Posted in: Closely Held Businesses Services

Tax and Financial PLanning for the Closely Held Family Business

Walter | Haverfield Tax Partner Updates Tax Book for Family Businesses

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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…
Tax and Financial PLanning for the Closely Held Family Business

Tail-end funds can damage a portfolio

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In 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…
Tax and Financial PLanning for the Closely Held Family Business

Company Succession Planning 101: Address basic questions before selling closely held business

As 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…