O’Neil Cannon is pleased to announce that Christina Ruud, Cate Heerey, Nancy Wilson, and Max Stephenson were elected as shareholders of the firm.

Each attorney has built a strong practice within their respective areas. Ruud advises clients on commercial real estate transactions and development matters. Heerey counsels businesses and owners on a range of corporate and transactional issues. Wilson focuses on tax and estate planning for individuals, families, and business owners. Stephenson represents clients in family law matters, advising individuals and families on a range of domestic relations issues.

Please join us in congratulating them on this well-deserved achievement.

We’re proud to announce that Attorney Pete Faust and O’Neil Cannon’s mergers and acquisitions team have been recognized by Chambers and Partners as among the top in Wisconsin for M&A and general corporate law.

O’Neil Cannon is one of only seven Wisconsin firms ranked by Chambers and Partners in this category. Faust, the firm’s president and managing shareholder, is one of just 23 Wisconsin attorneys to earn individual recognition for excellence in M&A.

In addition to Faust, O’Neil Cannon’s mergers and acquisitions team includes Dino Antonopoulos, JB Koenings, Britany Morrison, Chad Richter, Jason Scoby, James DeJong, Brady Dettmann, Cate Heerey, Michael Kennedy, Jason Meehan, Samuel Nelson, and Nancy Wilson.

Chambers and Partners, a London-based research firm, evaluates law firms and attorneys across 185 countries. Each year, more than 200 researchers conduct thousands of interviews with lawyers and clients to identify and rank the leading professionals in the legal field.

Britany Morrison and Nancy Wilson, as directors of the Wisconsin State Bar’s Taxation Law Section Board, advocated for the inclusion of the Internal Revenue Code Section 1202 stock provisions in Assembly Bill 406, now 2023 Wisconsin Act 36. The Taxation Law Section Board collaborated with its government liaison and lobbyist, who then successfully championed the proposed change. Act 36 rectifies Wisconsin’s tax statute, bringing it in line with the federal guidelines regarding the retroactive date for the 100% capital gain exclusion under IRC Section 1202.

The revised legislation aligns Wisconsin’s statutes with the federal rules concerning the exclusion of capital gains from the sale of shares of qualified small businesses, commonly known as 1202 Stock. It allows for a 50% exclusion rate upon sale for stock acquired after August 10, 1993, and before February 17, 2009; a 75% exclusion rate for stock acquired after February 17, 2009, and on or before September 27, 2010; and a full 100% exclusion for stock acquired after September 27, 2010. This marks a significant departure from Wisconsin’s previous limitation of a maximum 50% exclusion.

Thanks to the entire Section Board for helping to shape the future of taxation in Wisconsin.

Attorney Pete Faust and O’Neil Cannon’s mergers and acquisitions team have been named by Chambers and Partners as among Wisconsin’s best deal lawyers.

O’Neil Cannon is one of only seven Wisconsin law firms ranked by Chambers in the mergers and acquisition/general corporate category.

Faust, the firm’s president and managing shareholder, is one of 23 Wisconsin lawyers individually honored by Chambers in the same category.

In addition to Faust, O’Neil Cannon’s mergers and acquisitions team includes JB Koenings, Britany Morrison, Chad Richter, Jason Scoby, James DeJong, Dennis Hollman, Nicholas Chmurski, Michael Kennedy, Samuel Nelson, and Nancy Wilson.

Chambers is a London-based research firm that ranks the top lawyers and law firms in 185 countries. More than 200 Chambers researchers interview thousands of lawyers and clients as part of an in-depth analysis of the leading lawyers and law firms.

Attorney Nancy L. Wilson, a graduate of the University of Wisconsin Law School, has joined O’Neil, Cannon, Hollman, DeJong and Laing. She will join the firm’s Estate and Succession Planning Practice Group, where she will assist clients in all matters relating to estate planning, succession planning, and trust administration. In addition to her legal experience, Nancy has also served as Chief Operating Officer for a large consumer electronics distributor and Vice President of Operations for a manufacturing company. She has also owned and operated an accounting and consulting business, credit reporting agency, and various retail stores. Nancy’s experience and familiarity with running a business provides her with in-depth knowledge of her business client’s needs. We are very pleased to have Nancy join OCHDL.

OCHDL, founded in Milwaukee in 1973, is a full-service law firm that focuses on meeting the many needs of businesses and their owners. Our experienced attorneys work with businesses and their owners at all stages of the business life cycle, helping them start, grow, and transition their businesses. We also assist business owners with their personal legal needs, including tax and estate planning, and family law. For more information about the types of services we provide, please visit our website or contact your OCHDL attorney.