Business Real Estate & Tax Planning

The Real Estate group, often in conjunction with the Taxation and Corporate & Transactional groups, counsels clients on the formation of entities for participation in transactions and on other business and tax-related issues. We possess significant experience in partnership, LLC, and corporate issues. Our group works with clients to obtain maximum tax benefits relating to transactions, including planning and closing deferred like-kind exchanges of real property, structuring tenant improvement allowances, and structuring acquisitions and dispositions of real properties.

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Practice Insights

Changes to Ohio Property Tax Valuations Due to the COVID-19 Pandemic

July 2021 Taxpayers whose property tax valuation was affected by the COVID-19 pandemic have a unique but limited opportunity to challenge their valuation. Senate Bill 57 was signed into law on April 27 by Governor DeWine and will take effect... Read More

Minors should be considered in estate plans

Estate plans should be all-encompassing. This can include cars, homes, stocks and even digital assets. But another thing estate owners should consider is their beneficiaries, especially if they are minors. According to Dan Goldfarb, a financial adviser at Resource Strategies... Read More

Planning After Passage of the Secure Act

For the first time in several decades, Congress has enacted substantial changes to retirement plans. The "Setting Every Community Up for Retirement Enhancement" or "SECURE" Act was signed by President Trump on December 20 and was effective January 1, 2020... Read More

Flexibility and Core Practices: Considerations in Estate Planning for Middle Aged Clients Below the Exemption Amount

This article is based on a presentation by the author at the 2019 meeting of the Ohio fellows of The American College of Trust and Estate Counsel. Read More Read More

Ohio Supreme Court Mandates Strict Procedures Upon Creditors of a Decedent’s Estate

On April 19, 2017, the Ohio Supreme Court, in Wilson v. Lawrence, imposed strict requirements on creditors attempting to be paid from a decedent’s estate.  Now, all claims must be in writing and presented directly to the executor or administrator within six months... Read More

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