Holman, Joseph Y.
Overland Park, Kansas, USA
Joe Holman grew up working in a family-owned bank in Leon, Kansas, where he performed every task from washing windows to processing checks. Through that experience, Joe learned that when running a successful enterprise, there is no such thing as an insignificant detail. A seasoned certified public accountant and lawyer, Joe is well-versed in tax and accounting, and he blends the skills of both professions, as well as the lessons he learned in his family’s bank, to ably serve his clients. Joe represents financial institutions, business entities, and individuals.
Joe is a co-owner of Bank News, a monthly news magazine aimed at owners and managers of community banks. Given his lifelong involvement in banking, representing financial sector clients is a natural fit. Joe’s legal and accounting practice has always included a significant emphasis in the banking, securities, and finance industries. Joe is experienced in loan workouts and collection, bank holding company formations, acquisitions, sales, mergers, and tax matters. He is also proficient in estate planning, with an emphasis on transfers of bank ownership between family members and key employees. Joe also represents financial institutions in litigation matters. Joe combines a thorough knowledge of the highly complex regulatory scheme governing financial institutions with a unique insight into the daily realities of operating a bank.
With more than thirty years’ experience as a certified public accountant and more than twenty years in private legal practice, Joe frequently counsels businesses and their owners in a wide variety of transactions, including formations, acquisitions, sales, financings, recapitalizations, and reorganizations. Joe is also familiar with the distinct issues that businesses face when conducting e-commerce and internet transactions.
A significant aspect of Joe’s legal practice is counseling clients about the varied and complex tax regulations that affect almost any business decision. Joe skillfully assists his clients in selecting the right form of business entity and in structuring transactions, all with the goal of minimizing tax liability. Joe is also admitted to and has appeared before the United States Tax Court, and he has represented clients in taxation appeals.
Joe assists individuals and families with estate planning, including asset protection, asset transfer, and estate tax planning. He is experienced in the preparation of wills, revocable trusts, irrevocable trusts, and advance care directives. Joe’s strong background in accounting and tax law make him an invaluable advisor in dealing with estate planning and business succession issues.
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