John L. Campbell and Ann M. Seller recently returned from Sydney, Australia, where they collaborated with Australian firm Hall & Wilcox to present on tax issues that affect U.S. persons and Australians investing in the U.S. See the attached link for a Hall & Willcox summary of some of the potential issues:
Kohnen & Patton is pleased to announce Aaron M. Monk has been named to the 2018 Cincinnati USA Regional Chamber C-Change Class.
Aaron Monk presented LLC Act Update - Cincinnati Bar Association Real Property Law Institute (December 8, 2017)
Strafford Presentation Tax Planning Issues for U.S. Expatriation: Minimizing the IRC 877A Exit Tax, June 2017
Kim Kyle of Kohnen & Patton recently spoke at the ABA Insurance Coverage Litigation Committee CLE seminar in Tuscon Arizona. Ms. Kyle's presentation dealt with "Settlement Facilitation as an Alternative to Conventional Mediation: How it differs and why it may be more effective."
Michael Stegman provides a summary of the Ohio Legacy Trust for clients concerned about asset protection.
Trust & Trustees, 2015 21 (8):862-867,doi:10.1093/tantt/ttv090
Michael J. Stegman, a partner at Kohnen & Patton LLP, presented “What Clients Want: Asset Protection for Themselves and Their Heirs; Advising on Asset Protection Trusts” to the Notre Dame Tax and Estate Planning Institute in South Bend, Indiana, September of 2012.