David Pierce and Wife Lisa Are Featured Barristers of the Month in Dayton Bar Briefs

In News by Coolidge Wall

Happy Valentine’s Day! Coolidge Wall’s David P. Pierce and his wife Lisa S. Pierce, who is also an attorney at Dinsmore & Shohl, are featured as the Barristers of the Month in the February issue of Dayton Bar Briefs. This article shares their personal and professional journey together and the life they built in the Dayton community. Read more about these lawyers in love below.

Chip Herin Involved With Local Chapter of American Heart Association

In News by Coolidge Wall

Coolidge Wall attorney Chip Herin is serving his third year as a member of the Executive Leadership Team of the Heart Ball, an event hosted by the Dayton Chapter of the American Heart Association. Each year, community members, medical professionals and corporate leaders come together to celebrate the lifesaving work of the American Heart Association. For years, the Heart Ball has helped to advance the lifesaving mission of the American Heart Association, a mission that has impacted the lives of thousands of men, women and children in the Dayton area. Contributions help support ongoing biomedical research and educational programs, which …

Coolidge Wall to Host Dayton Area Chamber of Commerce HR Forum

In News by Coolidge Wall

Coolidge Wall, in conjunction with the Dayton Area Chamber of Commerce, will host a Human Resources Forum on Thursday, March 23, 2017, from 8:00 AM to 1:00 PM at Crown Plaza Dayton, 33 E. 5th Street, Dayton, Ohio 45402. For more details on topics and registration information, click here.

Paralegal Joins Coolidge Wall’s Growing Estate Planning and Probate Department

In News by Coolidge Wall

Coolidge Wall Co., L.P.A. is pleased to announce that Darla J. Demetriades has joined the firm as a paralegal in its Estate Planning and Probate Department. Demetriades has more than 26 years experience as a paralegal in both banking and legal services. She was most recently a probate paralegal at Taft Stettinius & Hollister LLP. “Darla brings a tremendous level of experience to help us meet the expanding needs of our clients in this critical area of estate planning and probate,” said Chad Hansen, Chair of the firm’s Tax, Estate Planning and Probate Departments. Demetriades’ hire comes on the heels …

Doing Business in Canada

In Uncategorized by Coolidge Wall

In 2015, Canada’s Gross Domestic Product in US Dollars was approximately $1.6 Trillion and the population of Canada was approximately 36 Million. With a shared border, a common language (in the west) and historically positive relations, Canada could represent a fertile trading ground for United States-based companies. While the country is contiguous and friendly, there are many factors which must be taken into consideration before launching a commercial endeavor with our fellow North Americans. What business structure should be employed? Companies must decide what business structure they will utilize to do business in Canada. The options of structures are varied …

Tax-exempt organizations: laudable goals, considerable regulation

In Business Organizations by Coolidge Wall

If you have any questions or concerns regarding tax-exempt organizations in Ohio or elsewhere, we modestly suggest that you might reasonably want to contact the legal team at Coolidge Wall. As we note on the website of our Dayton law firm, “For more than 165 years, we’ve been providing legal services to corporations, non-profit and businesses of all sizes in Ohio and throughout the world.” In fact, our firm was established in 1853, which gives us an enviable starting point from which we have been assisting diverse business clients with wide-ranging needs. Tax-exempt entities in particular can have many discrete …

Wilberding Pens Article about National VA Archives Coming to Dayton

In News by Coolidge Wall

The January 24, 2017 Ideas & Voices section of the Dayton Daily News featured an article by Coolidge attorney Merle Wilberding about the National Veterans Affairs Archives being moved to the Dayton VA Medical Center. The project is expected to generate a $20 million investment and become an anchor for economic development in west Dayton.  

USCIS Requires Employers to Use New I-9 Form Beginning January 22, 2017

In Employment Law by Coolidge Wall

In November 2016, the U.S. Citizenship and Immigration Services (USCIS) released a new Form I-9 for all employers to use when hiring new employees. Starting January 22, 2017, all employers must use this new Form I-9, which has been referenced as a “smart” form because it can be filled out online and includes drop-down menus, hover text with instructions, and error messages. Failure to use the new Form I-9 beginning January 22, 2017, may result in civil fines. The new changes are specifically designed to help employers reduce technical errors. Some of the changes include: Additional spaces to enter multiple …

Mergers, acquisitions: proven counsel can promote positive results

In Business Organizations by Coolidge Wall

One thing that is centrally true of any successful company in Ohio, nationally or internationally is that it is not static. That is, its business operations are overseen by principals who understand that purposeful change — well-considered and carefully prepared adjustment — is often a necessary component for sustained excellence and enduring profitability. Winning businesses are dynamic, inquisitive, exploratory and always on the lookout for continued company development. That “eye on growth” mentality often results in business owners and ranking officers proactively searching for new ways in which to expand and prosper. One such strategy focuses upon purchasing another company …

Sam Warwar is Panelist at Event Hosted by The Partnership for Philanthropic Planning (PPP)

In News by Coolidge Wall

On March 3, 2017, The Greater Dayton Partnership for Philanthropic Planning Council will present “4 Perspectives on the First 40 Days of the New Presidency,” with a discussion by four local experts, including our own Sam Warwar.  The panel will address a variety of topics (taxes, philanthropy, investing and business) as related to a new Presidential administration. The panelists’ specialties include law, finance, taxes and philanthropy. The four panelists are: Sam Warwar, Attorney, Coolidge Wall Co., L.P.A. Tom Mangan, Sr. VP, and Portfolio Mgr. James Investment Research Lynn Burns, CPA, JD, CFP. Owner, Burns Tax Consulting, LLC Mike Parks, President, …