Best Lawyers in Ohio, United States for Tax Law
Chuck Adler joined the Firm in 1993 and became a Partner in 1995. He has a special interest in planning for individuals, families, and closely held businesses. Chuck counsels individuals and families on complex estate, charitable, financial, and retirement planning matters; on estate, gift, and generation-skipping taxes; and on the organization and operation of private foundations. He also works with owners of closely held and family businesses on succession planning. Before joining the Firm,...
Erica K. Williams brings more than 25 years of comprehensive and sophisticated estate planning services to high net-worth individuals and families. She earned the designation as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils, awarded to estate planning professionals who meet stringent requirements of experience, knowledge, education professional reputation, and character. Erica is experienced in all aspects of tax planning, including...
Bob Brant has an uncanny ability to do five things at once, and all of them proficiently. He was multitasking before the term even existed. He may be entering a timesheet while he dissects a tax problem and actively participates in a meeting. Just when you think there is no possible way he could be listening and doing so much simultaneously, out will pop a sentence that gets right to the heart of the matter. Those who have not been initiated will often sit back in stunned silence, even awe. B...
Arthur E. Gibbs III is a partner in the Trusts and Estate Planning Group and is licensed to practice law in Ohio and Florida. Art is an Ohio State Bar Association Board Certified Specialist in Estate Planning, Trust and Probate Law and focuses on providing creative estate, tax and business planning advise to business owners and other wealthy individuals, as well as representing individuals, financial institutions, and non-profits in estate disputes. Art is a past Chair of the firm’s Cle...
Mark Sims practices in the business representation & transactions practice group and works primarily in the federal income tax, business planning and healthcare areas. Mark's federal tax practice involves individual, corporate, S corporation and partnership tax planning, including executive compensation and like kind exchanges. He advises clients regarding the tax aspects of mergers and acquisitions. Mark also represents clients on matters before the IRS and state tax agencies. Additional...
As the second oldest of nine children, Bill began resolving family disputes at an early age. His childhood also gave him insights as to how children may perceive fairness and equity differently than do the parents. While some wealth strategists may believe that tax avoidance is the major objective of wealth planning, Bill believes that wealth planning is ultimately about family planning: how to devolve wealth without creating acrimony or bitterness among family members, and all the while pres...
Ronald C. Christian is a lawyer recognized by Best Lawyers in the practice areas of Nonprofit / Charities Law and Tax Law. Ronald C. practices law in Cincinnati, Ohio Best Lawyers has recognized Ronald C. Christian since 2007. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Ronald C. Christian is held by other lawyers.
Douglas C. Carlson has extensive experience in corporate, partnership, individual and estate tax matters. The primary emphasis of his practice is on transactional planning, including acquisitions and dispositions, reorganizations and limited partnership syndications, liquidations and executive compensation, including stock options and deferred compensation. He has substantial experience in compliance activities, controversy matters, and state and local tax matters. As a business law attorney,...
Jeremy focuses his practice in the areas of corporate law, tax law, and estate planning. He is licensed to practice in Ohio, Kentucky, and before the U.S. Tax Court. In his corporate law practice, Jeremy acts as outside legal counsel to businesses ranging from start-up ventures to multinational entities and he frequently advises owners, directors, and corporate officers of these businesses on issues involving entity selection, business formation and capitalization, shareholder agreements, buy...
Matt's practice covers a wide range of tax-related areas, including estate planning and business succession, foreign bank account reporting (FBAR) and related issues, entity taxation, exempt organizations, and representation of clients before the Internal Revenue Service and U.S. Tax Court. Matt formerly served as an attorney-advisor to Judge Herbert L. Chabot of the U.S. Tax Court, and, in addition to Cleveland, has practiced in Honolulu, Hawaii, and Washington D.C. Matt has spoken nationall...
David C. Krock has over 34 years of experience as a lawyer, CPA (non-practicing), trust officer and tax advisor. His law practice is concentrated primarily in the areas of estate planning, business succession planning, charitable planned giving, probate, tax and providing general counsel to small and medium size businesses. Mr. Krock is a member of Eastman & Smith. Mr. Krock graduated from the University of Toledo College of Law in 1982 where he was a member of the law review. He is a mem...
Troy Terakedis counsels clients on federal income tax matters and in the structuring and formation of venture capital, leveraged buyout and other private equity funds, as well as other business entities. He also advises on partnership, limited liability company and general corporate law. In addition, Troy works with closely-held businesses, their owners, and other high-net worth individuals and executives, advising them on federal income tax, corporate succession, estate and gift tax and asse...
Jack Butler is a Partner at Carlile Patchen & Murphy LLP, and he concentrates on business matters and tax law. He focuses on company representation (corporate, LLC, and joint venture), including establishment, venture structuring, business relationship agreements, governance, and ongoing services; M&A transactions; debt and equity financings; captive insurance companies; business advisory; transaction planning and structuring; syndications; business succession planning; tax planning; ...
Gary A. Zwick is a lawyer recognized by Best Lawyers in the practice areas of Tax Law and Trusts and Estates. Gary A. practices law in Cleveland, Ohio Best Lawyers has recognized Gary A. Zwick since 2009. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Gary A. Zwick is held by other lawyers.
Matthew A. Secrist is a lawyer recognized by Best Lawyers in the practice areas of Employee Benefits (ERISA) Law and Tax Law. Matthew A. practices law in Cleveland, Ohio Best Lawyers has recognized Matthew A. Secrist since 2023. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Matthew A. Secrist is held by other lawyers.
Our Methodology
Recognition by Best Lawyers is based entirely on peer review. Our methodology is designed to capture, as accurately as possible, the consensus opinion of leading lawyers about the professional abilities of their colleagues within the same geographical area and legal practice area.
The Process
Best Lawyers employs a sophisticated, conscientious, rational, and transparent survey process designed to elicit meaningful and substantive evaluations of the quality of legal services. Our belief has always been that the quality of a peer review survey is directly related to the quality of the voters.
