
Walter | Haverfield Tax Partner Updates Tax Book for Family Businesses
Closely Held Businesses Services, Tax & Wealth Management Services
First published in 1999, an updated and re-published version of “Tax and Financial Planning for the Closely Held Family Business” is now available for preorder. Gary Zwick, a partner and CPA with Walter | Haverfield’s Tax and Wealth…

Tail-end funds can damage a portfolio
Business Services, Closely Held Businesses ServicesIn an article in Crain's Cleveland Business, published on April 22, 2017 and titled, "Tail-end funds can damage a portfolio," T. Ted Motheral provided advice to investors on how to handle tail-end funds, in order to reduce the negative impacts…

Company Succession Planning 101: Address basic questions before selling closely held business
Closely Held Businesses ServicesAs seen in Crain’s Cleveland Business on January 14, 2017.
Closely held business owners know they someday need a succession plan, but most are focused on day-to-day operations and delay addressing the transition process. Company and family…