CareersFederal, State, & Local Tax Services
Tax & Wealth Management
Practice Group Leader
Gary A. Zwick, Chair
Gary is a senior 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
Our Federal, State & Local Tax Difference
At Walter Haverfield, we are as passionate and dedicated to the success of your business as you are. We stay abreast of the constant changes within the Internal Revenue Code to ensure our clients legally minimize their tax liability. For those clients who face penalties and legal action, we provide tax court practice, expert witness, and litigation support.
By fully understanding our clients’ individual and business objectives, our team of tax experts provides valuable tax-saving tips and identifies customized solutions for limiting tax consequences.
We possess the knowledge and expertise to analyze all aspects of individual and entity tax transactions in a broad variety of matters, including:
- Property transfers
- Capital gains and losses
- Installment sales
- Grantor trust transactions
- 1031 exchanges
- Qualified and non-qualified deferred compensation
- Employee Benefits
- The Affordable Care Act (ACA)
Federal, State, & Local Tax Services Team
Experience
- Creatively structuring and negotiating purchases and sales of businesses to reduce or eliminate taxes
- Designing compensation, benefits and qualified plan systems for closely held and family businesses to maximize benefits and minimize costs
- Structuring optimal entity selection, accounting periods, and methods and situs of closely held entities to reduce tax exposure for entrepreneurial businesses
- Extensive experience with audits, appeals, and court cases on the federal, state, and local level; regularly obtain private letter rulings and interface with all levels of administrative entities
- Managing family business and other shareholder disputes
- Working closely with individuals and their families to design and implement multi-generational estate and wealth-planning strategies
- Estate and trust administration
- 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
