Eighteen Coolidge Wall Attorneys Selected for The Best Lawyers in America® 2021 Edition

In News, Strategic Advisory by Coolidge Wall

Coolidge Wall Co., L.P.A. is pleased to announce that 18 of its attorneys were recently selected by their peers for inclusion in The Best Lawyers in America® 2021 edition. Best Lawyers is regarded as the definitive guide to legal excellence. Its process is based on an exhaustive peer-review survey on the legal abilities of other lawyers in their practice areas. Lawyers may not pay a fee to be listed, so inclusion in Best Lawyers is considered a singular honor. Corporate Counsel magazine called Best Lawyers “the most respected referral list of attorneys in practice.” The Coolidge attorneys selected for inclusion …

Tax Issues for Election 2020

In Tax by Coolidge Wall

With Ohio’s primary election postponed until June 2nd, and with a much narrower field of candidates, maybe it’s time to take a closer look at one of the more important topics of the election, and one that is quite frankly many times overlooked – what is each candidate’s tax plan? While all the candidates promise to do what is best for us, federal tax policy may ultimately be the item that impacts our pocketbooks the most. Everyone knows the old adage “in this world nothing can be said to be certain, except death and taxes.” That includes you COVID-19! Assuming …

Nineteen Coolidge Wall Attorneys Selected for The Best Lawyers in America® 2020 Edition

In News by Coolidge Wall

Coolidge Wall Co., L.P.A. is pleased to announce that 19 of its attorneys were recently selected by their peers for inclusion in The Best Lawyers in America® 2020 edition. Best Lawyers is regarded as the definitive guide to legal excellence. Its process is based on an exhaustive peer-review survey on the legal abilities of other lawyers in their practice areas. Lawyers may not pay a fee to be listed, so inclusion in Best Lawyers is considered a singular honor. Corporate Counsel magazine called Best Lawyers “the most respected referral list of attorneys in practice.” The Coolidge attorneys selected for inclusion …

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.

Twenty Coolidge Attorneys Honored as The Best Lawyers in America® 2019

In News by Coolidge Wall

Coolidge Wall Co., L.P.A. is pleased to announce that 20 of its attorneys were recently selected by their peers for inclusion in The Best Lawyers in America® 2019. Best Lawyers is regarded as the definitive guide to legal excellence. Its process is based on an exhaustive peer-review survey on the legal abilities of other lawyers in their practice areas. Lawyers may not pay a fee to be listed, so inclusion in Best Lawyers is considered a singular honor. Corporate Counsel magazine called Best Lawyers “the most respected referral list of attorneys in practice.” The Coolidge attorneys selected for inclusion in …

Coolidge Estate Planning and Tax Department Continues to Add Attorneys and Expand Services to Clients

In News by Coolidge Wall

Coolidge Wall Co., L.P.A. is pleased to announce that three attorneys – R. Michael Osborn, Javan A. Kline and Thomas W. Langevin – have joined the law firm’s growing Estate Planning and Tax Department. Mr. Osborn joins Coolidge after working at a Springfield, Ohio law firm for more than 17 years. His practice focuses on business and tax planning for the family and closely held business, estate and succession planning, and providing business and tax counsel to tax-exempt organizations, including private foundations. He serves as general outside counsel to businesses, including corporations, partnerships, LLCs, and non-profit organizations. In addition, he …

Eighteen Attorneys Selected for Inclusion in The Best Lawyers in America® 2017

In News by Coolidge Wall

Coolidge Wall is privileged to announce that eighteen of its attorneys were recently selected by their peers for inclusion in The Best Lawyers in America® 2017. Best Lawyers has become universally regarded as the definitive guide to legal excellence. Its process is based on an exhaustive peer-review survey on the legal abilities of other lawyers in their practice areas. Lawyers may not pay a fee to be listed, so inclusion in Best Lawyers is considered a singular honor. Corporate Counsel magazine called Best Lawyers “the most respected referral list of attorneys in practice.” The attorneys selected for inclusion in 2017 …

Ready to Throw Out Those Old Tax Records?

In Tax by Coolidge Wall

Once again, the tax filing season is behind most Americans, leaving in its wake another batch of paper and electronic records for taxpayers to add to what may already be a large collection of old tax papers and files. So, how long should you keep these files, and what documents should be saved in the archives? Some taxpayers keep everything. Others prefer to only keep records for a minimum required period, like “three years,” “four years,” or “ten years.” Unfortunately, there is no “bright-line” answer on how long to keep tax records or how much to keep. Instead, the answer …