Robert W. Nelson

In the complex world of finance, business, and personal wealth management, understanding tax implications and planning for the future are critical steps. For individuals and businesses across Texas, navigating the intricate web of federal and state tax laws, as well as ensuring proper estate planning, can be daunting. The need for seasoned legal counsel that can offer both legal acumen and financial insight is paramount. This article introduces you to Attorney Robert W. Nelson, a distinguished lawyer with Dykema, who offers a unique blend of tax law expertise and accounting knowledge to clients in San Antonio and throughout Texas. For Texans seeking clarity, strategic planning, and effective representation in tax and estate matters, Attorney Nelson stands as a highly qualified and reliable resource.

Robert W. Nelson is a prominent attorney and Co-Leader of Dykema’s Tax Group. His exceptional background includes not only a deep understanding of legal principles but also a Certified Public Accountant (CPA) designation, providing him with a unique perspective on the interplay between accounting and tax rules. This dual expertise allows him to offer comprehensive and insightful advice to a diverse clientele, ranging from privately held family businesses and large corporations to individuals and Mexican-owned U.S. businesses. Robert Nelson is not just a lawyer; he is a strategic advisor who understands that effective tax and estate planning can significantly impact long-term financial health and generational wealth transfer. His commitment to providing nuanced counsel is reflected in his consistent recognition as a leading attorney in his fields, making him a trusted guide for Texans navigating complex financial and legal landscapes.

Attorney Robert W. Nelson practices at the San Antonio office of Dykema, which is strategically located at 112 E Pecan St # 1800, San Antonio, TX 78205, USA. This address places the firm in the heart of San Antonio’s vibrant downtown business district, within the prominent Weston Centre.

The central location on East Pecan Street makes the office highly accessible for clients traveling from various parts of San Antonio and the surrounding Texas regions. Its proximity to major financial institutions, corporate headquarters, and government offices in downtown San Antonio is particularly advantageous for the types of clients Robert W. Nelson serves, including businesses and high-net-worth individuals. Public transportation options are readily available in this well-developed urban area, and for those driving, several parking facilities are typically located nearby. The ease of access to the Dykema office ensures that Texans seeking specialized legal counsel in tax, estate planning, and business law can conveniently connect with Attorney Nelson in a professional and central setting.

Attorney Robert W. Nelson, as Co-Leader of Dykema's Tax Group, provides comprehensive legal services primarily focused on tax law, estate planning, and related business matters. His expertise is invaluable for individuals and entities navigating complex financial and legal structures. For Texans seeking highly specialized guidance, here are the key areas where Attorney Nelson offers his distinguished services:

• Business Tax Planning: Advising privately held family businesses, large corporations, and other entities on strategic tax planning to minimize liabilities and optimize financial structures.
• Partnership Tax Planning: Providing specialized counsel on the unique tax implications and planning strategies for partnerships and other pass-through entities.
• Estate Planning and Administration: Assisting individuals and families in creating comprehensive estate plans, including wills, trusts, and probate administration, to ensure efficient wealth transfer and minimize estate taxes. This includes sophisticated planning for high-net-worth individuals and family businesses.
• International Tax Planning: Guiding Mexican-owned U.S. businesses and other international clients on appropriate business structures and tax strategies to minimize U.S. tax exposure for cross-border operations and investments.
• Federal Tax Controversy: Representing individuals and corporations before the Internal Revenue Service (IRS) for income tax audits, disputes, and other federal tax-related controversies.
• State Tax Controversy: Advocating for clients before the State of Texas Comptroller's Office and other state agencies concerning sales tax, franchise tax, and other state and local tax audit matters.
• Real Estate Tax Incentives & Economic Development: Providing tax advice for real estate development projects, including entity formation and acquisition work, and helping clients leverage tax-advantaged business entities.
• Non-Profits and Tax-Exempt Organizations: Offering tax and business counsel to non-profit organizations and entities seeking tax-exempt status.
• Family Business Transition Team: Assisting family businesses with reorganization for estate planning, tax planning, and seamless business transitions.
• Healthcare Tax Issues: Providing tax advice to healthcare entities, particularly relevant given Dykema's strong healthcare practice.

Attorney Robert W. Nelson is distinguished by a range of impressive features and professional highlights that underscore his deep expertise, extensive experience, and high standing within the legal community, particularly for Texans seeking specialized tax and estate planning advice.

