Ashley Warwar Joins the Firm’s Estate Planning and Tax Department

In News by Coolidge Wall

Coolidge Wall Co., L.P.A. is pleased to announce that Ashley Warwar has joined the firm as an associate in its Estate Planning and Tax Department. Ashley will focus her practice in the areas of estate planning, trust, probate and tax. She was admitted to the Ohio Bar in October of this year. “We are pleased to have Ashley join our team – she brings with her an excellent background and will be of great assistance to our ever-growing practice,” said Chad Hansen, Chair of the firm’s Estate Planning and Tax Department. Ashley previously worked at the firm as a summer …

New Attorney Erica Glass Joins Coolidge’s Estate Planning and Tax Department

In News by Coolidge Wall

Coolidge Wall Co., L.P.A. is pleased to announce that Erica Glass has joined the firm as Of Counsel in its Estate Planning and Tax Department. Erica focuses her practice on estate planning and administration. She has extensive experience helping families plan for the future and helping them navigate the steps that need to be taken after a loved one passes away. Her experience also includes estate and gift tax preparation and administering guardianships. “We are excited that Erica has rejoined the firm,” said Chad Hansen, Chair of the firm’s Estate Planning and Tax Department. “She brings more depth of service …

Two Coolidge Attorneys Receive “Lawyer of the Year” Recognition

In News by Coolidge Wall

Two Coolidge Wall attorneys recently received recognition by Best Lawyers® as “Lawyer of the Year” in Dayton in their specific practice areas. Shannon L. Costello was named Best Lawyers® 2019 Litigation-Real Estate Lawyer of the Year in Dayton. Chad D. Hansen was named Best Lawyers® 2019 Tax Law Lawyer of the Year in Dayton. Congratulations to these and all of our firm’s very accomplished attorneys.

Election Day and the Workplace: Issues for Ohio Employers

In Labor by Coolidge Wall

Robert Frost once advised, “Thinking isn’t to agree or disagree. That’s voting.” One question that HR professionals are thinking of every election season is, “Do we need to provide employees time to vote?” In Ohio, the answer is likely yes. Ohio Revised Code Section 3599.06 provides that no employer shall discharge or threaten to discharge an elector for taking “a reasonable amount of time to vote on election day.” Ohio employers are prohibited from interfering with, discriminating, or retaliating against an employee who seeks to vote or serve as an election official on Election Day. Does this require employees leaving …

IRS Announces 2019 Pension Plan Limitations

In Employee Benefits by Coolidge Wall

On November 1, 2018, the IRS announced cost-of-living adjustments for 2019 retirement plan contributions. For 2019, the amounts that individuals will be able to contribute to retirement plans will increase from $18,500 to $19,000. However, the catch-up contribution limit for employees age 50 and over will remain unchanged at $6,000. This chart summarizes the limitations for 2019: Contribution Limits 2019 2018 Elective Deferral Limit – 401(k), 403(b) and 457(b) Plans $19,000 $18,500 Catch-Up Contribution Limit $6,000 $6,000 Elective Deferral Limit – SIMPLE Retirement Plan $13,000 $12,500 Catch-Up Contribution Limit – SIMPLE Retirement Plan $3,000 $3,000 Contribution Limit – IRA $6,000 …