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Shawn P. Wolf

Area of Focus: Tax and Private Wealth Planning

"He is very thoughtful and very deliberate."
- Chambers USA source


Sought out for his reputation as a cultivator of strong, long-term client relationships, Shawn counsels foreign and domestic high net worth individuals, families and closely-held companies wherever they need international and domestic tax, estate planning, and pre-immigration planning and strategies. Many of his clients are multi-generational in nature, spanning decades of private wealth planning needs. His Florida Bar Board Certification in Tax Law represents one of the most distinguished markers of expertise among practitioners in the private wealth planning field. 

Among the areas of his practice for which he is most approached are matters involving the application of U.S. Federal income tax rules to taxpayers conducting business abroad, foreign nationals investing in the United States, and the formation of both foreign and domestic trusts. Shawn also assists clients in forming and operating domestic and offshore businesses, including corporations, partnerships and limited liability companies. 

An active member of the Florida Bar Tax Section, he most recently served as Co-Director of the Long Range Planning Division in addition to previously serving as a Co-Director of the Federal Tax Division, Section Administration Division, Director-at-Large and Chair of the Outbound Tax Committee.

Q & A
What is a common misconception in private wealth planning that you commonly address?
All too often a potential client will come to me with the notion that setting up an offshore entity means paying no taxes, which is not necessarily true. One of the important truisms of tax and estate planning that I coach my clients on is that there is no such thing as simple "black and white" answers or scenarios. An integral part of my practice is giving my clients clarity on the best way forward with regard to their planning needs, which requires revealing and shedding light on the nuances and trade-offs of different scenarios. This way, they advance towards their goals with a well-grounded understanding of a complicated field rather than shallow and misconstrued perceptions.
How would others describe the unique value you bring to clients?
I have been told by many of my colleagues and clients that one of the unique skills sets I have is the ability to deconstruct highly complex tax concepts and share them with others in a way that is clear, concise, and digestible. Many years ago I had a mentor who told me that the key test of "knowing your stuff" as a client-facing attorney is how well you can explain that stuff to your grandmother. I continue to live by that mantra, whether it is when dealing with clients, presenting topics to financial advisors, or teaching law students and accounting majors in my adjunct professor capacity.
  • University of Miami, J.D., Masters of Law in Taxation (with International Tax Certificate) , 1997
    University of Pittsburgh, J.D., 1996
    University of Miami, B.B.A., Business Law and International Finance & Marketing, 1993
  • Florida International University
    Adjunct Professor, International Taxation Issues, 2011 - 2018
    Society of Trust and Estate Practitioners
    Florida Gulf Coast University
    Adjunct Professor, International Tax Issues, 2003 - 2005
    University of Miami School of Law
    Tax LLM Program, Guest Lecturer
    The Florida Bar

    Tax Section, Member
    Florida Bar/FICPA International Tax Conference, Chair, 2012 - 2016
    Florida Bar/FICPA International Tax Conference, Vice-Chair, 2011
    Outbound Tax Committee, Chair, Tax Section of the Florida Bar, 2005 - 2008

    Florida Institute of Certified Public Accountants
    International Tax Committee, Member, 2016 - present
  • Florida
  • Band 3, Chambers USA, Tax, 2021

    Best Lawyers in America, Tax Law, 2011- present

    Florida Institute of CPAs, Outstanding Discussion Leader, 2010

    Florida Super Lawyers, Rising Star, 2009, 2021

    Florida Trend, Florida Legal Elite