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 …