Miranda Morgan concentrates her practice in tax law, with a focus in gift, estate and trust taxation. She advises individuals on estate planning, succession planning, charitable planning and wealth transfer planning. Miranda represents fiduciaries in estate administration matters and counsels trustees on trust administration and fiduciary responsibilities. She also represents clients in controversies with the Internal Revenue Service (IRS), including examinations and other proceedings at all administrative levels of the IRS.

Miranda received her Bachelor of Arts from The Ohio State University, summa cum laude. She received her juris doctorate from The Ohio State University College of Law, graduating with honors, and was the chief managing editor of The Ohio State Journal of Criminal Law. While practicing law, Miranda earned her Master of Laws in Taxation (LL.M.) from Capital University Law School, summa cum laude.
Ice TV
Firm Publications
Published In
  • “Who Do You Trust? Estate planning benefits from a professional approach,” Columbus CEO, January 2016.
  • “New IRS program allows workers to be reclassified with minimal tax liability,” Tax Alert, October 4, 2011.
Speaking Engagements
  • "Duties of Individual Trustees," Tax Breakfast Exchange. July/August 2017.
  • "Planning for Clients and Their Beneficiaries with Diminished Capacity," Worthington Estate Planning Council, June 21, 2017.
  • "A Trustee's Precarious Duty Navigating Through Family Dissension," 2017 Fifth Third Bank Trust Conference, April 25, 2017
  • "Proposed 2017 Tax Reform and its Possible Impact on Your Clients," Tax Breakfast Exchange. January/February 2017.
  • "If It’s Broke…You Can Fix It! Consents, Releases and Private Settlement Agreements," April 22, 2016.
  • "Planning for Clients and Their Beneficiaries with Diminished Capacity," Tax Breakfast Exchange, March/April 2016.
  • "Planning to Minimize Income Taxes for Yourself and Your Beneficiaries," Delaware County Bank, February 16, 2016.
  • "Common Mistakes in Charitable Planning," Tax Breakfast Exchange, November/December 2015.
  • "Recent Developments That May Impact Clients' Estate Planning and Income Taxes," Tri-County Estate Planning Council, October 20, 2015.
  • "Columbus Estate Plan Council and Financial Planning Association of Central Ohio Panel Presentation," October 13, 2015.
  • "If It's Broke You Can Fix It! Consents, Receipts and Releases," Fifth Third Private Bank Conference, September 2015.
  • "Recent Developments That May Impact Your Clients' Estate Planning and Income Taxes," Tax Breakfast Exchange, August/September 2015.
  • "Do's and Don'ts of Planning with Self-Directed IRAs," Tax Breakfast Exchange, May/June 2015.
  • "Common Estate Planning Mistakes You Can Help Your Clients Avoid," Tax Breakfast Exchange, February/March 2015.
  • "Advising Clients Post DOMA Decisions," Tri-County Estate Planning Council, September 16, 2014.
  • "Advising Clients Post DOMA Decisions," Financial Planning Association of Central Ohio 2014 Symposium, September 9, 2014.
  • Business Succession Planning webinar, AMBA, July 23, 2014.
  • "Advising Clients Post DOMA Decision," Columbus Bar Association, 2014 Probate Law Institute, May 2014.
  • "Estate Planning for the 99%," Tax Breakfast Exchange, May/June 2014.
  • "What Every Woman Should Know About Estate Planning," Delaware County Bank, February 19, 2014.
  • "Understanding Tax Implications of Retirement Plan Beneficiary Designations and Coordination with Estate Plans," Tax Breakfast Exchange, Feb/March 2014.
  • "Planning for Clients Post DOMA," Tax Breakfast Exchange, August/September 2013.
  • "Planning for Clients Post DOMA," Society of Financial Service Professionals, October 10, 2013.
  • "Planning for Clients Post DOMA," The Columbus Foundation Professional Council Meeting, October 31, 2013.
  • "The Ohio Legacy Trust and Other Tax Protection Strategies Available to Your Client," Tax Breakfast Exchange, April/May 2013.
  • "Over the Cliff and Back: The Impact of the American Taxpayer Relief Act on Your Clients," Tax Breakfast Exchange, Jan. 2013.
  • "2012 Updates: New and Expiring(?) Opportunities," Tax Breakfast Exchange, July/Aug. 2012.
  • "What Every Woman Should Know About Estate Planning,” Ice Miller Women's Event, Jan. 18 and 24, 2012.
  • “Independent Contractor v. Employee: Do you have employees who are not on your payroll?” Tax Breakfast Exchange, December 8, 2011.
  • "Talking to Your Clients About Charitable Planning: The Basics You Need to Know," Tax Breakfast Exchange, September 14, 2011 and October 12, 2011.
  • “Proactive Planning to Simplify Estate Administration for Your Clients,” Tax Breakfast Exchange, June 15, 2011 and July 13, 2011.
  • “2010 Tax Relief Act and New Planning Opportunities,” Tax Breakfast Exchange, January 19, 2011 and February 9, 2011.
  • “Is your workplace ready for 2011?” Co-presenter, Labor & Employment Breakfast Exchange, December 8, 2010.
  • “2010 Legislative Tax Updates,” Reforming the Health Care Profession - Transforming the Old Into the New, Ohio Society of CPAs, Columbus, Ohio, November 18, 2010.
  • “What Employment Lawyers Need to Know About Health Care Reform,” Masters Series: Employment Law, Columbus Bar Association, September 30, 2010.
  • “For your high income and high net worth clients - Consider the impact of health care reform and other White House tax proposals, and develop a tax plan for 2010 and beyond,” Tax Breakfast Exchange, September 8, 2010.
  • “Family Limited Partnerships - Recent Developments, Opportunities and Strategies,” Tax Breakfast Exchange, May 12, 2010 and June 16, 2010.
  • “Roth IRA Conversions,” Money Concepts Annual Economic Review, Columbus, Ohio, February, 22, 2010.
  • “Roth IRA Conversions and Trusteed IRAs,” Tax Breakfast Exchange, November 11, 2009 and December 2, 2009.
  • “Tax Issues to Consider During an Economic Downturn,” Tax Breakfast Exchange, May 13, 2009 and June 10, 2009.
  • “Beneficiary Designations and Distribution Planning for IRAs and Qualified Plans,” Tax Breakfast Exchange, May 14, 2008 and June 11, 2008.
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