There are several important federal tax law changes effective in 2026 that may impact your current estate plan. The “One Big Beautiful Bill Act” has significantly altered the landscape, and we recommend reviewing your estate plan to ensure it continues to meet your goals. Key 2026 Tax Law Changes • Federal Estate & Gift Tax Exemption: The lifetime federal estate and gift tax exclusion amount has been increased to $15 million per individual or a combined $30 million for a married couple in 2026. This increase, indexed for inflation, permanently replaces the scheduled 2025 sunset provision of the Tax Cuts and Jobs Act …
Coolidge Wall to Host Webinar – Getting Back to Work in Ohio
As Ohio begins to return to the workplace on May 4, there are a host of topics business owners are working through to prepare for a “new normal,” including: How to effectively and legally re-open and get back to business How to ensure safe work environments and best practices for rehiring Workers’ Compensation The latest on relief and stimulus programs, including the Paycheck Protection Program and loan forgiveness Join Coolidge Wall Labor & Employment, Workers’ Compensation and Corporate attorneys David Pierce, Marc Fleischauer, Michelle Bach, and Michael Osborn for a complimentary Zoom Webinar as they share information and updates on …
Coolidge Wall Elects Herin and Osborn as Shareholders of the Firm
Coolidge Wall Co., L.P.A. is pleased to announce that W. Chip Herin III and R. Michael Osborn have been elected as new shareholders of the firm. “Chip and Mike have developed deep experience within their practice areas and dedicated themselves to providing trusted counsel and excellent customer service,” said J. Stephen Herbert, President and CEO of Coolidge Wall. “They have worked hard, and we are proud to have them representing our firm as new shareholders.” Herin is an attorney in the firm’s Corporate and Real Estate Departments. He serves as a business advisor to his clients, assisting business and property …
Coolidge Estate Planning and Tax Department Continues to Add Attorneys and Expand Services to Clients
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 …