Gulf Coast Things to Do, Tips & More!

Florida Gulf Coast real estate reports, things to do, buyer and seller tips, home improvement trends and more!

Aug. 19, 2021

Imagine Museum, St. Petersburg, FL

Imagine Museum, St. Petersburg, FL - Finally got to this cool museum in St. Pete today. Beautiful glass pieces from all over the world. Regular admission is $15 per person but residents from Sarasota and Manatee counties can get in for only $5 per person through 8/31/21! Find it at 1901 Central Ave., St. Petersburg, FL 33713

Posted in Things To Do
June 4, 2021

Anna Maria Island voted Top 10 "Most Charming Small Towns in Florida"

Anna Maria Island voted in Top 10 of "Most Charming Small Towns in Florida"!

Anna Maria Island is just west of the city of Bradenton on the Gulf of Mexico. There are actually 3 beach areas on the island, Anna Maria, Holmes Beach and Bradenton Beach. A portion of Longboat Key is also in Manatee County while the southern most area of that beach/island is in Sarasota County. I prefer Anna Maria Island to all of the other nearby beach areas, maybe because you can't beat the 7 mile drive from one end to the other. On the northern most tip you find both the Rod & Reel Pier and the nearby Anna Maria City Pier. You'll find fishermen and women at both along with restaurants, shops & beaches. These areas still resemble "Old Florida" to me, casual dress, no parking meters (knock on wood) and great places to eat and drink. You can spend hours watching the pelicans and other water birds and may get a surprise sighting of a manatee as they swim along the shore. We spend our time on Coquina Beach on the island and I even learned to swim there as a kid. Coquina Beach is on the south end of Anna Maria Island just north of Longboat Key. It is known for it's Austalian pine trees which line the roads and give the beach great shaded areas to picnic, bbq and hang a hammock. There are Farmer's and Craft markets on the beach twice a week from November through July. Year-round you will find a full-service concession stand serving burgers, salads, seafood, great onion rings, ice cream and drinks. There are also showers, restrooms, changing stations and beach volley ball courts. Parking is free and lifeguards are on duty. There is a paved "sidewalk" near the beach under the shade which makes it a comfortable walk or bike-ride up and down the length of the beach. Birdlife is abundant with osprey, pelicans, seagulls, terns and more and you can also watch dolphins swim nearby. Across from the beach, on the bay side you will find Leffis Key Preserve with mangroves and 1,500 feet of boardwalks to view Sarasota Bay and it's own wildlife such as racoons, black-crowned night herons, crabs & manatees. There is a boat launch just south of Leffis Key and restaurants just north of Coquina on both sides of the street. The address for Coquina Beach is 2603 Gulf Drive, Bradenton Beach and more information can be found at www.mymanatee.org or by phone at 941-742-5923. Search for #floridahomesforsale in the area at www.FLGulfCoastHomesForSale.com

Posted in Things To Do
April 20, 2021

Find your Piece of Florida Paradise at Wellen Park in Venice, FL

Wellen Park - Master-Planned Communities in Venice, FL

Wellen Park is a master planned community with established neighborhoods such as Boca Royale in north Englewood along with Sarasota National, Gran Paradiso and Grand Palm in Venice. Their tagline is "Get the life you always imagined, right alongside the life you never expected".  The future for these communities plan to have it all.  You will currently find the Cool Today Park where the Atlanta Braves have their Spring Training along with concerts, movies, happy hour and fireworks.  There are 18 hole Golf Courses with clubhouses at Boca Royale and Sarasota National.  You'll find the Blue Heron Park and Bark Park at the West Villages with walking trails and shade structures with doggie drinking fountains and agility stations. Senator Bob Johnson's Landing in Venice has canoe and kayak launches, trails, fishing, grills and restrooms.  Downtown Wellen Park will be a walkable area with shops, dining, music, entertainment and more due to be completed during the last quarter of 2022.

Residential communities include Boca Royale in north Englewood with both established homes and new construction from condos in the $200,000s up to single family homes over $1,000,000. It is a gated community with a golf course and clubhouse along with a fitness center and tennis. 

