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Response to COVID-19

In response to the COVID-19 outbreak and pandemic, several weeks ago we started taking precautionary measures to provide a safe work environment and developed plans to maximize the ability of our attorneys, paralegals and support staff to work remotely. We will continue to provide our clients with quality legal representation and have resources and systems […]

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Cathleen Bahan Consulting

Michael L. Landsman Presented “Estate Planning Strategies for Real Estate Investors”

With Marcus & Millichap, Holm & O’Hara Co-Managing Partner Michael L. Landsman presented “Estate Planning Strategies for Real Estate Investors” on March 5, 2020.

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Cathleen Bahan Consulting

In-Secure:  New Law Has Profound Impact on Inherited Retirement Accounts

If you are like most people, a significant amount of your net worth is probably tied up in retirement accounts.  Traditional IRAs and 401(k) plans offer a great avenue for pre-tax assets to grow and then be taxed later, usually at a much lower rate when you are past your peak earning years.  Roth IRAs, […]

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Cathleen Bahan Consulting

Trusts 101: Essentials for Everyone

Should you consider implementing a trust as part of your financial and estate planning? Many people are uncertain about what a trust is or how it can help them manage their affairs. Those who do not necessarily view themselves as wealthy may be especially hesitant to consider incorporating a trust into their overall planning. A […]

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Cathleen Bahan Consulting

Michael Landsman Presented “Like-Kind Exchanges and Long-Term Planning Options”

With New York Law School’s Center for Real Estate Studies, Holm & O’Hara LLP Co-Managing Partner Michael Landsman presented “Like-Kind Exchanges and Long-Term Planning Options” on February 12, 2020.”

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Cathleen Bahan Consulting

Michael Landsman Presented “Estate Planning Strategies for Real Estate Investors”

With Marcus & Millichap, Holm & O’Hara LLP Co-Managing Partner Michael Landsman presented “Estate Planning Strategies for Real Estate Investors” on December 11, 2019.

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Cathleen Bahan Consulting

Is It Time to Sell Your Multifamily Investment Property?

Multifamily buildings have long been a favored vehicle for commercial property investors. They historically produce reliable income and consistently increase in value over time. This in turn means that they retain value in a variety of market conditions and may even rapidly increase in value in some circumstances. Financing is typically readily available on favorable […]

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Cathleen Bahan Consulting

Investing in TRIPLE NET (“NNN”) Leased Properties:  An Overview

Investors interested in commercial rental property will find occupied properties have widely varying lease terms, with differing obligations for both the landlord and the tenants.  Some tenants merely pay a fixed rental payment and are not responsible for any property taxes or maintenance costs.  Other tenants will pay some or all the property taxes in […]

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Cathleen Bahan Consulting

Valeria A. Kozhich Presented “Tax Deferred Exchanges”

With TitleVest, Holm & O’Hara LLP Partner Valeria A. Kozhich presented “Tax Deferred Exchanges” on December 5, 2019.

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Cathleen Bahan Consulting

Michael L. Landsman Presented “Like-Kind Exchanges & Long Term Planning Options”

With Marcus & Millichap and Legal 1031 Exchange Services, Holm & O’Hara LLP Co-Managing Partner Michael L. Landsman presented “Like-Kind Exchanges & Long Term Planning Options” on November 5, 2019.

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Cathleen Bahan Consulting

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