Samantha Marie Overly

Samantha is a member of the Business Law and Tax/Succession Practice Groups where she focuses on tax planning. Samantha offers planning strategies on entity selection and formation; prepares and negotiates organizational documents such as operating and shareholders agreements; and structures mergers, acquisitions and reorganizations. Additionally, she assists clients with various federal and state tax matters, including equity rollovers, like-kind exchanges, and obtaining and maintaining tax-exempt status. Samantha also counsels individuals on estate and business succession planning matters.

In addition to her work in tax planning, Samantha advocates on behalf of clients involved in tax controversy disputes with the Internal Revenue Service, the Wisconsin Department of Revenue, and other state taxing authorities.

Prior to joining the firm, Samantha worked at a “Big Four” public accounting firm. To better serve her clients going forward, she is currently pursuing her certified public accounting license.

Education

· University of Wisconsin-Milwaukee (M.S.–Accounting)

· University Of Wisconsin Law School (J.D.)

· University Of Wisconsin–Madison (B.S.)

Awards/Distinctions

· Beta Gamma Sigma (International Business Honor Society)

· Judicial Intern for the Honorable Annette Ziegler, Wisconsin Supreme Court

· Articles Editor, Wisconsin Law Review

· Dean’s List, University of Wisconsin Law School

· Dean’s List, University of Wisconsin–Madison

Professional Associations

· Member, Wisconsin State Bar

· Member, Milwaukee Bar Association

· Member, American Bar Association

· Member, Milwaukee Young Lawyers Association

· Member, Association from Women Lawyers

· Member, Young Association for Corporate Growth  

Community Service

· Board Member, Milwaukee Children’s Choir

· Legal Action of Wisconsin, Low Income Taxpayer Clinic

· Wisconsin Wills for Heroes

Articles/Presentations

· Presenter, Debunking Myths: Estate Planning for the Middle Class, The Greater Milwaukee Association of Legal Professionals, Spring 2016