Gerhardt Law Firm PLLC

Navigating the intricate landscape of business operations, tax regulations, estate planning, or even the challenging process of bankruptcy requires not just legal knowledge, but also a deep understanding of financial intricacies. For entrepreneurs, small business owners, individuals facing tax questions, and those planning for their financial future across San Antonio, Texas, and South Central Texas, Gerhardt Law Firm PLLC stands as a trusted and versatile legal partner. Led by Trey Gerhardt, an attorney with a unique background spanning both law and accounting, the firm offers a multidisciplinary approach to legal solutions. They understand that financial and legal matters are often intertwined and are committed to providing practical, comprehensive guidance to help clients achieve their goals, whether it’s structuring a business, resolving an IRS dispute, protecting assets, or planning for the next generation. With a focus on professionalism and steadfast advocacy, Gerhardt Law Firm PLLC is here to assist Texans through these important and often challenging events.

Accessibility is a key consideration for clients seeking legal counsel, particularly when dealing with complex business or financial matters. Gerhardt Law Firm PLLC is conveniently located at 4040 Broadway #425, San Antonio, TX 78209, USA. This address places the firm in a central and easily reachable part of San Antonio, making it convenient for clients from various neighborhoods across the city and surrounding communities. Broadway is a prominent thoroughfare, offering straightforward access from different parts of San Antonio, including major highways and local roads. The office's location within a professional building suggests a conducive environment for focused discussions and confidential legal consultations. This ease of access helps minimize travel time and stress for clients, allowing them to concentrate on their legal issues rather than logistical challenges. Being situated in a vibrant part of San Antonio reinforces the firm's commitment to serving the local Texas community, ensuring that expert legal assistance in business, tax, and estate planning matters is readily available when it is most needed.

Gerhardt Law Firm PLLC offers a comprehensive range of legal services, leveraging Trey Gerhardt's unique background in both law and accounting to provide multidisciplinary solutions. Their practice areas are designed to support individuals, businesses, and non-profit organizations in various financial and legal matters.

• Tax Planning and Compliance: Providing services for individuals and businesses in all areas of federal tax law, including novel income tax issues, and working with clients' accountants and tax professionals.
• Tax Controversy and Litigation: Representing clients in disputes before the IRS (Revenue Agents, Office of Appeals), Texas Comptroller, and other state departments of taxation. This includes litigating cases in the U.S. Tax Court and serving as an expert witness in tax law for civil and criminal cases.
• International Tax: Assisting clients with cross-border tax planning, including wealthy families, dual citizens, investors, and multinational companies, focusing on tax efficiency and minimizing liabilities across jurisdictions (e.g., CFC/PFIC planning, foreign tax credits, FIRPTA, pre-immigration planning).
• State and Local Tax (SALT): Working with clients on planning and controversy matters related to Texas franchise tax, sales and use tax, property tax, utility taxes, hotel taxes, fuel taxes, and tax exemptions.
• Business Structure, Reorganization, and Sales: Advising on business entity formation (corporations, partnerships, LLCs), acquisitions, divestitures, joint ventures, and drafting operating, partnership, and shareholder agreements and bylaws.
• Executive Compensation: Assisting businesses and executives with nonqualified compensation plans, stock options, profits interests, fringe benefits, and other compensation matters, including deferred compensation and 409A compliance.
• Estate Planning and Asset Protection: Drafting wills and trusts, assisting with estate administration and probate, community property agreements, business succession planning, estate and gift tax issues, and establishing various types of trusts (e.g., Family Limited Partnerships, NFA trusts, charitable trusts).
• Bankruptcy: Guiding clients through the bankruptcy process, assisting with filings, and navigating the complexities of bankruptcy law to help individuals and businesses achieve a fresh start.
• Non-Profit and Tax Exempt Organizations: Assisting with the formation of exempt organizations, IRS approval (e.g., 501(c) status), private foundations, governance, policies, and unrelated business income tax (UBIT/UBTI) matters.

Gerhardt Law Firm PLLC, and specifically Trey Gerhardt, are distinguished by a number of key features and highlights that underscore their unique value proposition to clients in Texas.

