Corporate & Partnership Tax
Tax & Wealth Management
At Walter Haverfield, we provide a practical, yet creative, approach to business formation strategies. We work closely with clients to understand their unique situations in order to suggest a business structure that best suits their needs and objectives. As most of our tax attorneys also have accounting experience, we are able to consult on a wide array of even the most complex tax and financial planning issues facing closely held and family businesses.
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 Corporate & Partnership Tax Difference
We support businesses during every phase of their life cycle including:
- From startup to full maturity
- Succession planning to ensure business longevity for generations to come
- Selling, purchasing, spin offs or splitting up, converting, and merging or acquisitions
Regardless of your needs, our attorneys are at your side with ideas designed to maximize your return while limiting your liability.
Corporate & Partnership Tax Team
Recognition
Our attorneys in our Cleveland and Columbus offices are consistently ranked and recognized by Best Lawyers®, Super Lawyers, Martindale-Hubbell, and more. At Walter Haverfield, we pride ourselves on becoming each client’s trusted advisor for all their tax and wealth needs.
Best Law Firms | 2025
Regional Rankings | Cleveland
- Tier 1
- Banking and Finance Law
- Commercial Litigation
- Construction Law
- Criminal Defense: White-Collar
- Economic Development Law
- Litigation – Labor and Employment
- Litigation – Real Estate
- Litigation – Trusts and Estates
- Real Estate Law
- Tier 2
- Bet-the-Company Litigation
- Corporate Law
- Litigation – Environmental
- Tax Law
- Trusts and Estates
- Tier 3
- Bankruptcy and Creditor Debtor Rights / Insolvency and Reorganization Law
- Employee Benefits (ERISA) Law
- Litigation – Construction
- Litigation – ERISA
National Rankings | USA
- Tier 3
- Banking and Finance Law
- Litigation – Real Estate
Experience
- Advising and assisting clients in all steps of setting up non-profit organizations and obtaining favorable determinations from the IRS
- Assisting with reinstatement of tax-exempt status
- Assisting in gift planning to maximize estate, gift, and generation skipping tax savings
- Advising and guiding clients through Offshore Voluntary Disclosure for previously unreported foreign bank accounts
- Advising tax-exempt entities on all aspects of obtaining and maintaining their exempt status and complying with state charitable contribution reporting requirements
