well established and here for you

Our Team

Managing Attorney and Founder

Gerrard is a trusted business and tax advisor to entrepreneurs, closely
held family businesses, and startups.  He is a Florida Bar Board Certified
Tax Attorney and serves clients across various industries including
finance, hospitality, technology, real estate, healthcare, manufacturing,
and entertainment.  His experience as both a business-tax attorney
and CPA is the best of both worlds for many clients and the skillsets he
mastered in both areas stand out among his peers. Gerrard
understands the financial implications of tax matters while navigating
the legal aspects of complex tax law and business law matters for his
clients and their advisors.

His 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.

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, Gerrard devotes a
significant part of his 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.

Gerrard serves in various leadership roles within the Florida Bar and in
his community.  He is the 2023 – 2024 Chair of the Florida Bar Tax
Certification Committee and serves on the Executive Council of the Tax
Section where he is a Co-Chair of the IRS Collection Activities
Subcommittee. He is a member of the Real Property Probate and Trust
Law Section. He is also a proud board member of the UCF Alumni

Board and sits on the Advisory Board of the Orlando Sports Foundation,
Inc.

As an attorney, Gerrard received the esteemed AV Preeminent rating
by Martindale-Hubbell, the highest rating for attorneys who are ranked
by their peers for exhibiting the highest level of professional excellence
for their legal expertise, communication skills, and ethical standards.
 He has been recognized in publications such as Best Lawyers®, Super
Lawyers, Florida Trend Legal Elite, and Orlando Family Magazine as an
Awesome Attorney in Tax Law.

In his spare time, Gerrard enjoys spending time with his family and is an
avid sports fan of the Toronto Raptors NBA basketball team and enjoys
rooting for the UCF Knights and Florida Gators sports teams. He is a
supporter of Orlando City SC and Chelsea FC football clubs.


Recognition:

– Recognized as Legal Elite, Florida Trend Magazine

– Awesome Attorneys in Tax Law (2021, 2022, 2023), Orlando Family Magazine

– Rising Star, Super Lawyers

– AV Preeminent Rating, Martindale-Hubbell

– 40 Under 40 Nation’s Best Advocates Award, The National Bar Association

Associate Attorney

Specializing in estate planning, business succession, and commercial transactions, Amal offers comprehensive assistance to entrepreneurs in managing their daily business requirements. Additionally, she helps clients safeguard their financial assets by guiding them through the intricate process of creating customized estate plans and developing effective asset protection strategies.

 

Amal graduated summa cum laude both with a Juris Doctorate from Barry University School of Law and a Bachelor of Science in Business Administration from Indian River State College. During her tenure in law school, she worked as a litigation clerk, handling personal injury matters, served as a research assistant to her professor, and advocated in several Mock Trial Team competitions. Amal’s academic excellence is further evidenced by the 13 book awards she earned, each recognizing her as the top achiever in a specific class.

 

Outside of the firm, Amal volunteers in her community with organizations such as the Mustard Seed of Central Florida and the Orange County Bar Association. It is her work ethic, compassion, and dedication to others that lend to her ability to handle any matter with diligence and care. When not practicing law, Amal enjoys spending quality time with friends and family, yoga, and traveling.

Wendy is the esteemed Business Manager at the firm, where she plays a pivotal
role in shaping the marketing strategy and overseeing the overall operations.
With over 25 years of invaluable experience in the service and Human
Resources industry, Wendy brings a wealth of knowledge and expertise to her
role, garnered from her tenure at one of the largest financial institutions in North
America.

Throughout her career, Wendy has excelled in various areas including change
management, project management, Human Resources, and relationship
management. Her ability to build trust, execute with excellence, and serve as a
trusted advisor has been instrumental in the firm’s success. Additionally, Wendy’s
entrepreneurial spirit shines through her venture into e-commerce in 2020,
showcasing her dedication, tenacity, and perseverance.

Outside of her professional endeavors, Wendy finds joy in spending quality time
with her husband, daughter, and nephew. She is an avid traveler, always eager to
explore different countries and immerse herself in diverse cultures. She also
loves returning to her hometown in Toronto, Canada to spend time with her family
and friends.  Wendy maintains a healthy lifestyle by staying active through
regular workouts at the gym and indulging in the relaxation of massages.

With her extensive experience, unwavering dedication, and entrepreneurial spirit,
Wendy is an invaluable asset to the firm. Her ability to navigate the complexities
of business management while fostering meaningful relationships underscores
her commitment to excellence. Whether she’s strategizing marketing initiatives or
overseeing day-to-day operations, Wendy’s leadership and passion for success
are evident in all aspects of her work.

Phone:

321-250-3577

Fax:

321-250-3985

Email:

Ana is a dedicated legal professional committed to helping families plan their
future and secure their legacy through estate planning and probate. Fluent in
English, Spanish, and Portuguese, Ana is passionate about providing top-notch
customer service and legal support to clients from diverse backgrounds.

A proud graduate of the Brazilian Lutheran University, Ana brings a unique
perspective to her practice, blending her legal expertise with a background in
psychology. With a deep understanding of human behavior and motivations, she
is able to connect with clients on a personal level, guiding them through the
complexities of estate law with empathy and compassion.

Outside of her legal practice, Ana is a devoted mother to two wonderful girls. She
values family above all else and understands the importance of protecting and
preserving one's legacy for future generations. When she’s not assisting clients
or spending time with her family, you can find Ana enjoying the beach or
indulging in her love for all things Disney.

With her unique blend of legal expertise, language proficiency, and genuine
passion for helping others, Ana is a trusted advocate for families seeking
guidance in estate planning and probate matters. Whether you're drafting a will,
establishing a trust, or navigating the probate process, you can rely on Ana to
provide the personalized attention and comprehensive support you need to
achieve your estate planning goals.

Phone:

321-250-3577

Fax:

321-250-3985

Email:

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