West Villages has the neighborhoods of Grand Palm, Gran Paradiso, Islandwalk, Renaissance, Sarasota National, Tortuga and The Preserve at West Villages.  Tortuga with have single family homes from the $300,000s.  Island Walk has villas and single family homes between $300,000 - $600,000.  Renaissance has paired villas from the upper $200,000s as well as single family homes starting in the mid $300,000s.  Oasis has single family homes starting in the mid $300,000s.  Sarasota National in Venice has both established homes and new construction from condos in the $200,000s to coach homes, villas, patio homes and single family homes up to over $800,000.  Some homes come with golf memberships while others do not.  Gran Paradiso and Grand Palm also have established homes as well as new construction.  Grand Paradiso has coach homes, townhomes and villas from the mid $200,000s.  Grand Palm has paired villas and single family homes from the low $300,000s.

At this time they plan to have 22,000 homes in Wellen Park at it's completion and it's Downtown area will have a 80 acre activity lake, festival area, splash park, food truck park along with shopping and dining.  With "wellness" in mind, it will have 18 miles of nature and fitness trails with 25 more miles of trails planned in the future.  If an active lifestyle is what you are looking for, contact us at 941-725-9946 or 941-238-7714 to help you find your "Piece of Florida Paradise"! 

 

Feb. 28, 2021

Cortez Fishing Village near Anna Maria Island, FL

Cortez Fishing Village near Anna Maria Island, FL

We were trying to go to Anna Maria Island for lunch today but we got stuck in traffic for too long so I finally made a quick turn to get out of it and ended up at the Cortez Fishing Village just before the bridge over to the island. We've been there before but I forgot how quaint and interesting that area was. There are 2 restaurants there, the Swordfish Grill and the Cortez Kitchen, both on the water with outdoor dining along with inside dining (and live music) at the Swordfish Grill. You'll also find the Star Fish Company Market with fresh catches. There's a museum open Tuesdays through Saturdays from 9 - 4 that shows it's history and hosts events during the year. Take a visit next time your head to the beach! #annamariaisland #cortezfishingvillage #fishingannamariaisland #seafoodrestaurant

 

Posted in Things To Do
Feb. 25, 2021

St. Armands Circle Sarasota

St. Armands Circle Sarasota Outdoor Things To Do!

So many #OUTDOOR things to do in Sarasota, FL! "Winter" weather is at it's best in Sarasota and there are so many things to do out in the Great Outdoors. St. Armand's Circle in Sarasota is found just over the Ringling Bridge near downtown. There are over 100 shops and restaurants around the circle including the Columbia restaurant, Tommy Bahamas, the Daquiri Deck Raw Bar restaurant with outdoor seating and great drinks, Kilwins chocolate and ice cream, The Giving Tree Gallery, The Met Day Spa and Salon and much, much more. Events are found in the circle park area such as the Porsche in the Park event scheduled for May 1, 2021 the St. Armands Boat Show on June 5 and and the 20th annual St. Armands Craft Festival on June 12 & 13. Find homes and condos for sale in the area at www.FLGulfCoastHomesForSale.com. Call John Gregory at 941-725-9946 or Leslie Gregory at 941-238-7714 with any questions or to schedule private showings of homes.

