| Entity Name: | ISAACSON TAX & ESTATE ADVISORS INC. |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Domestic Profit
ISAACSON TAX & ESTATE ADVISORS INC. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation Act. |
| Status: |
Active
The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness. |
| Date Filed: | 11 Dec 2003 (21 years ago) |
| Last Event: | AMENDMENT |
| Event Date Filed: | 05 Dec 2014 (10 years ago) |
| Document Number: | P03000150359 |
| FEI/EIN Number |
200487948
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 1301 N. CONGRESS AVE., SUITE 350, BOYNTON BEACH, FL, 33426 |
| Mail Address: | 1301 N. CONGRESS AVE., SUITE 350, BOYNTON BEACH, FL, 33426 |
| ZIP code: | 33426 |
| County: | Palm Beach |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| ISAACSON WILLIAM D | Chief Executive Officer | 1301 N. CONGRESS AVE., SUITE 350, BOYNTON BEACH, FL, 33426 |
| ISAACSON WILLIAM D | Agent | 1301 N. CONGRESS AVE., SUITE 350, BOYNTON BEACH, FL, 33426 |
| ISAACSON WILLIAM D | President | 1301 N. CONGRESS AVE., SUITE 350, BOYNTON BEACH, FL, 33426 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2014-12-05 | 1301 N. CONGRESS AVE., SUITE 350, BOYNTON BEACH, FL 33426 | - |
| AMENDMENT | 2014-12-05 | - | - |
| CHANGE OF MAILING ADDRESS | 2014-12-05 | 1301 N. CONGRESS AVE., SUITE 350, BOYNTON BEACH, FL 33426 | - |
| REGISTERED AGENT ADDRESS CHANGED | 2009-04-17 | 1301 N. CONGRESS AVE., SUITE 350, BOYNTON BEACH, FL 33426 | - |
| REGISTERED AGENT NAME CHANGED | 2009-04-17 | ISAACSON, WILLIAM D | - |
| AMENDMENT AND NAME CHANGE | 2004-10-12 | ISAACSON TAX & ESTATE ADVISORS INC. | - |
| ARTICLES OF CORRECT-ION/NAME CHANGE | 2003-12-26 | ISAACSON FINANCIAL GROUP INC. | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-04-05 |
| ANNUAL REPORT | 2023-02-01 |
| ANNUAL REPORT | 2022-03-07 |
| ANNUAL REPORT | 2021-02-10 |
| ANNUAL REPORT | 2020-03-19 |
| ANNUAL REPORT | 2019-04-08 |
| ANNUAL REPORT | 2018-02-08 |
| ANNUAL REPORT | 2017-03-02 |
| ANNUAL REPORT | 2016-04-08 |
| ANNUAL REPORT | 2015-02-26 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 7012477800 | 2020-06-03 | 0455 | PPP | 1301 N Congress Ave #350, BOYNTON BEACH, FL, 33426-3312 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 03 Apr 2025
Sources: Florida Department of State
