project that recently received site approval from the Sarasota Development Review Committee would\u00a0bring something entirely new for potential buyers.

[Webinar Recording] Most business owners hate hiring – but how else do you build a solid team? The first part of the hir...
05/25/2021

[Webinar Recording] Most business owners hate hiring – but how else do you build a solid team? The first part of the hiring system is the job description. But there’s a piece of that description which most people leave out. When you get that piece right, it makes the whole process easier and more successful.

https://www.youtube.com/watch?v=Rh3d0zhf3cQ

Most business owners hate hiring – but how else do you build a solid team? The first part of the hiring system is the job description. But there’s a piece of...

Congratulations to the cast of The Little Mermaid! What an amazing show! We're so happy to support local. If you're look...
05/25/2021

Congratulations to the cast of The Little Mermaid! What an amazing show! We're so happy to support local. If you're looking for something to do, go check out a show with your family at Rise Above Performing Arts!

Auditions for The Little Mermaid are this Saturday. If you are between the ages of 12-18 and looking to auditions for a high-quality musical we would love to see you! Sign up using the link below.

https://m.signupgenius.com/ #!/showSignUp/409094EA8AE2CA2FB6-little

Address

1613 Fruitville Road
Sarasota, FL
34236

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19412252615

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Our Story: Koontz & Associates

Koontz & Associates, PL is located in Sarasota & Orlando, FL and assists clients in legal matters relating to Residential and Commercial Real Estate, Business Law, and Tax Law. Services offered by attorneys Jo Ann Koontz, Jacqueline Meeker & Kathrine Lupo include: • Issuance of Title Insurance • Purchase or Sale of Property • Residential or Commercial Real Estate matters • Short Sale Negotiation • 1099-C Cancellation of Indebtedness Planning • Foreclosure Defense • Loan Modifications • Deed In Lieu of Foreclosure • Credit Card Settlement • Business Startup Services • Purchase or Sale of Business • Business Entity Formation • IRS Collections Cases • Audit Defense • IRS Controversy • Tax planning • FIRPTA – Foreign Investment in Real Property Tax Act If you find yourself in need of our services contact us today. Founded by attorney Jo Ann Koontz, Koontz & Associates, PL assists clients throughout Florida in legal matters relating to Residential and Commercial Real Estate (including short sales), Business Law and Tax Law. From their Sarasota offices they serve clients in Sarasota County, Manatee County and throughout Florida. The information provided on this website is for general informational purposes only and nothing contained herein should be taken as legal advice for any individual case or situation. The information contained on this website is not intended to establish an attorney-client relationship.

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