Tax and Wealth Management

Overview

The Internal Revenue Code has changed immeasurably since Walter | Haverfield’s founding in 1932. Navigating the landscape of federal taxation becomes increasingly difficult each year. In addition, state and local governments, faced with demands for increased services while receiving less revenue from the federal government, are taking a larger share of taxes than ever before. There are few business transactions today that are not greatly affected by the tax considerations inherent in their structure. The tax attorneys at Walter | Haverfield can provide advice on and solutions to modern tax issues.

The main focus of our tax practice is business-and industry-specific strategic income tax planning for closely held and family businesses and a select handful of public companies. We also provide strategic income tax and wealth-transfer planning for business owners and other high-net-worth individuals. We integrate 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.

The lawyers in our tax group have decades of experience on both the legal and accounting side of these complex transactions. Members of the group are widely published and in demand locally and nationally as tax seminar speakers.

Professionals

Experience

Our team’s experience includes:

  • Representation at the audit and appeal levels of the Internal Revenue Service
  • Representation in U.S. Tax Court and District Court on high level tax matters
  • Complex tax troubleshooting and planning opportunity development
  • Transaction structuring
  • Transaction and entity planning and structuring specific to real estate transactions and companies
  • Tax Opinions
  • Private Letter Rulings
  • Creative compensation planning
  • Corporate, partnership, and LLC transactions
  • Buy/sell and management agreements
  • Mergers and acquisitions
  • Reorganizations
  • Related party transactions
  • Succession and transition planning
  • Family business consulting

Recognition

U.S. NEWS – BEST LAWYERS® 2018 “BEST LAW FIRMS” RANKINGS
  • Metropolitan Tier 2 (Cleveland): Tax Law
  • Metropolitan Tier 3 (Cleveland): Employee Benefits (ERISA) Law
2017 RANKINGS
  • Metropolitan Tier 2 (Cleveland): Tax Law
  • Metropolitan Tier 3 (Cleveland): Employee Benefits (ERISA) Law
2016 RANKINGS
  • Metropolitan Tier 1 (Cleveland): Tax Law
  • Metropolitan Tier 3 (Cleveland): Employee Benefits (ERISA) Law
2015 RANKINGS
  • Metropolitan Tier 1 (Cleveland): Tax Law
  • Metropolitan Tier 3 (Cleveland): Employee Benefits (ERISA) Law
2014 RANKINGS
  • Metropolitan Tier 1: Tax Law
  • Metropolitan Tier 3: Employee Benefits (ERISA) Law
2013 RANKINGS
  • Metropolitan Tier 2: Tax Law
  • Metropolitan Tier 3: Employee Benefits (ERISA) Law
2012 RANKINGS
  • Metropolitan Tier 2: Tax Law; Employee Benefits (ERISA) Law