TAX AND WEALTH MANAGEMENT RELATED SERVICES AND INDUSTRIES Estate Planning Finance Healthcare and Dental Manufacturing Media Defense Probate and Trust Administration Corporate and Partnership Tax Federal, State and Local Tax Trust and Estate Litigation 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 Lacie L. O’Daire PARTNER | GROUP LEADER Giulia M. Di Cenzo ASSOCIATE Cullen Fischel PARALEGAL Kelsey A. Guy PARALEGAL Pamela A. Hafer PARALEGAL Theresa A. Murphy PARALEGAL Sebastian C. Pascu ASSOCIATE John E. Schiller PARTNER Mike Sorice ASSOCIATE Anna J. Welsh PARALEGAL Gary A. Zwick PARTNER EXPERIENCE Our team’s experience includes: ARTICLES Tax Law Proposal May Require Action Now Walter | Haverfield Represents Developers in Acquiring I-X Center Ohio Extends Tax Filing Deadline IRS Extends Tax Filing Deadline The Freeze Partnership Technique: Achieving the Best of Both Worlds by Transferring the Appreciation of the Business Assets and Securing the Step-Up in Basis Paycheck Protection Program: IRS Confirms Expenses Are Not Deductible Status Update: Ohio’s Proposed Tax Amnesty Program Offers Settlement Opportunities for Individuals and Businesses with Tax Liabilities Medical Providers Receive Pandemic-Related Federal Stimulus Payments Federal and Ohio Tax Filing Deadline Moved to July 15 Ohio’s Proposed Tax Amnesty Program Offers Settlement Opportunities for Individuals and Businesses with Tax Liabilities RECOGNITION U.S. NEWS – BEST LAWYERS® 2021 “BEST LAW FIRMS” RANKINGS Metropolitan Tier 2 (Cleveland): Tax Law Metropolitan Tier 3 (Cleveland): Employee Benefits (ERISA) Law 2020 RANKINGS Metropolitan Tier 2 (Cleveland): Tax Law Metropolitan Tier 3 (Cleveland): Employee Benefits (ERISA) Law 2019 RANKINGS Metropolitan Tier 2 (Cleveland): Tax Law Metropolitan Tier 3 (Cleveland): Employee Benefits (ERISA) Law 2018 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 Contact Us Policies Pressroom Disclaimer & Terms of Use Client Login Make a Payment CLEVELAND The Tower at Erieview 1301 East Ninth Street, Ste 3500 Cleveland, Ohio 44114-1821 216.781.1212 Learn More COLUMBUS 175 On The Park 175 South Third Street, Ste 290 Columbus, Ohio 43215 614.246.2150 Learn More MAYFIELD HEIGHTS Parkland Terrace 6120 Parkland Boulevard, Suite 100 Cleveland, OH 44124 440.605.6660 Learn More © Copyright - Walter | Haverfield