Posted in Things To Do
Dec. 16, 2020

Lifestyle Communities in Manatee County, FL

Lifestyle Communities in Manatee County FL

In case you are interested in active communities in southwest Florida, here is some information on communities in Manatee county (Bradenton and Lakewood Ranch areas) that have many amenities and several of them have lifestyle directors on staff.
River Strand at Heritage Harbour in Bradenton, FL - River Strand is an active golf course community with much more. Some homes come with golf memberships and others do not - the HOA fee will reflect if a golf membership is included. There is also a public course available at the Heritage Harbour community next to this one. You’ll find a Tuscan style restaurant here with both formal and casual dining. There is a 3,500 square foot health and fitness spa with a resort style pool and grill. There are also many other smaller pools and cabana facilities as well as tennis courts.
Tidewater Preserve on the Manatee River in Bradenton, FL -
This community is on 2 miles of the Manatee River with a nature trail and river walk along the mangroves. There are boat slips available along with a canoe & kayak launch and tennis courts. The Lodge Community Center is 5,012 sq. ft. with a fitness center, kitchen and playground. You'll find a resort style pool, gathering areas with a covered veranda & a trellised patio that overlooks the river.
Esplanade at Lakewood Ranch - Esplanade has many "lifestyle" amenities. It is east of I-75 about 30-40 minutes to the Anna Maria Island and Siesta Key beaches. The Lakewood Ranch area has its own "downtown" on Main Street with quaint shops, restaurants and bars, movie theaters and miniature golf. It is close to the University Town Mall at I-75 and University Parkway. There are also many additional stores and restaurants further west of the Mall on both sides of University Parkway. The Esplanade community is on 60 acres and will have 1,250 villas and single family homes. It has serene lakes and a full time lifestyle director on site which coordinates biking, bingo, book clubs, canasta and Texas Hold 'em tournaments. There is also a golf course with pro shop, tennis and a fitness club that includes a movement studio and massage room. There is a heated lagoon-style pool and spa with a resistance pool, bbq area, fire pits and pickle and bocce ball areas. The clubhouse also includes a craft room, billiard room, outdoor veranda, and a coffee & tea station in the kitchen. Outdoor activities include a canoe and kayak launch, a bark park (for dogs!) and walking trails.
Palma Sola Bay Club on the Palma Sola Bay in Bradenton - Palma Sola Bay Club is a condominium community near the Anna Maria beaches in Bradenton, Florida. The community will consist of 23 four-story, mid-rise buildings with nine residences in each, covered parking below the buildings, storage and elevators. The two and three bedroom units range from 1,657 to 1,857 square feet with prices starting in the $300,000s. Palma Sola Bay Club has a 20-foot by 20-foot wood platform walkway and deck overlooking the Palma Sola Bay waterfront. Residents will have a perfect location for fishing, viewing sunsets and wildlife watching. Palma Sola Bay Club has also added amenities such as bocce ball courts, grilling pavilions and an expanded pool deck with a fire pit.
University Park Golf & Country - Founded in 1991, the location and natural backdrop are unparalleled at University Park Country Club. Voted “Best of the Best” by Sarasota Magazine for 18 years running, the club features 27 holes of championship golf, 11 lighted Har-Tru tennis courts and a state-of-the-art Fitness Center. The Park Grille & Café is an award-winning dining and banquet destination. A flourishing semi-private membership and countless enthusiastic daily fee players have made University Park Country Club the #1 Golf Course in Southwest Florida!
Del Webb, Lakewood Ranch, FL - Del Webb is one of the few 55+ communities in the area that offers single family homes and paired villas. A lifestyle director is on-site planning activities held at the sales center after hours as well as off-site events. You will find fitness classes, arts & crafts, dancing, dinners, cards, tennis and day trips & cruise opportunities. Outdoor Amenities include a resort-style pool with lap lanes, spa, outdoor bar, bbq grills, 6 tennis courts, 4 bocce ball courts, 8 pickleball courts and an event lawn. Indoor amenities include a 21,000 s.f. clubhouse, state-of-the-art Fitness Center, group fitness studio, activity & gathering areas, a catering kitchen, Wi-Fi café, clubs and classes.
If you'd like me to send you listings in any of these areas let me know or to search for properties in the area visit our website at: www.FLGulfCoastHomesForSale.com .

 

Oct. 15, 2020

Best Places to Retire 2020

Best Places to Retire? 13 of the ‘Top 25’ Are in Fla.

U.S. News & World Report’s latest ranking of top retirement communities could have almost said, “Pick any town in Fla.” Seven Fla. metros are in the top 10: Sarasota (No. 1), Fort Myers (2), Port St. Lucie (3), Naples (4), Ocala (6), Miami (9) and Melbourne (10).

WASHINGTON – U.S. News & World Report unveiled its 2020-2021 Best Places to Live and Best Places to Retire in the United States. The new lists evaluate the country’s 150 most populous metropolitan areas based on affordability, job prospects and desirability.

In the “Best Places to Retire” category, Florida metro areas stood out with seven out of the top 10 slots and 13 of the top 25 slots.

