Sara A. Tolliver

Email: stolliver@barnettbolt.com
Phone: (813) 253-2020 ext. 104
Fax: (813) 251-6711
V-card

Sara is a partner at Barnett Bolt.  She is also a certified public accountant.  Sara's practice is primarily dedicated to estate planning, tax planning, estate and trust administration, as well as general business and corporate matters.

Sara counsels individuals and families in estate planning matters, including income, estate and gift tax planning, business succession planning, and prenuptial and postnuptial planning.  She is experienced in drafting complex trusts, wills, and other estate planning instruments.

Estates, trusts, commercial agreements

Sara assists families with disabled children or relatives and prepares special needs trusts.  Sara represents family members and professional fiduciaries in the administration of estates and trusts, including post mortem planning and preparation of estate tax returns.  She represents clients with respect to IRS audits and examinations, specifically federal estate tax audits.

As part of her business practice, Sara assists clients with commercial agreements, such as supply and service agreements, operating agreements, and shareholder agreements.  She also represents clients with respect to stock and asset sales and acquisitions.   

The practice of law is Sara's second career.  Prior to earning her law degrees and joining the firm, Sara was a store manager and employee of a major electronics retailer for over 14 years. Sara's experience in retail management gives her a unique and informed perspective with respect to the needs of her business clients.

Practice Areas

• Estate planning; probate and trust administration
• Federal income, estate and gift taxation
• Excise, state and local taxation
• Corporate, partnership and trust law
• Guardianship administration; special needs trusts

Recognition

• Recipient, Certificate of Merit for achieving the highest score in Florida on the May 1997 Uniform CPA Exam

Education

• University of Florida (LL.M. in Taxation, 2001)
• University of Florida (J.D. with high honors, 2000)
• Order of the Coif
• Management Editor, University of Florida Law Review, 2000 and Member, 1998 - 2000
• University of South Florida (B.S., magna cum laude, 1996)
• Indiana University (B.S., 1980)

Admissions

• The Florida Bar (2000)
• Certified Public Accountant, Florida, 1997

Professional Associations

• The Florida Bar (Member: Tax Section)
• Florida Institute of Certified Public Accountants
• Hillsborough County Bar Association
• Tampa Bay Estate Planning Council
• The Partnership for Philanthropic Planning of Tampa Bay

Publications

• LexisNexis, Florida State Tax Service Practice Insights, Contributing Author (2006)