Gary Zwick | ENGAGE 2020

Gary Zwick

Partner, Walter Haverfield LLP
Cleveland, OH

Gary A. Zwick, J.D., LL.M., CPA, AEP®
Partner, Tax and Wealth Management Section,
Walter | Haverfield LLP
Cleveland, Ohio

Mr. Zwick received his BBA in Accounting and Finance from Kent State University, his J.D. from Cleveland State University Cleveland-Marshall College of Law, and his LL.M. (Taxation) from Georgetown University Law Center. Before joining Walter | Haverfield LLP in 1997, Mr. Zwick spent 21 years in public accounting, including serving as Director of Tax Operations and Head of the Cleveland Office Tax Department for a large regional Bowman 100 CPA firm. Mr. Zwick is licensed to practice law in Ohio and is admitted to the U.S. Tax Court, Federal District Court and Appellate Court, and is a CPa. He has a general tax practice, with emphasis on tax planning for closely-held and family businesses and their owners, and high net worth individuals. This encompasses not only income tax planning, but also estate planning, ERISA, business and individual taxation, Subchapters C&S, mergers and acquisitions, employee benefits and IRS and U.S. Tax Court practice and controversy work. Mr. Zwick also handles criminal tax matters working in conjunction with Ralph Cascarilla, the firm’s Managing Partner and former Assistant U.S. Attorney. Mr. Zwick is the principal author of the book Tax & Financial Planning for the Closely-Held Family Business published by ALI-ABA and is co-author of the book Transferring Interests in the Closely-Held Family Business also published by ALI-ABA. Mr. Zwick is also the author of the Chapter on Section 83 Property Transfers in Exchange for Services in the Lexis Nexis online Tax Encyclopedia. He has published many feature articles in major tax publications. He is a frequent speaker, both locally and nationally, on tax subjects, with hundreds of speaking engagements to tax professionals. He is board certified in federal tax (State of Ohio) and former Chair of the Federal Tax Specialty Board of the Ohio State Bar Association. Mr. Zwick was an adjunct professor of wealth transfer taxation and estate planning at the Case Western Reserve University School of Law LL.M. Taxation program and an adjunct professor of both tax law and wealth transfer tax at the Cleveland Marshall College of Law. He was selected as Estate Planner of the Year in 2011 by the Estate Planning Council of Cleveland. Mr. Zwick is an Accredited Estate Planner® as designated by the National Association of Estate Planners & Councils.