Clark Schaefer
Tony Schweier

Tony Schweier

Shareholder, Cincinnati

513.241.3111Email
Expertise
item_imageTax
item_imageTax Compliance
item_imageEstate, Gift & Trust
item_imagePrivate Client Services
item_imageTax Consulting
item_imageBusiness Tax

Professional Summary

Tony serves as an advisor to families of wealth and closely held businesses and their owners. He assists clients with their income, estate and gift taxation planning, and compliance matters. In collaboration with clients’ attorneys and financial advisors, Tony considers his clients’ goals for wealth accumulation, preservation, and distribution and advises his clients on the best options for capital protection. As a Certified Exit Planning Advisor, Tony also specializes in navigating company ownership transition from one generation to the next.

Tony was recognized as the 2015 recipient of the “Keith Baldwin Volunteer of the Year” award by the University of Cincinnati’s Goering Center for Family & Private Business and was also recognized by the Urban League of Greater Cincinnati as the 2001 Cordell Williams Volunteer of the Year.

Education:

  • BSBA, Accounting, Miami University

Certifications & Licensure:

  • CPA – States of Ohio and Kentucky

  • Certified Exit Planning Advisor (CEPA)

Professional Affiliations:

  • Ohio Society of Certified Public Accountants

  • American Institute of Certified Public Accountants

Community Activities:

  • Ken Anderson Alliance, Board Member

  • Joe Burrow Foundation, Advisory Board Member

  • TRAK Group, Advisory Board Member

  • Stock Manufacturing, Advisory Board Member

  • Choice One Engineering, Advisory Board Member

  • Western Golf Association, Past Director

  • Goering Center for Private and Family Business, Past Chair of Board of Directors and Chair of Board of Advisors

  • Cincinnati Metropolitan Housing Authority, Past Board of Commissioners Member, two terms

  • Urban League of Greater Cincinnati, Past Board and Executive Committee Member