“After a prolonged period of staying at home, people are taking a critical look at where they live, and many are looking to find a place they can feel happier, afford more or pursue new opportunities,” says Devon Thorsby, real estate editor at U.S. News. “The Best Places rankings can help people examine the details they consider important in a larger community.”

This year, U.S. News increased the number of metropolitan areas evaluated for both sets of rankings from 125 to 150, to provide a broader and more accurate reflection of where Americans can live and retire.

Best places to retire

U.S. News & World Report’s announcement of top retirement destinations says it’s “dominated by Florida metro areas, largely due to affordable homes, low taxes and high ratings for happiness and desirability.”

An increase in Desirability and Job Market scores lifted Sarasota from No. 2 last year to No. 1 this year – but it overtook another Florida city, Fort Myers, which became No. 2. And while Port. St. Lucie’s Housing Affordability score decreased slightly, increases in Desirability, Job Market and Health Care scores helped it jump two places to No. 3.

Miami also saw a decrease in Housing Affordability, but it broke into the top 10 this year, jumping five places to No. 9 thanks to Desirability and Job Market score increases.

The top 25 places to retire also includes three Texas communities, and two places each in Michigan, North Carolina and Tennessee.

“Moving to a new place for retirement can reduce your cost of living and improve your quality of life,” says Emily Brandon, U.S. News senior editor for retirement. “The Best Places to Retire includes information about housing costs, access to quality hospitals and the strength of the job market, which can help you find a retirement spot that will meet your needs.”

The 2020-2021 Best Places to Retire were determined based on a methodology that factored in happiness, housing affordability, health care quality, retiree taxes, desirability and job market ratings. These measures were weighted based on a public survey of individuals across the U.S. who are nearing retirement age (ages 45-59) and those who are of retirement age (60 or older) to find out what matters most when considering where to retire. Data sources include the U.S. Census Bureau and the Bureau of Labor Statistics, as well as U.S. News rankings of the Best Hospitals.

2020-2021 Best Places to Retire – Top 25

  1. Sarasota
  2. Fort Myers
  3. Port St. Lucie
  4. Naples
  5. Lancaster, Pa.
  6. Ocala
  7. Ann Arbor, Mich.
  8. Asheville, N.C.
  9. Miami
  10. Melbourne
  11. Myrtle Beach, S.C.
  12. Nashville, Tenn.
  13. Jacksonville
  14. Manchester, N.H.
  15. Daytona Beach
  16. Orlando
  17. Dallas-Fort Worth, Texas
  18. Lakeland
  19. Chattanooga, Tenn.
  20. Tampa
  21. Grand Rapids, Mich.
  22. Houston, Texas
  23. Charlotte, N.C.
  24. San Antonio, Texas
  25. Pensacola

U.S. News & World Report is a global leader in quality rankings that empower people to make better, more informed decisions about important issues affecting their lives.

© 2020 Florida Realtors®

Sept. 10, 2020

Get outside in Lakewood Ranch, FL!

It's almost time to get Outside and why not in Lakewood Ranch, FL?

We're just weeks away from our perfect weather here in southwest Florida.  While the weather will stay nice and warm, the humidity will start to slip away and especially at this time, getting outside is the perfect thing to do.  While there are plenty of beaches and water areas to go to, remember that there are also plenty of parks just inland in the Lakewood Ranch area, just east of I-75 in Manatee and Sarasota county.  Here are just some of the parks that you'll find there.

Greenbrook Adventure Park -

For those with dogs, this park has a dog park with a separate area for small dogs along with miles of trails for us humans, too.  There are sports fields for the kids (and adults who still feel like kids), in-line skating track and a pavilion. Activities are held there throughout the year.  Find this park off of SR70 at 13010 Adventure Place in Bradenton, FL 34202.

