Trusted business and tax advisor to entrepreneurs, closely
held family businesses, and startups. Florida Bar Board Certified
Tax Attorney serving clients across various industries including
finance, hospitality, technology, real estate, healthcare, manufacturing,
and entertainment.
As both a business-tax attorney and CPA, many clients hone this as the best of both worlds. Having over a decade of experience representing taxpayers against the Tax Division of the U.S. Department of Justice, the Internal Revenue Service, and state and local taxing authorities, I devote a
a significant part of my practice to helping taxpayers both domestically
and internationally navigate all aspects of federal and state tax
controversy matters. These matters include but are not limited to IRS
liens and levies, employment and payroll tax, IRS appeals, CDP
hearings, IRS audits, and examinations, IRS installment agreements,
offer in compromise, and when needed, litigation in the U.S. Tax Court.
My law practice includes representing early-stage startups to mid-size
businesses and advising on capital raising, M&A, debt-refinancing,
structuring complex transactions, and estate planning and asset
protection. Gerrard serves as outside general counsel to for-profit
organizations which include a registered investment advisory firm with
$300 million in AUM and multiple non-profit organizations. In that
capacity, he advises management on issues ranging from minimizing
legal exposure and contract drafting and review, to daily operational
matters.
- The Florida Bar  # 0071887
- Member
- - Current
- Florida
- The Florida Bar
- ID Number: 0071887
- Business Law
- Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
- Estate Planning
- Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
- Probate
- Probate Administration, Probate Litigation, Will Contests
- Tax Law
- Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning