Experience

Barnes Wendling CPAs

• United States
• Accounting
• 1 - 100 Employee

• Tax Principal

  • Mar 2022 - Present

  Advisor in Family Office Group, Estate/Succession Planning Advisor in Family Office Group, Estate/Succession Planning



L. O’Daire Tax and Wealth Management, Inc.

• Attorney

  • Mar 2022 - Present

  Private Practice Attorney for Tax, Trust and Estate Planning and Business Succession Planning. Private Practice Attorney for Tax, Trust and Estate Planning and Business Succession Planning.



Walter Haverfield

• United States
• Law Practice
• 100 - 200 Employee

• Attorney (Tax)

  • Jan 2005 - Feb 2022

  - Practice encompasses all areas of taxation, including individual and business income and transfer tax planning, ERISA, estate planning, executive compensation, non-profits, Subchapters C & S, mergers and acquisitions, employee benefits (including Affordable Care Act) and IRS and tax court controversy practice - An expertise in designing and implementing individually-designed owner dominated pension and profit-sharing programs for owners of closely held businesses - Extensive experience dealing with the Internal Revenue Service on ERISA and related matters - Works closely with families and entrepreneurs on multi-generational wealth preservation and transfers as well as related tax consequences - Specialty areas include new market tax credits and historic tax credits as I have worked on many of the large development programs in the Northeast Ohio area Show less