Anthony Rinaldi | Estate Planning

Anthony Rinaldi |

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Firm Summary

Anthony Rinaldi is the sole owner of Anthony Rinaldi & Company, LLC located in Cleveland, Ohio. He concentrates his practice in the areas of tax, succession, and estate planning. In addition to being an attorney, Anthony is an Accredited Tax Advisor®.

Previously, he was a tax executive with International Management Group in the firm’s international tax department. At the time, IMG was the largest sports management firm in the world. Since moving on from IMG, he founded Anthony Rinaldi & Company, LLC in 2002.

Anthony is known for his ability to make sophisticated legal issues and tax planning understandable and is highly regarded for his devotion and commitment to the diverse needs of high net worth clients. He represents high net worth individuals, lottery winners and professionals, including doctors, lawyers, professional athletes and wealth management advisors. Anthony also represents corporations, partnerships and tax-exempt entities, as well as family-owned and other closely-held businesses, and their owners.

Anthony offers his individual clients a full range of estate, trust and tax planning services, from the drafting of wills, complex trust agreements and advanced wealth-preservation plans, to the formation of family foundations and other philanthropic entities to accomplish charitable objectives.

Anthony advises his corporate and business clients on critical financial, tax and business matters, including entity structure and formation, and asset ownership for asset protection and tax savings. He also assists closely-held and family-owned businesses and their owners with business succession planning for wealth preservation and to transition the business/ownership to younger generations and key employees.

In addition to income and estate tax planning, a significant portion of Anthony’s tax practice involves representing individual, business and corporate clients in administrative tax-controversy matters before the Internal Revenue Service and the Ohio Department of Taxation. Anthony is frequently asked by banks and financial consultants in the Cleveland area to speak on wealth preservation, tax and estate planning, and business succession.

He earned his Bachelor of Science from the University of Akron and Juris Doctor from Ohio Northern University. Anthony is licensed to practice law in the state of Ohio and United States Tax Court. He is a member of the American and Ohio State Bar Associations.

When not finding solutions to meet his clients’ needs, Anthony enjoys spending time with his family.