- Business Services
- Business Succession Planning
- Employee Stock Ownership Plans (ESOPs)
- Mergers and Acquisitions
- Tax and Wealth Management
- Case Western Reserve University, BA
- Political science (with honors) and History, 2017
- Cum laude
- Clarence H. Cramer Award for excellence in research and writing of history
- The Ohio State University Moritz College of Law, JD, 2020
- Cum laude
- CALI Award for highest grade in Federal Administrative Law, Fall 2019
Licensed to Practice
- Ohio (Pending)
Mike Sorice is a Business Services Law Clerk with Walter | Haverfield. Mike is currently working in the areas of business succession planning, mergers and acquisitions, and tax planning for closely-held businesses. Mike assists with business formation and governance issues, drafting shareholder and director resolutions, as well as assisting in providing guidance to clients regarding ESOPs and non-qualified retirement plans. Mike prides himself on attention to detail and collaboration with the work that he does with Walter | Haverfield’s legal professionals and clients.
Mike received his law degree from The Ohio State University Moritz College of Law in 2020. Mike is scheduled to take the bar in the fall of 2020. Pending his positive bar examination results, Mike will be an associate at Walter | Haverfield in the Business Services group.
- Assisted with business formation and governance issues.
- Drafted shareholder and director resolutions.
- Assisted in providing guidance to clients regarding ESOPs, non-qualified retirement plans governed under Code Section 409A.
- Researched legal issues related to ERISA, tax law, corporate governance, and commercial law.
- Paycheck Protection Program: IRS Confirms Expenses Are Not Deductible
- Status Update: Ohio’s Proposed Tax Amnesty Program Offers Settlement Opportunities for Individuals and Businesses with Tax Liabilities
- New Ohio Small Business Relief Grant Program Created to Help Small Businesses Harmed by the Effects of COVID-19
- Ohio’s Proposed Tax Amnesty Program Offers Settlement Opportunities for Individuals and Businesses with Tax Liabilities
- How the DOL Changed ESOP Transactions Without Regulations – Lawyers Quarterly, Columbus Bar Association (Fall 2019)
- How the U.S. Department of Labor Changed ESOP Transactions Without Regulations – Cleveland Metropolitan Bar Journal, Cleveland Metropolitan Bar Association (Sept. 2019)
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