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 doctor 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.
 
Speaking Engagements
  • "Family Office Fiduciaries - Fiduciary Duties and Best Practices to Avoid Conflict", Deloitte Family Office Forum, November 28, 2018
  • "Estate Planning Process and Recommendations" (Panelist), ACG Women in Transactions Case Study, May 22, 2018
  • "Planning for Clients with Diminishing Capacity":
    • Charitable Gift Planners of Central Ohio, May 2, 2018
    • Worthington Estate Planning Council, June 21, 2017
    • Ice Miller Tax Breakfast Exchange, March/April 2016
  • "Tax Cuts and Jobs Act of 2017":
    • Columbus Bar Association, April 3, 2018
    • Columbus CEO Tax Talk for Businesses (Panelist), March 1, 2018
    • The Catholic Foundation, February 28, 2018
    • Ice Miller Tax Breakfast Exchange, January/February 2018
  • "Duties of Individual Trustees":
    • Central Ohio Financial Planning Association Symposium, October 25, 2018
    • Tri-County Estate Planning Council, March 20, 2018
    • Ice Miller Tax Breakfast Exchange, July/August 2017
  • "Estate Planning to Protect Your Family and Your Wealth," The Barcza Group Showcase, November 15, 2017.
  • "Women in Lodging Breakfast Panel," Ohio Hotel & Lodging Association Annual Conference, November 13, 2017.
  • "Update on 2017 Tax Reform Tax Cuts and Jobs Act H.R. 1," Ice Miller Tax Breakfast Exchange, November/December 2017.
  • "If It’s Broke…You Can Fix It! Consents, Releases and Private Settlement Agreements":
    • First-Knox National Bank, November 14, 2018
    • Central Ohio Estate Planning Council, May 15, 2018
    • Park National Bank, October 10, 2017
    • Huntington National Bank, April 22, 2016
    • Fifth Third Private Bank Conference, September 2015
  • "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," Ice Miller Tax Breakfast Exchange, January/February 2017.
  • "Planning to Minimize Income Taxes for Yourself and Your Beneficiaries," Delaware County Bank, February 16, 2016.
  • "Common Mistakes in Charitable Planning," Ice Miller 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
    • Ice Miller 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," Ice Miller Tax Breakfast Exchange, February/March 2015.
  • "Advising Clients Post DOMA Decisions":
    • Tri-County Estate Planning Council, September 16, 2014
    • Financial Planning Association of Central Ohio 2014 Symposium, September 9, 2014
    • Columbus Bar Association, 2014 Probate Law Institute, May 2014
    • Ice Miller Tax Breakfast Exchange, August/September 2013
    • Society of Financial Service Professionals, October 10, 2013
    • The Columbus Foundation Professional Council Meeting, October 31, 2013
  • Business Succession Planning Webinar, AMBA, July 23, 2014.
  • "What Every Woman Should Know About Estate Planning":
    • Delaware County Bank, February 19, 2014
    • Ice Miller Women's Event, Jan. 18 and 24, 2012
  • "Estate Planning for the 99%," Ice Miller Tax Breakfast Exchange, May/June 2014.
  • "Understanding Tax Implications of Retirement Plan Beneficiary Designations and Coordination with Estate Plans," Ice Miller Tax Breakfast Exchange, Feb/March 2014.
  • "The Ohio Legacy Trust and Other Tax Protection Strategies Available to Your Client," Ice Miller Tax Breakfast Exchange, April/May 2013.
  • "Over the Cliff and Back: The Impact of the American Taxpayer Relief Act on Your Clients," Ice Miller Tax Breakfast Exchange, Jan. 2013.
  • "2012 Updates: New and Expiring(?) Opportunities," Ice Miller Tax Breakfast Exchange, July/Aug. 2012.
  • “Independent Contractor v. Employee: Do you have employees who are not on your payroll?” Ice Miller Tax Breakfast Exchange, December 8, 2011.
  • "Talking to Your Clients About Charitable Planning: The Basics You Need to Know," Ice Miller Tax Breakfast Exchange, September 14, 2011 and October 12, 2011.
  • “Proactive Planning to Simplify Estate Administration for Your Clients,” Ice Miller Tax Breakfast Exchange, June 15, 2011 and July 13, 2011.
  • “2010 Tax Relief Act and New Planning Opportunities,” Ice Miller 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,” Ice Miller Tax Breakfast Exchange, September 8, 2010.
  • “Family Limited Partnerships - Recent Developments, Opportunities and Strategies,” Ice Miller 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,” Ice Miller Tax Breakfast Exchange, November 11, 2009 and December 2, 2009.
  • “Tax Issues to Consider During an Economic Downturn,” Ice Miller Tax Breakfast Exchange, May 13, 2009 and June 10, 2009.
  • “Beneficiary Designations and Distribution Planning for IRAs and Qualified Plans,” Ice Miller Tax Breakfast Exchange, May 14, 2008 and June 11, 2008.
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