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Larry Dougherty To Moderate Panel On Discovery Of Personal Electronic Devices At FBA National Convention In September

Guerra King shareholder Larry Dougherty will moderate a panel discussing discovery of personal electronic devices at the Federal Bar Association’s 2021 national convention in Miami in September.  The panel, titled “What Happens After You Give Your Client’s iPhone to a Forensic Investigator?” will review recent case law governing discovery requests for clients’ cell phone and tablet records.

George Guerra Honored At SWIFS 4th Annual Spring Symposium

In honor of his support, mentorship and advocacy on behalf of women, GK Shareholder, George Guerra, received the “Advocate of the Year” award from the Southeastern Women in Financial Services (“SWIFS”) organization.  The award was presented  to Mr. Guerra at SWIFS’ 4th Annual Spring Symposium on May 14th at Raymond James’ headquarters in St. Petersburg, FL.

Guerra King Sponsors Sporting Clays Tournament With Greater Tampa Chamber Of Commerce

Guerra King P.A. is proud to be a sponsor of the Greater Tampa Chamber of Commerce’s 9th annual Sporting Clays Tournament to be held on December 4, 2015, at Tampa Bay Sporting Clays in Land O’Lakes, Florida. The tournament will feature teams of four competing across ten different shooting stations followed by lunch, awards, and raffle prizes. The prizes include four tickets to a Tampa Bay Lightning game in Guerra King’s luxury suite at Amalie Arena, multiple hotel stays, gift cards and baskets of all kinds, and even airline tickets to Panama. There is still time to sign up a team of four, and anyone interested should contact Jared Perez at jperez@guerraking.com or 813-347-5114. Proceeds from the tournament and raffle (tax deductible to participants) will benefit the Chamber’s foundation, which supports its leadership and educational programs.

GK Brings Home The Gold for Children's Dream Fund

Guerra King sponsored Bowling for Dreams for the fourth year in a row and again fielded two formidable bowling teams – The Guerra KingPins and Motion to Strike.  The annual bowling tournament benefits the Children’s Dream Fund and is hosted by the First Team.  GK associate Robert Jamieson is a member of the First Team.  A great time was had by all who attended the event, but nobody had as good a night as members of The KingPins who beat out more than 30 other teams to take home the gold for the second time in three years. However, the real winners are the deserving children who benefit from the services provided by the Children’s Dream Fund and the funds raised through Bowling for Dreams.

Matt Mueller To Speak At ABA Tax Section’s Fall Meeting In Chicago

Accountants, CPAs, tax attorneys, and other tax professionals may find themselves under investigation by the IRS and the Department of Justice for their preparation of tax returns for clients or their promotion of tax avoidance strategies.  This unwanted scrutiny includes the potential for civil, administrative, and even criminal penalties.

GK Attorneys Presented The FSI Webinar: Spotlight On Variable Annuity L Shares

Dionne Fajardo and Robert Jamieson presented a webinar to Financial Services Institute members on September 3rd titled “Spotlight on Variable Annuity L Shares.”  In its 2015 Examination Priorities Letter, FINRA informed its members that it will focus on sales practices related to the recommendation of variable annuity L shares.

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