• Multidisciplinary Expertise: Trey Gerhardt's background in both law and accounting provides a rare and valuable perspective, enabling him to offer comprehensive legal solutions that integrate tax and financial considerations.
• Extensive Experience: Practicing since 2002, Trey has experience in transactional, litigation, and appellate law, including working for a Court of Appeals justice and as a civil litigator, offering a well-rounded skill set.
• Specialized Tax Law Focus: A deep expertise in tax law allows him to handle complex tax planning, controversy, and litigation matters, including successful representation in the U.S. Tax Court (e.g., Gregory v. Commissioner of Internal Revenue).
• Versatility Across Practice Areas: His ability to seamlessly transition between business matters, corporate transactions, tax planning, IRS controversy, estate planning, asset protection, and bankruptcy demonstrates significant versatility.
• Practical and Comprehensive Solutions: The firm focuses on providing actionable legal solutions that are tailored to clients' specific backgrounds and needs, aiming for the best possible end result.
• Steadfast Advocacy: Gerhardt Law Firm PLLC is committed to providing resolute advocacy, particularly when clients are facing challenging situations such as IRS controversies or bankruptcy proceedings.
• Client-Centric Approach: Trey's passion for learning about clients' backgrounds and needs, and helping them meet their goals, reflects a genuine commitment to client satisfaction.
• Local and Regional Reach: The firm represents clients throughout South Central Texas, indicating a strong understanding of and commitment to the local and regional business and individual client base.

While Gerhardt Law Firm PLLC does not publicly advertise specific time-limited "promotions," their approach to client engagement includes practices that offer significant value and transparency. A key benefit, common among professional legal services, is the provision of consultations. While the terms of these consultations (e.g., free or paid) are not explicitly detailed in publicly available information, it is customary for firms specializing in complex areas like tax, business, and estate planning to offer a dedicated session for prospective clients to discuss their specific situation, assess legal options, and understand the scope of work involved. This initial discussion provides crucial clarity and helps clients make informed decisions.

Furthermore, the firm's profile with the State Bar of Texas indicates that they offer "Fee Options Provided: Flat Fees: Yes. Hourly Rate: Yes." This commitment to transparent fee structures is a valuable "offer" in itself. Clients can expect to have a clear understanding of how legal costs will be calculated, allowing for better financial planning and avoiding unexpected charges. This transparency, combined with Trey Gerhardt's multidisciplinary expertise aimed at achieving practical solutions, suggests that the firm strives to provide not just legal services, but cost-effective and financially sound strategies for their clients. For precise details on consultation fees and specific billing arrangements for your case, direct contact with Gerhardt Law Firm PLLC is recommended.

To connect with Gerhardt Law Firm PLLC and discuss your business, tax, estate planning, or bankruptcy legal needs, please use the following contact information:

Address: 4040 Broadway #425, San Antonio, TX 78209, USA

Phone: (210) 239-1396

Mobile Phone: +1 210-239-1396

You are encouraged to call their office directly to schedule a consultation. This direct line of communication is the best way to discuss your specific legal situation with Trey Gerhardt and his team, and to learn how their expertise can benefit you.

For locals in San Antonio, Texas, and across South Central Texas, Gerhardt Law Firm PLLC is an exceptionally suitable choice for navigating complex legal and financial challenges. Their suitability for Texans is rooted in Trey Gerhardt's distinctive multidisciplinary background in both law and accounting. This unique combination allows him to offer not just legal advice, but integrated, practical solutions that consider the intricate financial and tax implications of business operations, estate planning, and controversy matters. For entrepreneurs and small business owners in a thriving economy like Texas, having an attorney who understands both the legal and financial angles is an invaluable asset.

Furthermore, the firm's expertise in areas like IRS controversy, international tax, and state and local tax disputes directly addresses common concerns for many individuals and businesses in the state. Their location on Broadway provides convenient accessibility for San Antonio residents, making it easy to access expert counsel. The commitment to understanding each client's background and needs, coupled with a focus on achieving the "best end result possible," ensures a client-centric approach that resonates with Texans seeking dedicated and comprehensive legal support. Whether you're planning for your business's future, dealing with tax complexities, or considering bankruptcy, Gerhardt Law Firm PLLC offers the professionalism, versatility, and steadfast advocacy required to help you achieve your goals right here in Texas.