You may be able to leverage your retirement plan contributions to lower your annual income, while also taking advantage of the QBI deduction and score some significant additional tax savings as a “reward” for doing something you’d love to be doing anyway: saving for retirement.
A Thomson Reuters’ paper suggests most small law firms are failing to address these top three challenges to being highly successful. Our Strategic Networking for Attorneys events help lawyers just like you establish powerful connections and alliances on all three fronts.
We believe your personal financial plans deserve the same level of dedicated care you bring your clients every day. What does that look like? It consists of solid advice, strategic alliances, and a fiduciary relationship.
You’re not a pessimist. Rather, it’s how you learned to view the world in law school. Your credo goes something like, “First, find the downside,” as you represent your clients’ best interests. It’s why they engage you.
Investment fees can be devilishly difficult to determine whether they’re fees well-spent, no matter what your intelligence level. Many highly opaque and expensive investment loopholes remain quite well hidden.
Here is a dilemma for many attorneys and their families: For your professional interests and your personal wealth, how do you build and maintain one of your greatest assets – your finely tuned team – in your “spare” time? You identify that which you do best and love the most, and seek out expert assistance for the rest.