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Lawyers

Craig M Bergez

Craig M Bergez

Porter Hedges LLP, United States

Work Department

Tax

Position

Craig Bergez counsels private companies regarding general business matters, and provides tax advice in connection with planning transactions.

Craig’s practice principally involves advising middle market private companies (including family-owned businesses), and their owners, management teams, and investors, regarding acquisition, divestiture, and joint venture transactions, general organizational and operational matters (including choice of entity considerations), capital investment transactions, and executive compensation matters. He also has a specialty in transactional tax planning matters (including for tax-exempt organizations). With his diverse background, Craig often functions as an Expert Generalist for high net worth individuals and their family offices.

Craig’s industry experience includes oil field and downstream services and products, construction, consumer products and services, real estate, financial services, business services, and industrial services and technologies.

In 2025, Craig will serve as the Chairman of the University of Texas School of Law 73rd Annual Taxation Conference (December 3 - 4 in Austin, Texas).

Memberships

University of Texas School of Law - 73rd Annual Taxation Conference (2025) – Chairman

University of Texas School of Law – 72nd Annual Taxation Conference (2024) – Vice Chairman

Adjunct Professor, University of Houston Law Center, Partnership Taxation (2011-2023), Business Planning (2004 - 2006).

Alliance of Merger & Acquisition Advisors – Member

Houston Bar Association, Tax Section, Member; Council (2009-Present); Chair (2013-2014); Chair-Elect (2012-2013); Secretary (2011-2012); Treasurer (2010-2011)

Houston Bar Association, Mergers & Acquisitions Section, Member

American Bar Association, Member

Wednesday Tax Forum, Member

The Center Foundation, Board of Trustees (2004-2009)

The Center Houston (f/k/a The Center Serving Persons with Mental Retardation), Board of Directors (1999-2004)

Education

LL.M., New York University School of Law, Taxation

J.D., University of California, Hastings College of the Law

B.A., University of California at Berkeley, Biology

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