Top best Tax Lawyers Near me in ZIP 44115

Lisa Monihan is a partner  in the law firm of Spieth, Bell, McCurdy & Newell Co., L.P.A., Cleveland, Ohio. Practiced for ten years in the Cleveland offices of two large law firms, Jones, Day, Reavis & Pogue and Squire, Sanders & Dempsey, prior to joining to Spieth, Bell in 1995.. Lisa's practice is focused on planning for high net worth individuals and fiduciaries, including:. ·       income, gift, estate and generation-skipping transfer tax planning. ·       trust and estate administration. ·       retirement planning. ·       succession planning for closely-held businesses. ·       charitable planning. Author and frequent speaker on estate planning and related topics.  Recent articles and presentations have included:. ·      Cleveland Metropolitan Bar Journal, Conflicts of Interest in a Trusts and Estates Practice,  (June 2010. ·     Ohio State Bar Association Drafting Wills and Trusts Seminar,  Ethical Issues in Estate Planning, February 29, 2008. ·      Ohio State Bar Association, Drafting Wills and Trusts Seminar, The Client Interview, presented numerous times, most recently in 2007. ·      Ohio State Bar Association CLE Institute, Satellite CLE Seminar, Marital Deduction Basics . . . . and Beyond, February 22, 2001. Professional associations:. ·      American College of Trust and Estate Counsel (elected 1998). ·      Cleveland Metropolitan Bar Association (Estate Planning, Probate and Trust Law Section:  Section Chair 2008-2009; Vice-Chair 2007-2008; Secretary 2006-2007; Treasurer 2005-2006; Program Chair 2004-2005). ·      The Estate Planning Council of Cleveland (President 1994-1995, Vice President 1993-1994; Secretary 1992-1993; Treasurer 1991-1992; Program Chair 1990-1991) ; Served as the first female President of the EPC. ·      American Bar Association (Section of Taxation; Section of Real Property, Trust and Estate Law; Law Practice Management Section; and General Practice, Solo and Small Firm Division). ·      Ohio State Bar Association (Estate Planning, Trust and Probate Law Section; Estate Planning, Trust and Probate Law Section Council, 2010 - present). ·      Ohio Women's Bar Association. J. D., Cleveland-Marshall College of Law, 1984; B. S. in Economics, John Carroll University, 1979. Community activities include:. ·      Catholic Charities Corporation Board of Trustees (2003 – present). ·      The Volunteer Council of The Cleveland Orchestra (President 1998-2001). ·      The Junior Committee of The Cleveland Orchestra (President 1997-1999). ·      The Women's Committee of The Cleveland Orchestra (Board of Trustees 2000 - 2003). ·      Lawyers Guild of the Catholic Diocese of Cleveland. ·      Cleveland Museum of Art Planned Giving Committee. ·      Case Western Reserve University, Professional Advisory Group. ·      University Hospitals, Diamond Advisory Group. ·      Hathaway Brown Parent Association (President-Elect 2012 - 2013)

Jonathan C. Wolnik is an Associate in McCarthy Lebit’s Taxation and Business & Corporate practice groups. He is also a Certified Public Accountant.. Jonathan handles all matters related to federal, state, and local tax compliance, including tax planning and audit resolution.  Jonathan also assists clients with organization structuring, transaction guidance, and in all areas of operational regulation and compliance.. Jonathan has prior experience as an external auditor with a special focus on Medicare and Ohio Medicaid compliance related to long-term care facilities and hospitals.  Additionally, he has internal audit experience focused on risk management programs and corporate compliance under the Sarbanes-Oxley Act of 2002.  He further has experience in forensic accounting and fraud resolution both within for-profit and not-for-profit entities.  His legal knowledge and accounting experience allow him to implement a unique perspective in addressing client matters.

Experienced Tax attorney serving clients in Wyandotte and surrounding areas.

Experienced Tax attorney serving clients in Wyandotte and surrounding areas.

Experienced Tax attorney serving clients in Wyandotte and surrounding areas.

Experienced Tax attorney serving clients in Wyandotte and surrounding areas.

Experienced Tax attorney serving clients in Wyandotte and surrounding areas.

Experienced Tax attorney serving clients in Wyandotte and surrounding areas.

Experienced Tax attorney serving clients in Wyandotte and surrounding areas.

Experienced Tax attorney serving clients in Wyandotte and surrounding areas.

Experienced Tax attorney serving clients in Wyandotte and surrounding areas.

Experienced Tax attorney serving clients in Wyandotte and surrounding areas.

Experienced Tax attorney serving clients in Wyandotte and surrounding areas.

Experienced Tax attorney serving clients in Wyandotte and surrounding areas.

Experienced Tax attorney serving clients in Wyandotte and surrounding areas.