Selected Tax Planning Ideas for Closely Held Businesses and Their Owner Operators, sponsored by Walthall CPAs
This event is on MONDAY, January 12, 2014 at the Cleveland Marriott at Key Center.
Tax Club of Cleveland in collaboration with the Estate Planning Council of Cleveland
MEETING DATE: Monday, January 12, 2015
Location: Cleveland Marriott Downtown at Key Center (2nd Floor)
127 Public Square, Cleveland, Ohio 44114
Time:
11:30 a.m. Registration
12:00 p.m. Lunch
12:20-1:30 p.m. Meeting
Topic: Selected Tax Planning Ideas for Closely Held Businesses and Their Owner Operators
Speaker: Gary A. Zwick
Gary is a partner in the law firm of Walter Haverfield. He is a tax lawyer with an LLM in Taxation as well as a CPA. He has authored or co-authored several tax treatises, a chapter for Lexis Nexis’ Online Tax Library, many feature articles in major tax publications and has edited coursebooks for the AICPA and National Underwriters. He has been an adjunct professor of tax law and of wealth transfer taxation at both Case Western Reserve Law School and Cleveland State Law School and he speaks nationally on tax topics. He was selected estate planner of the year by the Estate Planning Council of Cleveland in 2011 (and continues to milk that honor for all it is worth) and was long ago the President of the Tax Club of Cleveland.
Cost:
Members: $25 (in advance) – Tax Club or EPC Members
$30 (at the door without timely reservation)
CMBA Members: $35
Nonmembers and Guests: $40
To register, click HERE
This meeting is sponsored by:
Please direct questions about this meeting to the Tax Club of Cleveland at 216-771-0577
