Selected Tax Planning Ideas for Closely Held Businesses and Their Owner Operators, sponsored by Walthall CPAs - Estate Planning Council of Cleveland
2015-01-12 17:00 - 18:30 UTC | Cleveland Marriott Downtown at Key Center
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
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Time:

11:30 a.m. Registration

12:00 p.m. Lunch

12:20-1:30 p.m. Meeting
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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](https://www.taxclubofcleveland.org/rsvp.html?date=1/12/15&event=Business%20Succession%20Planning&mem=25&nonm=40&bar=35)

This meeting is sponsored by:

Please direct questions about this meeting to the Tax Club of Cleveland at 216-771-0577
