Barbara F. Applegarth
Barb’s practice encompasses estate planning and administration, business planning and general tax planning. Barb also has significant experience with income and estate tax controversies at the state and federal level, including work with Internal Revenue Service Examination and Appeals and Tax Court and District Court tax litigation. Barb’s clients include closely held businesses and their owners and high net worth individuals. In addition Barb has represented charities and other entities. Barb’s practice also includes working with the special tax provisions applicable to insurance companies and foreign taxpayers. In addition, Barb’s practice includes planning for utilization of captive insurance companies in business and estate planning.
Barb received an LLM in Taxation from New York University School of Law in 1981 and an LLM in Insurance Law from the University of Connecticut School of Law in 2009. She graduated from Case Western University School of Law in 1979. Previously she served as an Attorney Advisor to Judges Hamblin and Cantrell at the Tax Court.
Barb is admitted to practice law in the State of Ohio and in the State of New Mexico (inactive). She is also admitted to practice before the United States Tax Court. Barb is a member of the American Bar Association, the Ohio State Bar Association and the Cincinnati Bar Association. Barb’s charitable activities focus on organizations which provide services to autistic children and adults.