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Tax & Wealth Management

Your collaborative legal resource for comprehensive, personalized tax and wealth counsel.

Change is the operative term when navigating the federal taxation landscape — and Walter Haverfield’s 90-plus years of firm-wide proactive commitment to tax and wealth management matters ensures practical solutions to complex issues.

Most business transactions are affected by the tax considerations inherent in their structure. Our Tax and Wealth Management Group proudly provides advice and answers to modern tax issues. By being highly qualified and highly responsive to change, we guide clients on increasing financial demands from the state, local and federal.

Practice Group Leader

Gary A. Zwick, Partner

Gary is a partner who has a general tax practice, with emphasis on tax planning for closely held and family businesses and their owners, and high-net-worth individuals. His focus encompasses not only income tax planning, but also estate planning, retirement plans and planning, business and individual taxation, Subchapters C & S, mergers and acquisitions, employee benefits and Internal Revenue Service (IRS), and tax court practice and controversy work.

216.928.2902
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Our Tax & Wealth Management Process

We are as committed to planning and protecting your financial interests as you are. Our main focus of our tax practice is business- and industry-specific strategic income tax planning for closely held and family businesses as well as a select handful of public companies. Our tax and wealth management attorneys have decades of experience on both the legal and accounting side of these complex transactions. In addition, members of our group are widely published and in demand locally and nationally as tax seminar speakers.

Services we provide include:

  •  Strategic income tax and wealth-transfer planning for business owners and other high-net-worth individuals
  • Integration of the commercial and economic aspects of transactions with ancillary implications in the areas of estate planning, employee benefits, qualified plans, and state and local taxes

Recognition

U.S. NEWS – BEST LAWYERS® 2022 “BEST LAW FIRMS” RANKINGS
  • National Tier 2: Land Use & Zoning Law
  • Metropolitan Tier 1: Environmental Law
  • Metropolitan Tier 1: Land Use & Zoning Law
  • Metropolitan Tier 1: Land Use & Zoning Litigation
  • Metropolitan Tier 1: Real Estate Law
  • Metropolitan Tier 1: Real Estate Litigation
  • Metropolitan Tier 2: Banking and Finance Law
  • Metropolitan Tier 2: Construction Law
  • Metropolitan Tier 2: Environmental Litigation
  • Metropolitan Tier 3: Construction Litigation
U.S. NEWS – BEST LAWYERS® 2021 “BEST LAW FIRMS” RANKINGS
  • National Tier 2: Land Use & Zoning Law
  • Metropolitan Tier 1: Environmental Law
  • Metropolitan Tier 1: Land Use & Zoning Law
  • Metropolitan Tier 1: Land Use & Zoning Litigation
  • Metropolitan Tier 1: Real Estate Law
  • Metropolitan Tier 1: Real Estate Litigation
  • Metropolitan Tier 2: Construction Law
  • Metropolitan Tier 2: Environmental Litigation
  • Metropolitan Tier 3: Construction Litigation
  • Metropolitan Tier 3: Banking and Finance Law
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Experience

  • Representing taxpayers at the audit and appeal levels of the Internal Revenue Service (IRS)
  • Representing taxpayers before the U.S. Tax Court and District Court on high-level tax matters
  • Troubleshooting complex tax issues including all aspects of tax planning for middle market closely held and family businesses including tax planning for the entity, tax and estate planning and retirement planning for the owner operators and succession planning for the business
  • Structuring transactions to minimize taxes including acquisitions, sales of businesses, tangible and intangible property transactions, tax credits and opportunity zones and related matters
  • Advising on formation and operation of business entities, selection and change of form of business entity, accounting periods and methods and planning with and for related and affiliated entities
  • Consulting to entities in specific industries including real estate developers, real estate professionals, financial advisors, health care providers, manufacturers, cannabis, distributors, construction companies and contractors
  • Rendering Federal and State tax opinions on a variety of tax matters
  • Applying for and obtaining private letter rulings (PLRs)from the IRS on a variety of tax matters including late or potentially invalidated S elections, certain wealth transfer techniques, and charitable donation deductions for donations to certain state agencies
  • Designing compensation plans for key employees, service partners and family members
  • Designing and implementing buy/sell and management agreements between and among shareholders and related and affiliated entities
  • Working with middle market clients on a variety of matters including mergers and acquisitions, reorganizations, related party transactions, succession and transition planning and family business consulting
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