Tax & Wealth Planning

Overview

Some of Walter | Haverfield's Federal, State & Local Tax group attorneys are also certified public accountants, and all of the tax specialists hold Master of Laws in taxation degrees. They 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 plan for their survivors' financial security.

View All Industries