Practice Areas
Tax Planning & Wealth Management Section

Walter & Haverfield’s tax attorneys analyze and deliver solutions for the federal, state and local tax requirements of closely held and family-owned businesses, as well as provide tax and wealth-transfer planning for business owners and other individuals of means. Recognized as experts in integrating the commercial and economic aspects of transactions, we routinely generate scores of tax-saving ideas through business- and industry-specific strategies for our clients.

Among the services we provide are:

  • Transaction structuring
  • Creative compensation planning
  • Tax opinions
  • Representation at IRS audits and appeals
  • Representation on high-level tax matters before US Tax Court and District Court
  • Complex tax troubleshooting and planning opportunity development
  • Private letter rulings
  • Corporate, partnership and LLC transactions
  • Buy/sell and management agreements
  • Organizations and reorganizations
  • Related-party transactions
  • Succession and transition planning
  • Family business consulting

The Tax Planning and Wealth Management Section consists of the following groups:

Attorneys Practicing In This Area

Click to view this attorney's profile  Herbert L.  Braverman
Click to view this attorney's profile  Robert S.  Horbaly
Click to view this attorney's profile  James M.  Mackey
  Lacie L. O'Daire
Click to view this attorney's profile  Charles R.  Schaefer
Click to view this attorney's profile  William B. Seeley
Click to view this attorney's profile  Arthur P.  Steinmetz
Click to view this attorney's profile  Anthony J.  Viola
Click to view this attorney's profile  Gary A.  Zwick
Back to top  ·  Practice Area Main  ·  Presentations  ·  Publications