Hands signing papers

Gerald Winters

Principal Attorney, Certified Mediator, & CPA

Before attending law school, I earned an MBA and ran my own successful business. That experience has given me great insight into the many business and financial situations my clients are in today.

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Practice Areas

Diligently Working for You, No Matter the Circumstance

"The Relationships I have with my clients often evolve into lasting partnerships."

Everything about my practice is personal. Families turn to me to help them care for their loved ones as they age, entrepreneurs lean on me to form their first businesses, and everyday folks contact my firm with questions about their taxes. Through these situations, I get the opportunity to understand not only the legal matter at hand, but the life of the individual behind it.

Though I enjoy getting to know my clients, these relationships also serve a larger purpose. You see, the areas I practice overlap. Once you start a business, for example, you may need additional help with your taxes. Furthermore, you may want to plan for the future of your company should you choose to retire or want to plan for the unexpected. And that’s just one example. Many areas of the law intertwine.

Let's sort through things together

meet with me one-on-one to discuss your situation

Put my business & financial background to work for you

because of my diverse education, I possess a unique understanding of estate, business, and tax law

The Knowledge I Gained as a CPA

During my time as a certified public accountant, I cultivated an invaluable skill set. After all, while my legal education has given me a deep understanding of tax law, I would not be the tax attorney I am today without my background in accounting. Due to my far-reaching experience, I am competent in unraveling even the most complex tax mysteries and disputes.

My CPA training benefits my estate planning practice, too. In the process of drafting comprehensive wills and trusts, I carefully account for every asset and plan for any tax burdens that may arise, often facilitating a much smoother inheritance for the heirs of my clients.

Further Supported by an MBA

Prior to becoming certified as a CPA, I made sure to establish a solid foundation in business both in and out of the classroom, and the acumen I’ve attained has served me well. Not only am I better able to run my own practice than I otherwise would be; I am able to help other small business owners fulfill their dreams, as well.

Here to Skillfully Serve You

Regardless of why you initially seek my counsel, I will analyze your situation from a variety of perspectives. My extensive educational background allows me to design thorough and resourceful solutions that prevent details from slipping through the cracks. More so, even though I have learned a lot already, I strive to continuously grow.