Walter & Haverfield LLP

Walter & Haverfield's Federal, State & Local Tax Group attorneys, some of whom are also certified public accountants and all of the tax specialists hold Master of Laws in taxation degrees, specialize in working with entrepreneurial clients, developing creative tax plans and providing tax-sheltering assistance for family-owned businesses. They have decades of experience on the legal as well as the accounting side of complex tax and financial planning issues and are in demand locally and nationally as tax seminar speakers and authors for National tax publications.

Entrepreneurial clients appreciate the practical, creative and holistic approach to solving complex tax, wealth accumulation and business planning problems taken by our lawyers. As noted consultants on the diverse tax aspects of financial transactions, our tax attorneys have generated scores of tax-saving ideas, including innovative qualified and non-qualified compensation planning ideas. Attorneys in our Probate and Trust Administration Group have extensive experience dealing with the estate and trust administration process, and those in our Estate Planning Group help closely held business and high net-worth clients to plan for their survivors' financial security.

 

 

 

 

 Tax and Financial Planning for Closely Held and Family Businesses, Their Owner Operators and High Net-Worth Individuals

 

For more information on Tax and Financial Planning for Closely Held Businesses and High Net Worth Individuals, please contact:

 

Gary A. Zwick

216-928-2902

gzwick@walterhav.com

 

James M. Mackey

216-928-2921

jmackey@walterhav.com

 

Lacie L. O'Daire

216-928-2901

lodaire@walterhav.com

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