Making More from Contingent Fees

Jeremy Babener

Structured Consulting

Jeremy consults for plaintiffs and plaintiff lawyers on settlement issues. He serves on the legal committees of the three national settlement planning associations, and previously served in the U.S. Treasury’s Office of Tax Policy.

Greg Maxwell

Amicus Settlement Planners

Greg Maxwell, Esq., CFP®, advises plaintiff firms across the country on settlement planning, special needs planning, and income tax planning. He previously served as President of the Society of Settlement Planners.

On-Demand: November 8, 2023

$95.00 1 hour CLE

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Program Summary

A contingent fee is always more valuable when the receipt of it is deferred. You pay tax later, you pay less tax now, and you defer tax on investment earnings. You can invest deferred fees using any number of arrangements. But no matter which arrangement is used, the basic steps to avoid immediate taxation are the same. This presentation will walk through the steps needed, why they’re important, and provide recommended language you can use.

Key topics to be discussed:

The benefits and basis of deferred taxation
Treatment of the various deferred options
Steps needed so your deferral works

Date / Time: November 8, 2023

Closed-captioning available

Speakers

Jeremy Babener | Structured Consulting

Greg Maxwell | Amicus Settlement Planners

Agenda

I. The benefits and basis of deferred taxation | 2:00pm – 2:20pm

II. Treatment of the various deferred options | 2:20pm – 2:40pm

III. Steps needed so your deferral works | 2:40pm – 3:00pm