Tax & Wealth Management Services


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.


The Tax & Wealth Management group’s experience and services include the following:

  • 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
  • Metropolitan Tier 2 (Cleveland): Tax Law
  • Metropolitan Tier 3 (Cleveland): Employee Benefits (ERISA) Law

According to U.S. News - Best Lawyers®, firms included in this year's listing "…are recognized for professional excellence with persistently impressive ratings from clients and peers. Achieving a tiered ranking signals a unique combination of quality law practice and breadth of legal expertise." This year's ratings were based upon a high number of participating firms and a large number of client ballots. More than 13,000 attorneys provided over 1 million law firm evaluations, and over 7500 clients also participated in the evaluation process.

U.S. News - Best Lawyers® also explained that, "Ranked firms, presented in tiers, are listed on a national and/or metropolitan scale. Receiving a tier designation reflects the high level of respect a firm has earned among other leading lawyers and clients in the same communities and the same practice areas for its abilities, its professionalism, and its integrity."

  • Metropolitan Tier 2 (Cleveland): Tax Law
  • Metropolitan Tier 3 (Cleveland): Employee Benefits (ERISA) Law
  • Metropolitan Tier 1 (Cleveland): Tax Law
  • Metropolitan Tier 3 (Cleveland): Employee Benefits (ERISA) Law
  • Metropolitan Tier 1 (Cleveland): Tax Law
  • Metropolitan Tier 3 (Cleveland): Employee Benefits (ERISA) Law
  • Metropolitan Tier 1: Tax Law
  • Metropolitan Tier 3: Employee Benefits (ERISA) Law
  • Metropolitan Tier 2: Tax Law
  • Metropolitan Tier 3: Employee Benefits (ERISA) Law
  • Metropolitan Tier 2: Tax Law; Employee Benefits (ERISA) Law

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