Robert W. Nelson

Howdy, Texans! In the complex world of finance, business, and personal wealth, navigating tax laws and planning for the future requires an attorney with a unique blend of legal prowess and financial acumen. For those right here in San Antonio and across the Lone Star State, Robert W. Nelson stands out as a highly distinguished lawyer, bringing an exceptional level of expertise to the fields of tax law and estate planning.

Robert W. Nelson is not just an attorney; he is board certified in both Tax Law and Estate Planning and Probate Law by the Texas Board of Legal Specialization. This dual certification signifies a profound level of expertise and a commitment to the highest standards in these intricate legal areas. What's more, his background as a Certified Public Accountant (CPA) provides him with unique insight into the complex interplay between accounting and tax rules, offering clients a holistic and incredibly valuable perspective on their financial and legal situations.

As a co-leader of Dykema’s Tax Group, a leading national law firm, Robert W. Nelson advises a diverse clientele, ranging from privately held family businesses and Mexican-owned U.S. businesses to large corporations and individuals. He is adept at handling a wide variety of complex tax matters, including business tax planning, partnership tax planning, international tax planning, and federal and state tax controversy. For Texans looking to optimize their tax strategies, protect their assets, or navigate challenging tax disputes, Robert W. Nelson offers a level of expertise and strategic thinking that is truly exceptional.

This overview aims to provide you with a clear, engaging, and factual insight into what makes Robert W. Nelson an indispensable resource for local Texans seeking sophisticated legal and financial guidance. His consistent recognition among "The Best Lawyers in America®" and "San Antonio's Top Attorneys" further solidifies his standing as a trusted and highly capable legal professional in our community.

For those of us in the San Antonio area seeking top-tier legal advice, convenience and accessibility are important considerations. Robert W. Nelson practices at the San Antonio office of Dykema, located at 112 E Pecan St # 1800, San Antonio, TX 78205, USA. This address places the firm squarely in the heart of downtown San Antonio's bustling business district, making it highly accessible for clients throughout the city and surrounding regions.

East Pecan Street is a well-known and central thoroughfare, ensuring the office is not only easy to find but also convenient to reach. Given its downtown location, the office is likely well-served by VIA Metropolitan Transit bus routes, offering a practical public transportation option for those who prefer not to drive. For clients traveling by car, downtown San Antonio provides numerous public parking garages and metered street parking spaces nearby. It's always advisable to research parking options in advance or inquire with the firm directly when planning your visit to ensure a smooth arrival.

The central placement of Dykema's office also means it's in close proximity to other key financial institutions, businesses, and legal entities in San Antonio. This strategic location facilitates collaborative efforts and efficient communication, which can be crucial when dealing with complex tax, business, and estate planning matters that often involve multiple parties. For Texans who prioritize both expert legal counsel and convenient access, this San Antonio office is ideally situated to meet their needs.

Robert W. Nelson specializes in a comprehensive range of services within tax law and estate planning, offering sophisticated counsel to individuals, families, and businesses. His background as a CPA uniquely positions him to advise on the intricate financial aspects of these legal areas. Here are the key services he provides:

• Business Tax Planning: Advising businesses on strategies to minimize tax liabilities, ensure compliance, and structure transactions in a tax-efficient manner.
• Partnership Tax Planning: Guiding partnerships through complex tax regulations, including formation, operation, and dissolution, to optimize tax outcomes.
• Estate Planning and Administration: Developing comprehensive estate plans, including wills, trusts, and powers of attorney, to protect assets, minimize estate taxes, and ensure the orderly transfer of wealth. This also includes guiding fiduciaries through the probate process.
• International Tax Planning: Providing counsel on tax implications for cross-border transactions, international investments, and Mexican-owned U.S. businesses, navigating complex international tax treaties and regulations.
• Federal Tax Controversy: Representing clients in disputes with the Internal Revenue Service (IRS), including audits, appeals, and litigation in U.S. Tax Court.
• State Tax Controversy: Handling disputes with state and local taxing authorities in Texas, ensuring clients are properly represented in audits and appeals.
• Healthcare Tax Planning: Advising healthcare entities on specific tax issues relevant to their industry.
• Family Business Transition Team: Offering specialized guidance for privately held family businesses on succession planning, ownership transfers, and tax-efficient transitions to future generations.
• Probate, Trust & Fiduciary Litigation: Representing clients in disputes related to wills, trusts, and the administration of estates.
• Non-Profit Tax Counsel: Advising non-profit organizations on tax-exempt status, compliance, and other tax-related matters.
• Real Estate Tax Incentives and Economic Development: Providing counsel on tax incentives related to real estate projects and economic development initiatives.
• Corporate & Securities Law: (As part of Dykema's broader offerings and Robert W. Nelson's general expertise) Advising on corporate law matters, including entity formation, governance, and securities.

