.png)
Happy Holidays!
From the Philipps & Graham family to yours, we wish you a joyous holiday season filled with warmth, laughter, and peace.
Holiday Hours
Our office will be closed from December 24 - January 1 to celebrate the holidays with our loved ones.
We will be monitoring our phone lines and responding to appointment requests via email during this period.
New Book Release
The latest edition of our book Planning for Bright Tomorrows: Estate and Future Planning for Ohioans with Disabilities and Their Loved Ones is now available to order. This book was co-authored by Logan Philipps and Derek Graham and provides a complete overview of the different estate planning options available to families and individuals who have a disability.
OACB Awards
Derek Graham recently received the Partner in Excellence Award from the Ohio Association of County Boards.
This award is given to someone who exemplifies a commitment to excellence and service to people with developmental disabilities in the course of their work on a policy issue, workgroup, or specific project that benefits the DD system as a whole.
CTA Enforcement Update
On December 3, 2024, a Texas federal district court issued a preliminary injunction which blocks enforcement of the Corporate Transparency Act (“CTA”) nationwide. Reporting companies who have not yet filed a BOI report may choose to delay their filings until further guidance comes from the Court. Learn more in the latest blog update by Melissa Feldman.
