In a recent article previewed in the InsideTrack, a bi-weekly newsletter by the State Bar of Wisconsin, Seth E. Dizard was featured as a 2017 Wisconsin Legal Innovator. The article will be featured as the cover story of the November Edition of the Wisconsin Lawyer.  Read the full article here to learn more about this prestigious recognition. Attorney Dizard is the head […]

The Internal Revenue Service has released the cost-of-living adjustments to the dollar limits under various employer-sponsored benefit plans for 2018. Several key limits (indicated in bold, below) have been increased for 2018. Employer-sponsors of benefit plans should update payroll and plan administration systems for the 2018 limits and ensure that any new limits are incorporated […]

For the second consecutive year, OCHDL proudly sponsored the Catholic Relief Services (CRS) reception at the Wisconsin Club. This was a very special year, as the humanitarian group celebrated its 10th year here in Milwaukee. As always, a very well received event and powerful message was presented. The Milwaukee chapter of CRS, which includes OCHDL Shareholder Carl […]

If your organization is a public school or university, a tax-exempt charter school or hospital, a church, church-affiliated entity, or other tax-exempt organization, it is eligible to sponsor a 403(b) retirement plan. For any eligible sponsor of a 403(b) plan, it is critical, to ensure the ongoing tax-compliance of the plan, to conform your document […]

Attorney Nicholas G. Chmurski, a graduate of Marquette University, has recently joined the Milwaukee law firm O’Neil, Cannon, Hollman, DeJong & Laing S.C. Nick is a member of the Business Law and Real Estate & Construction Groups.  His business background and clerkship experience make Nick a valuable resource, as he is able to contribute across […]

Many owners and businesses desire to reward employees with ownership interests for services rendered. This can be a valuable incentive that recognizes past accomplishments and improves employee engagement and retention by allowing them to share in the success of the business without requiring a capital investment. While bonuses, raises, or phantom equity can often accomplish […]

O’Neil, Cannon, Hollman, DeJong & Laing S.C. is pleased to announce that 18 lawyers have been named to the 2018 Edition of Best Lawyers, the oldest and most respected peer-review publication in the legal profession. Best Lawyers has published their list for over three decades, earning the respect of the profession, the media, and the […]

A recent Court of Appeals decision provides a tangible example of the costs of ignoring employee benefit compliance requirements.  In Tatum v. SFN Group, Inc. (No. 16-11966, 6/23/17), the 11th Circuit affirmed that the purchase price paid for a CFO-outsourcing firm was properly reduced in light of compliance errors in the operation of the company’s […]

Newsletter Article Highlights: Don’t Sell Yourself Short: Early Tax Planning to Maximize the Sale of Your Business Are You Ready to Comply with the Final Fiduciary Rule? Creating a Successful Succession Plan Pleased to Announce: OCHDL included in the prestigious Chambers USA Directory Attorney Jean Ansay recognized by the American Institute of Family Law Attorneys […]

At 11:59 p.m. on Friday, June 9, 2017 (the Effective Date), the ERISA definition of a fiduciary will expand to include, for the first time, many financial firms and advisors that provide investment advice to certain employer-sponsored retirement plans and individual retirement accounts (IRAs).  This is because part of the final Department of Labor (DOL) […]

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