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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.


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.

U.S. NEWS – BEST LAWYERS® 2023 “BEST LAW FIRMS” RANKINGS

  • Metropolitan Tier 1: Banking and Finance Law
  • Metropolitan Tier 1: Commercial Litigation
  • Metropolitan Tier 1: Litigation – Labor and Employment
  • Metropolitan Tier 1: Litigation – Real Estate
  • Metropolitan Tier 1: Litigation – Trust & Estates
  • Metropolitan Tier 1: Real Estate Law
  • Metropolitan Tier 1: Tax Law
  • Metropolitan Tier 2: Construction Law
  • Metropolitan Tier 2: Criminal Defense: White-Collar
  • Metropolitan Tier 2: Litigation – Environmental
  • Metropolitan Tier 2: Mergers and Acquisitions Law
  • Metropolitan Tier 3: Bet-the-Company Litigation
  • Metropolitan Tier 3: Employee Benefits (ERISA) Law
  • Metropolitan Tier 3: Litigation – Construction
  • Metropolitan Tier 3: Litigation – ERISA

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
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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
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