With an increasing number of people taking advantage of maintaining dual-residency for income tax purposes (and to escape the cold weather), our clients have been asking how to declare their domicile to be in the State of Ohio for purposes of their estate plan, while also ensuring their estate...
Read moreThere is no better time than the beginning of a new year to pull out your “shelved” estate plan and review it. Maybe quite a few years have now passed since you signed all of those documents and the plan you memorialized in your Wills and Trusts may no...
Read moreEffective January 1, 2018 and as a part of the tax legislation signed by President Trump, the federal estate, gift, and generation-skipping transfer (“GST”) tax exemption amounts increased from $5,490,000 (2017) to $11,200,000 for individuals and from $10,980,000 (2017) to $22,400,000 for married couples. These exemption amounts are scheduled...
Read moreIt is an unfortunate consequence of doing business that at some point in time a customer, patient, or client will have an outstanding balance with you or your company, and will include that outstanding balance in a Bankruptcy filing. If your customer, patient, or client includes an outstanding balance...
Read moreViolations of the Heath Insurance and Portability and Affordability Act (“HIPAA”) may occur unknowingly for a practice owner. While most health care practices are now very accustomed to protecting the patient records and providing the required privacy notices to their patients, there are other actions that may be taken...
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