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, 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.
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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:
Date / Time: November 8, 2023
Closed-captioning available
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.
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
only $395 yearly
only $395 yearly