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Tony Schweier
Shareholder, Cincinnati
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