Summerfield Community Park - 

Bring your kids to this 15 acre park where you'll find swings and 3 separate playgrounds.  The adults will find jogging paths, soccer and baseball fields and tennis and basketball courts. This one has a pavilion, too.  Find it off of SR70 at 6402 Lakewood Ranch Blvd., Bradenton, FL 34202 

Heron's Nest Nature Park - 

This park was made for the birds!  There are 110 acres with trails and 2 lakes - 12 acre Heron Lake and 27 acre Summerfield Lake.  You can fish, boat and watch the birds that flock to this area.  This one is near the Summerfield and Greenbrook parks at 6399 Tupelo Trail, Bradenton, FL 34202

County Club Community Park - 

This park is in the gated Country Club community behind the Lakewood Ranch Golf and Country Club athletic center.  It has something for everyone, a tot lot, pickleball and basketball courts and a pavilion.  You will find it at 7650 Legacy Blvd, Bradenton, FL 34202

Bob Gardner Community Park - 

This is another park for dog lovers, north of SR70 near Manatee Ave. and Rye Road.  This park is smaller and has limited parking but many can walk there from the Arbor Grande and Mallory Park communities.  You will find a dog park, trails, 9-hole disc (frisbee) golf course and a gravity rail for the kids. You will find it at 2710 White Eagle Blvd., Bradenton, FL 34211

Roger Hill Park -

Just south of the Bob Gardner Park is the Roger Hill Park just behind the Harmony community.  This park is accessible by bike or walking and connects to existing trails.  5150 White Eagle Blvd., Bradenton, FL 34211

James L Patton Community Park -

Last but not least, for water lovers there is the James L Patton Community Park just north of SR70 south of the Bridgewater community off of White Eagle Blvd.  This park surrounds Lake Patton where you can launch a canoe or kayak along with trails, a children's playground and pavilion.  5725 White Eagle Blvd, Bradenton, FL 34211

Lakewood Ranch where you can live, work and play! It is easily accessible just east of I-75 between Manatee Ave. and south to just south of University Parkway where new communities and parks are underway.  Search for homes available in Lakewood Ranch at www.FLGulfCoastHomesForSale.com.  Get out and ENJOY!

Posted in Things To Do
Nov. 26, 2019

Steps to Become a Florida Resident

Palm trees along inlet at sunset
roberto bowyer / Getty Images

 

 

Snowbirds Can Be Taxed as Florida Residents: Here’s How

 

 

Recent changes made Florida a great destination to escape taxes as well as winter, but snowbirds don’t have to completely give up their summers in New England.   

 

NEW YORK – Shorter days, leafless trees and frost on the ground are all signs that it’s time for snowbirds to head south for the winter. Of course, I’m not talking about real birds – “snowbirds” are people who live up north during the warm-weather months and in the south during the winter. And if you’re one of the thousands of snowbirds heading to Florida this year, I bet you’ll hear a lot of chatter about the tax benefits of being a resident of the Sunshine State. After all, Florida is one of only nine states without an income tax.

pier and palm trees along florida beach
Lender Study Finds Florida a Top State Not to Leave
LendingTree analyzed loan applicants to see whether borrowers were moving out of state or staying put, and Floridians (No. 3 for stickiness) seem to like it here.

So if your summer home is in one of those high-tax states up north – New York, New Jersey, Massachusetts, Minnesota, Maryland, Illinois, Connecticut, Wisconsin and the like – you can potentially save thousands of dollars each year if you can establish residency in Florida instead (perhaps millions for someone like President Trump).

But you can’t just say “I’m a Florida resident” and have the income tax bill from your summer state magically disappear. You need to show that Florida is your primary and permanent home – and it’s your actions, not your words, that count the most.

That means cutting as many northern ties as possible and putting down roots in Florida. But no matter how rooted in Florida you become, don’t be surprised if your summer state still wants you to pay taxes as a resident on all your income (instead of paying tax only on in-state income as a nonresident). The tax agencies in many high-tax northern states have well-earned reputations for fighting wealthier snowbirds who suddenly claim to be Florida residents. So, if you’re going to make that claim, be sure you can back it up.

Here are 15 things you can do to show that you are, in fact, a resident of Florida if your summer state challenges your residency status.

Spend most of your time in Florida

The majority of states have what’s called a 183-day rule, which basically means the state will tax you as a resident if you own a home there and spend at least 183 days during the year (basically, six months) in the state. (Some states require more in-state days to be considered a resident.) The days don’t have to be consecutive, and even part of a day can count as a full day.

