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Straightforward business, tax, and estate planning with experienced attorneys that understand the intersection between law and financial planning.

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We make the complex simple.

What do you do for a living? Do you have a family? Do you have any passive sources of income? What kinds of retirement and nonretirement investment accounts do you have? Have you done any estate planning? What are your 1, 3, and 5 year goals?

1. Get to know You

During a consultation, we will create a diagram showing you your entire tax and legal world in a way that illustrates 1. how you're taxed, 2. how your assets are protected from creditors, and 3. how things will flow to your loved ones at death.

2. Gather the numbers

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With your goals in mind, we will create a list of action items in order of importance. We are happy to liaise with other members of your professional team such as your CPA, bookkeeper and payroll specialist to ensure tasks are communicated clearly and accurately.

Our Process

We want to know your income sources and figures so that we can recommend tax strategies appropriate for your specific situation.

3. show you your tax & legal World

We will work with you on your timeline and budget to ensure that the most important items are handled first and systematically check back with you until all items on your to-do list are achieved.

4. make recommendations specific to your situation

5. implement

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I focus my practice on Business Law, Tax Law, and Estate planning. Over the past 14 years, I've advised businesses from start-up to sale across a multitude of industries, but with a particular depth of experience advising professionals in the medical field. I have assisted thousands of clients in forming, building and protecting their businesses and legacies through coordinating their tax, legal, wealth, estate, and asset protection plans and I look forward to assisting you in the same.

I am a NE Ohio native and avid lover of the outdoors. When I'm not practicing law, you can find me hiking, running, and playing with my pup, Lloyd Christmas.

attorney bios

Owner

Bar Admissions: Ohio and Washington
Education:
• Juris Doctor, University of Akron School of Law
• B.S.B.A. Finance, University of Akron
• Series 7 (inactive), Series 66 (inactive), and Life & Health (inactive)

Katie Nentwick

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