• Board Certified in Tax Law and Estate Planning & Probate Law: Robert Nelson holds dual board certifications from the Texas Board of Legal Specialization in both Tax Law and Estate Planning and Probate Law. This is a significant credential, indicating a high level of specialized knowledge, experience, and proficiency in these complex areas, recognized by the State Bar of Texas.
• "Lawyer of the Year" by The Best Lawyers in America®: He has been named "Lawyer of the Year" by The Best Lawyers in America® for Tax Law in both 2022 and 2024. This prestigious recognition is based on extensive peer-review surveys, reflecting the high esteem in which he is held by other leading lawyers in the same practice area.
• Consistent Recognition in The Best Lawyers in America®: Robert Nelson has been consistently recognized in The Best Lawyers in America® for Tax Law since 2010. This long-standing acknowledgment highlights his sustained excellence and leadership in the field.
• Certified Public Accountant (CPA) Designation: His background as a CPA, combined with his legal education, provides him with unique insight into the intricate interplay between accounting and tax rules. This dual qualification allows him to offer a more holistic and practical approach to tax and financial planning.
• Co-Leader of Dykema's Taxation Group: His leadership role within Dykema, a prominent national law firm, further attests to his expertise and influence in the tax legal sphere.
• "San Antonio's Top Attorneys" Recognition: Robert Nelson has been recognized by San Antonio Magazine in "San Antonio's Top Attorneys" for Tax Law from 2019-2022, showcasing his strong local reputation.
• Extensive Experience with Diverse Clients: His client base includes privately held family businesses, Mexican-owned U.S. businesses, large corporations, and individuals, demonstrating his versatility and ability to handle a wide range of complex tax matters.
• Active Professional Affiliations: He is a member of the State Bar of Texas, American Bar Association, San Antonio Bar Association, Texas Society of Certified Public Accountants, and San Antonio Estate Planners Council, among others, indicating his active engagement in the legal and accounting communities.

As a highly specialized and established attorney operating within a prominent national law firm like Dykema, Robert W. Nelson's practice does not typically engage in promotional discounts or "special offers" in the consumer retail sense. The value proposition of his services is rooted in his extensive expertise, board certifications, and proven track record in complex tax and estate planning matters.

However, clients can expect the following inherent benefits and a professional approach to engagement that provides significant value:

• Strategic Consultations for Complex Matters: For businesses and individuals with intricate tax, estate, or international financial needs, Attorney Nelson will engage in thorough initial discussions. While these may not always be "free consultations" for all inquiries, they provide a valuable opportunity to assess the complexity of the case, discuss potential strategies, and determine the scope of legal work required, all within a highly professional framework.
• Long-Term Value through Proactive Planning: His focus on strategic tax and estate planning aims to provide long-term financial benefits, potentially saving clients significant amounts in taxes and avoiding future disputes or complications. This proactive approach delivers substantial value that far exceeds any simple discount.
• Integrated Legal and Accounting Insight: His unique CPA background allows for a more comprehensive and integrated approach to tax and estate issues, providing clients with robust solutions that consider both legal and accounting perspectives.

For specific inquiries regarding fees or engagement models for your particular tax or estate planning needs, it is always recommended to contact Robert W. Nelson's office directly at Dykema.

For Texans seeking highly specialized legal counsel in tax law and estate planning, you can contact Robert W. Nelson at Dykema using the following details:

• Address: 112 E Pecan St # 1800, San Antonio, TX 78205, USA
• Phone: (210) 554-5266
• Mobile Phone: +1 210-554-5266

Prospective clients are encouraged to reach out to schedule a consultation to discuss their specific tax, estate, or business planning needs.

For individuals, families, and businesses across Texas, particularly those in the San Antonio area, Attorney Robert W. Nelson offers an exceptionally suitable and highly beneficial resource for complex tax and estate planning matters. His unique combination of being a board-certified attorney in both Tax Law and Estate Planning & Probate Law, coupled with his CPA designation, provides a rare and powerful blend of legal and accounting expertise. This dual insight is invaluable for Texans looking to strategically manage their financial future, navigate intricate tax regulations, or plan for generational wealth transfer with maximum efficiency and minimal liability.

His consistent recognition as "Lawyer of the Year" by The Best Lawyers in America® and his leadership role within Dykema's Tax Group underscore his standing as a top-tier legal professional. For local businesses, including privately held family enterprises and Mexican-owned U.S. businesses, his specific experience in international tax planning and business reorganization offers tailored solutions that directly address their needs within the Texas economic landscape. The convenient and prestigious downtown San Antonio location ensures easy access to his sophisticated legal counsel. For Texans who demand meticulous planning, insightful strategy, and unparalleled expertise in protecting their wealth and ensuring a smooth financial future, Robert W. Nelson is a trusted and highly recommended choice.