Obviously, if you spend more than half your time in Florida, you won’t reach the 183-day threshold in the state where you spend your summers. If you can’t spend that much time in Florida, then take a vacation, visit family or friends, or otherwise spend time in some other location – anything to avoid spending 183 days or more in your high-tax summer state.

It’s also a good idea to keep a log of where you are each day of the year, just in case the tax agency from your northern state picks you for a residency audit. Keeping receipts from the time you spent in Florida will also help if you’re audited. For instance, if you had dinner at a Florida restaurant, a receipt for the meal will help prove that you were in Florida on that particular day.

Obtain a Florida driver’s license

Getting a Florida driver’s license is a must if you really want to be a Florida resident. In fact, this is something you should do right away, since you’ll need the license to vote, apply for property tax breaks, and do other things in Florida that will help you establish residency in the state.

New residents must apply for a Florida driver’s license in person at any local office offering driver licenses services. The fee for an initial Florida Class E license is $48. You’ll also need to submit specific documents to obtain a REAL-ID compliant driver’s license (the list of required documents for U.S. citizens can be found on the Florida Department of Highway Safety and Motor Vehicles’ website).

Register your vehicles in Florida

When you’re getting your driver’s license, make sure you register your car or truck in Florida, too. If you own an RV or boat, register it in Florida as well. This is further evidence that you consider Florida your permanent home.

You’ll have to pay a registration fee. The amount is based on the type and/or weight of the vehicle. A list of the various motor vehicle registration fees can be found on the Florida Department of Highway Safety and Motor Vehicles’ website.

illustration of scale with house on one side and tax on the other
Should You Relocate to Trim Taxes in Retirement?
Northerners are struggling. They love winter sunshine and low taxes, but a decision to move 1,000 miles to Fla. isn’t easy. Will homesickness set in? How much does a trip “back home” to see family cost? And how much tax savings are we talking about?

Vote in Florida

Where you’re registered to vote says a lot about the place you see as your permanent home. So, to be seen as a Florida resident, make sure you register to vote – and actually vote – in Florida.

You can register to vote in Florida by completing a paper application and delivering it in person or by mail to the Division of Elections, any supervisor of an elections’ office, an office that issues driver’s licenses, or a voter registration agency (e.g., public assistance office, center for independent living, office serving persons with disabilities, public library, or armed forces recruitment office). You can also register online at registertovoteflorida.gov. You’ll need a Florida driver’s license (or ID card) and the last four digits of your Social Security number to complete the online registration.

Buy or rent a bigger home in Florida

Let’s face  … it doesn’t really look like you intend to make Florida your permanent home if you own a giant house up north but only rent a tiny apartment in Florida. That’s why New York, for example, considers the size of each home a snowbird owns or rents to be an important factor in determining residency. So, if possible, get a Florida home that’s at least roughly the same size as your northern home – although it’s better if your home in Florida is larger.

If your summer home is in New York, at least the state will consider home size in the context of the geographic area in which each residence is located. For example, while a 3,000 square-foot apartment in Manhattan may pale in comparison to a palatial home in Florida, it nevertheless may still be spacious by New York City standards.

Enroll your children in Florida schools

If you have minor children, have them enroll in a Florida school. Why? Because the quality of the local schools is usually an important factor for parents deciding where to live. This is true whether the schools are public or private. So, for example, if your children attend a boarding school up north and rarely visit your Florida residence, this could be evidence that you don’t consider Florida to be your primary and permanent home.

Tell people you’re a Florida resident

Yeah, we told you in the introduction that you can’t just say “I’m a Florida resident” to change your residency for state tax purposes. And that’s true – you can’t just declare that you’re a Florida resident. But even if you do all the other things we’re recommending here, you’ll never convince a tax auditor from up north that you’re a Florida resident if you don’t present yourself as a Florida resident to the rest of the world. So, if you meet someone new, tell them you’re from Florida. If you’re filling out a form that asks for your address, use your Florida address. And update your Facebook page so that your Florida town is listed as your current home.

Auditors will look for any indication that you don’t really think of Florida as your primary and permanent home – don’t give them any ammunition.