Robert W. Nelson's legal practice is distinguished by a combination of exceptional qualifications and a client-focused approach, making him a highly respected and effective attorney in San Antonio and across Texas:

• Dual Board Certifications: He is board certified in both Tax Law and Estate Planning and Probate Law by the Texas Board of Legal Specialization. This dual certification is a rare and significant indicator of deep, specialized expertise and a commitment to the highest professional standards in these complex fields.
• Certified Public Accountant (CPA) Background: His prior experience and ongoing CPA designation provide him with a unique and invaluable understanding of the financial and accounting aspects that underpin tax and estate planning. This allows for more comprehensive and insightful legal advice.
• "Lawyer of the Year" Recognition: Robert W. Nelson has been named “Lawyer of the Year” by The Best Lawyers in America® for Tax Law in both 2022 and 2024. This prestigious award signifies exceptional peer recognition for his professional abilities and integrity.
• Consistent Top Tier Recognition: He has been consistently recognized in The Best Lawyers in America® for Tax Law since 2010 (through 2024) and by San Antonio Magazine in “San Antonio’s Top Attorneys” for Tax Law from 2019-2022.
• Co-Leader of Dykema's National Tax Group: His role as co-leader within a prominent national law firm, Dykema, demonstrates his leadership in the field and provides access to extensive resources and a broad network of legal professionals.
• Comprehensive Tax Expertise: He offers in-depth advice on a wide range of tax matters, including business, partnership, and international tax planning, as well as federal and state tax controversy, catering to diverse client needs from individuals to large corporations.
• Expertise in Family Business Transition: He provides specialized counsel for privately held family businesses, assisting with complex transitions, succession planning, and related tax implications.
• Accessible and Insightful Counsel: His combined legal and accounting expertise enables him to provide clients with "unique insight into the complex interplay between accounting and tax rules," ensuring clear, strategic, and practical advice.
• Strong Academic Background: Robert W. Nelson holds a J.D. from the University of Houston Law Center (1989) and a MACC and B.S./B.A. (magna cum laude) from Brigham Young University (1984, 1985), providing a strong academic foundation for his practice.

As a highly specialized and distinguished attorney operating within a national law firm, Robert W. Nelson, like many top-tier legal professionals in his field, does not typically offer conventional "promotions" or "special offers" in the retail sense. His value proposition is based on his extensive expertise, board certifications, CPA background, and proven track record in complex tax and estate planning matters.

Legal fees for the sophisticated services he provides are generally structured based on the complexity, scope, and time commitment required for each unique client situation. These matters often involve significant assets, intricate financial structures, and long-term planning, where the strategic value of expert legal and tax advice far outweighs any potential for discounted rates.

Prospective clients interested in Robert W. Nelson's services are encouraged to contact Dykema's San Antonio office directly. During an initial consultation, clients can expect a professional discussion regarding their specific needs, an assessment of their legal and financial situation, and a transparent understanding of how the firm's fees would be structured for their particular case. The focus is on providing tailored, high-value solutions rather than short-term promotional incentives.

If you or your business in San Antonio or elsewhere in Texas requires sophisticated legal counsel in the areas of tax law, estate planning, or related business matters, you can reach Robert W. Nelson at the Dykema office in San Antonio.

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

It is highly recommended to call the office to schedule a consultation. This direct line of communication will allow you to discuss your specific legal and financial needs confidentially and learn how Robert W. Nelson’s unique blend of legal and accounting expertise can be applied to your situation. Given the complexity of tax and estate matters, timely and expert advice is paramount.

For Texans, especially those in the San Antonio area who are navigating the intricate worlds of business, personal wealth, and multi-generational planning, Robert W. Nelson offers a uniquely suitable and highly advantageous legal partnership. His specialized expertise directly addresses some of the most critical and complex financial and legal needs faced by individuals and businesses in our state.

Firstly, his dual board certifications in Tax Law and Estate Planning and Probate Law by the Texas Board of Legal Specialization are a testament to his profound knowledge and commitment to excellence. This means Texans are consulting with an attorney who is officially recognized as an expert in these challenging fields. Coupled with his background as a Certified Public Accountant (CPA), Robert W. Nelson offers a rare and incredibly valuable interdisciplinary approach. He understands not just the legal statutes but also the financial mechanics and accounting implications, providing a holistic strategy that few others can match. This integrated perspective is crucial for Texans looking to minimize tax burdens, structure business transactions efficiently, or plan their estates for future generations.

Secondly, his role as a co-leader of a national firm's Tax Group and his consistent recognition as a "Lawyer of the Year" and "Top Attorney" mean that San Antonio locals have access to world-class legal talent right in their backyard. He brings the resources and cutting-edge insights of a large firm, combined with a direct, personalized approach that resonates with Texans' values. Whether it's a privately held family business looking to transition ownership or an individual seeking to navigate international tax complexities, Robert W. Nelson provides the sophisticated guidance required.

Finally, his physical presence in downtown San Antonio ensures convenient access for local clients, fostering stronger relationships and facilitating direct communication. For any Texan seeking to protect their assets, optimize their financial strategies, or resolve complex tax controversies, Robert W. Nelson offers unparalleled expertise and a trusted hand, making him an ideal choice for navigating the financial and legal landscape of the Lone Star State.