Carl D. Holborn has been named a Five Star Wealth Manager in Estate Planning in Milwaukee Magazine. This designation was determined by an independent research firm which sampled 40,000 high net worth individuals and 5,000 financial professionals in the Milwaukee Market. The research qualification process takes into account client evaluations based on nine categories, peer evaluations, regulatory compliance reviews, and a Blue Ribbon Panel review. Fewer than 7% of the professionals in this area are given this designation.
Carl is a shareholder with O’Neil Cannon and is the practice group leader for the Firm’s Tax and Succession Planning Practice Group.
In April 2024, the Department of Labor announced a final rule, entitled Defining and Delimiting the…
The recent Tax Court case Estate of Anne Milner Fields v. Commissioner underscores the risks…
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Each year, Super Lawyers surveys the State of Wisconsin’s 15,000 attorneys and judges, seeking the State’s top…
O’Neil Cannon has been recognized regionally in the 2025 edition of Best Law Firms®, ranked…
Construction lien waivers are an indispensable part of the traditional construction payment process, allowing parties…