Tell the State of Florida that you’re a resident, too. File a “Declaration of Domicile” with the clerk of circuit court in the Florida county where you live. (“Domicile” is a legal term that generally means the place that you intend to be your primary and permanent home.) There isn’t a standard, statewide form that you can use. Instead, each county will have its own version – as an example, click here for the Broward County form.

Keep important personal items in Florida

Tax auditors know that most people keep prized personal possessions in their primary home. So, bring your most treasured items down to Florida for safekeeping to show that you consider the state to be your primary and permanent home. This includes all things that are near and dear to your heart, including photo albums, wedding dresses, family heirlooms, stamp or coin collections, works of art, rare books, and any other item that has sentimental value. Pets fall into this category, too.

Socialize in Florida

To show that your life is now centered in Florida (i.e., that you’re a real Florida resident), join clubs, take up hobbies, volunteer and meet new people in the state. Tax auditors are going to question your Florida-resident credentials if you’re constantly heading back up north to socialize. You can keep your northern friends, but make new ones in Florida, too. (Invite your Yankee friends down to Florida for a week of winter sun and sand … they’ll love you for it!) If you’re already a member of a national organization like the Lions Club or VFW, change the address on file to your Florida address and attend meetings in Florida.

Visit doctors, lawyers and CPAs in Florida

It can be hard leaving a family doctor up north that you’ve been seeing for decades and finding a new physician down in Florida. But you need to do just that if you want to convince a tax auditor that you’ve really settled down in Florida. The same goes for the dentists, lawyers, accountants, and other professionals you use in your summer state – you should replace them with new people in Florida.

It’s probably OK to see a specialist once in a while outside Florida, but your regular doctor (or other professional) should be in the Sunshine State. If you want to go to the extra mile, start seeing a barber or hair stylist in Florida, too.

Do your banking in Florida

Even in today’s world where online banking is popular, tax auditors know that most people park their money in a bank near their home. So, if you’re claiming to be a Florida resident, you should move your money to a Florida bank. It can be a national bank – like Bank of America – but there should be a branch close to your Florida home where you can do your banking in person (including renting a safe deposit box). You’ll also want to make sure all bank statements are sent to your Florida address.

This advice extends to all your financial activities. Start working with Florida-based brokers, financial planners, insurance agents and the like. And, again, make sure all statements, payments and notices are sent to your home in Florida, including credit card statements. If you’re retired, have your Social Security checks or retirement plan distributions mailed to Florida or deposited into a Florida bank.

Pay taxes as a Florida resident

Sure, there’s no state income tax in Florida, but that doesn’t mean Florida residents don’t pay other taxes. For example, you still have to pay federal income taxes as a Florida resident. So, when filing your next federal 1040, make sure you list your Florida address as your home address. You should also change your address on file with the IRS by submitting Form 8822.

As for Florida taxes, make sure you pay your local real estate taxes on time and in full. If you own a business, are self-employed, or rent out property in Florida, you might also owe personal property taxes. If you’re not paying these taxes as required, or any other Florida taxes levied on residents, your standing as a true Florida resident will be diminished in the eyes of the law.

Apply for a Florida Homestead Property Tax Exemption

In addition to paying taxes in Florida, take advantage of the state’s tax breaks for residents. For example, if you own a home in Florida, apply for the state’s homestead property tax exemption. Not only could your home’s taxable value be reduced by as much as $50,000, but it’s further evidence of your status as a Florida resident. That’s a win-win!

To apply, submit Form DR-501 and all required documentation to the property appraiser in the Florida county where the property is located. You can also use the form to apply for property tax breaks available to disabled or blind persons, senior citizens, widow(er)s, veterans, and first responders.

If a similar tax break is available in your northern state, don’t claim it if it’s only available to residents. If you do, you’re telling your summer state that you are a resident there, not in Florida.

Work in Florida

If you work at home or in multiple locations, make sure your employer lists your Florida address as your home of record. Paychecks and W-2 forms should be sent to Florida, and all your benefits should be based in the state.

If you’re an independent contractor, all invoices and other correspondence should include your Florida address. Payments and 1099 forms should be sent to Florida, too.

If you’re a doctor, lawyer or other professional, get licensed to practice to Florida.

Move your business to Florida

If you own a business in your summer state, moving it to Florida will certainly help your case if your status as a Florida resident is challenged.

If moving your northern business to Florida isn’t possible, running it from Florida might be an option. However, business owners in Florida who are deeply immersed in their company’s operations up north can have a hard time establishing residency in Florida. Even if you’re running your business from a Miami Beach cabana, tax auditors in your summer state will see substantial involvement in the management of a business in their state as evidence of residency in that state. It will be weighed along with all other factors, but this type of evidence can persuade a court that you’re not really a Florida resident.

The degree of your involvement in the business’ day-to-day operations will be looked at closely. You don’t necessarily have to sell the business or completely relinquish your management role, but taking more of a “hands-off” approach will support your claim for Florida residency.

2019 The Kiplinger Washington Editors

 

Nov. 11, 2019

So Many Things to Do in Venice, FL!

So Many things to Do and See in and Near Venice, Florida!

Snook Haven

You'll find a little piece of Old Florida at Snook Haven, just off I-75 at River Road in Venice.  Don't be deterred by the dirt road that goes to it (just take it slow!) as you'll find a gem at the end.  Snook Haven is on the Myakka River and you may see an alligator float by but you'll also find live bands, boat trips and kayak rentals.  There is indoor and outdoor dining with a menu featuring bbq, seafood and more.  There's also a bar and plenty of outside seating and entertainment.  You can listen to banjo players on Thursdays and local bands most other days of the week.  Logan River Tours offers boat trips beginning in November.

Venice Pier and Sharkey's Restaurant

Travel through downtown Venice on the island and head south to find Sharkey's on the Pier.  The pier recently went through renovations and is the only Gulf-front fishing pier in Sarasota county.  While you fish, the kids can search for Shark's Teeth in the sand.  Follow-up with a bite to eat, both inside and out or a cool drink at the Tiki bar. There's plenty of rest rooms with showers, a gift shop and ample parking.

Downtown Venice on the Island

On your way to or from Sharkey's, stop at the quaint downtown Venice area to shop for colorful Florida gifts, eat or grab a drink at the Daiquiri Deck.  You can also find ice cream, a free concert at the Gazebo in the park and the Venice Theater nearby.

Pop's Sunset Grill in Nokomis

Just north of Venice on the water you'll find another quaint Old Florida restaurant - Pop's Sunset Grill.  Have a bite and a drink at this indoor/outdoor restaurant and watch the boats go by … or rent one at the marina next door.  They also have outdoor entertainment.  Try their great seafood, three bean salad, gumbo, a burger and more! You can also attend the Drum Circle on Nokomis Beach every Wednesday and Saturday about 2 hours before sunset.

Manasota Key Beach

Just south of Venice is Englewood and the Manasota Key Beach.  Find a beach on both the north and south ends of the Key.  Stop for a drink and lunch or dinner at the Beach Road Bistro, the Waverly or the Sandbar.  You can also find boat, kayak and stand-up paddleboard rentals at Hooked on SUP's at Stump Pass Beach State Park in Englewood and explore Lemon Bay. You can also rent two-person fast catamarans or take a guided nature tour at Riding the Waves.

Atlanta Brave's Training at Cool Today Park

2020 will bring the first full Atlanta Brave's Spring Training season to the brand new Cool Today Park at the West Villages in North Port, bordering Venice.  When baseball ends you'll find plenty of other events throughout the year.   

If these weren't enough reasons to visit Venice there are also plenty of new and old communities in the area to look for homes and condos.  Sarasota National Golf and County Club is a huge community surrounded by beautiful wetlands and preserves. You'll also find a resort-style pool with tiki bar, restaurant and spa treatment rooms.  Other communities include the West Villages, Gran Paradiso, Stoneybrook at Venice and the Venice Golf and Country Club.  Check our website for listings in Venice and the rest of the southwest Florida area and contact us with any questions or to schedule a private showing.  We'll help you find and own your Piece of Florida Paradise!

 

Posted in Things To Do