Subscribe

Ready to Register?

MyLawCLE All-Access Pass

Best choice

Add the All-Access Pass and get this program —
plus 1,000+ live CLE programs every year.

All specialty & ethics credits included
38 practice areas
New sections: AI & the Law, Practice Management
100s of current and trending legal topics
Nationally recognized and highly experienced presenters
$395 / year — this program included
Register with the All-Access Pass

This program + 1,000+ CLE programs, all year

Or register for just this program

On-Demand Video

Recorded access + self-study credit.
$195 Register

The Lawyer’s Guide to Tax Write-Offs: Keep More Revenue, Cut Risk, Stay Audit-Ready (2026 Edition)

Stop overpaying. Master audit-proof deductions, smart entity structuring, and year-round tax strategies built for law firms—and keep more of what you earn starting today.
Register for this program
JOIN PROGRAM

2026-03-20 13:00:00

Adam Williams

Pennywise Tax Strategies

Jacqueline R. Williams

Pennywise Tax Strategies

View speakers

Program Details

2026-03-20 13:00:00

2026-03-20 13:00:00

2h CLE Credits

2026-03-20 13:00:00

See credits by state

Adam Williams

Pennywise Tax Strategies

Jacqueline R. Williams

Pennywise Tax Strategies

View speakers

Program Details

2026-03-20 13:00:00

Program Details

2026-03-20 13:00:00

Over 1,000+ webinars

2026-03-20 13:00:00

Course Overview

Keep More of What You Earn

2026-03-20 13:00:00

Attorneys will learn to identify legitimate deductions, structure their practice efficiently, and implement year-round tax planning. Apply defensible strategies immediately to reduce liability and improve firm profitability.

Format

CLE Credit

2h CLE Credits

Level

Intermediate

Length

2

Key topics that will be covered

01
Tax basics
How the IRS views law practices and where lawyers face unique scrutiny.
02
Core deductions
Which common law firm expenses are deductible and how to document them.
03
Entity structure
How business structure and compensation method directly affect how much tax you pay.
04
Tax planning
How to build a year-round system with goals, tracking tools, and advisors.
05
Simple wins
Expense tracking, retirement planning, and key deductions that improve cash flow quickly.
06
Advanced strategies
Higher-level strategies that create meaningful savings within the line of legitimate planning.

Program schedule

clock 1:00 pm - 2:00 pm EST

Foundations of Smart Tax Planning for Lawyers: Deductions, Structure, and Staying Within the Lines

Attorneys will learn how the IRS views law practices, which deductions hold up under scrutiny, and how entity structure and compensation decisions directly affect tax liability—all grounded in lawful, defensible strategies.

Adam WilliamsAdam Williams
Jacqueline R. WilliamsJacqueline R. Williams
clock 2:10 pm - 3:10 pm EST

Strategic Tax Planning in Practice: Implementing, Optimizing, and Monitoring for Law Firms

This session moves strategy into execution—covering year-round tax planning, retirement and pass-through strategies, bonus depreciation, real estate integration, and how to distinguish legitimate tax deferral from schemes that create compliance risk.

Adam WilliamsAdam Williams
Jacqueline R. WilliamsJacqueline R. Williams
Adam Williams

Adam Williams

Pennywise Tax Strategies

Jacqueline R. Williams

Jacqueline R. Williams

Pennywise Tax Strategies

Adam Williams

Adam Williams

Pennywise Tax Strategies

Adam Williams, Esq. is a tax lawyer and entrepreneur dedicated to helping business owners, professionals, and high-earning individuals keep more of what they earn through strategic, lawful tax planning. As co-founder of Pennywise Tax Strategies, Adam combines deep legal expertise with an entrepreneurial mindset to create proactive solutions that increase after-tax income and improve financial outcomes for his clients.

Education & Credentials

Adam holds a J.D. and an M.B.A. from the University of Pittsburgh and earned his undergraduate degree in Business from Penn State Behrend. His academic background blends legal acumen with business strategy, providing a strong foundation for practical tax planning and advisory work.

Recognition & Leadership

A recognized leader in his community, Adam was named to the Erie Reader “40 Under 40” and has been selected multiple times as a Pennsylvania Super Lawyers Rising Star. He brings a results-oriented approach to every client engagement and has earned accolades for his work supporting entrepreneurs and small business owners.

Professional Involvement

Adam has served on the boards of the Erie County Bar Association, Lakeshore Community Services, the Innovation Collaborative, and the Erie Art Museum, demonstrating his commitment to civic engagement and professional leadership. He is also an active speaker and thought leader on tax strategy and business growth.

Experience

Before co-founding Pennywise Tax Strategies with his CPA partner, Adam built and grew Rust Belt Business Law, a firm focused on supporting entrepreneurs and small business owners. There, he developed a practical, service-oriented approach that combines legal insight with real-world business strategy. At Pennywise, Adam uses that experience to help clients identify opportunities for tax savings, avoid common pitfalls, and implement defensible, year-round tax plans. He is passionate about
Jacqueline R. Williams

Jacqueline R. Williams

Pennywise Tax Strategies

Jacqueline R. Williams, CPA, is a seasoned accounting professional and tax strategist who helps business owners reduce tax liability and keep more of their hard-earned profits. As co-founder of Pennywise Tax Strategies, she blends deep technical expertise with a client-centric approach to deliver proactive, lawful tax planning solutions for small business owners and entrepreneurs.

Education & Credentials

Jacqueline is a Certified Public Accountant (CPA) and a Certified Tax Planner with nearly two decades of accounting and tax planning experience. Her professional foundation includes rigorous training and certification in accounting and tax strategy, and she brings sophisticated technical knowledge to complex tax challenges.

Recognition & Leadership

Throughout her career, Jacqueline has distinguished herself as a trusted advisor within the small business community. She has been instrumental in building systems that help clients navigate tax incentives and relief programs and has earned respect for her practical, results-oriented approach to tax strategy. Her leadership at Pennywise Tax Strategies reflects a commitment to measurable client outcomes and continuous innovation.

Professional Involvement

In addition to her professional practice, Jacqueline is actively involved in community service, including serving on the Finance Committee of the nonprofit Emma’s Footprints. She also shares her insights publicly as a speaker and thought leader on tax strategy, helping audiences understand actionable ways to improve financial performance.

Experience

With nearly 20 years of experience, Jacqueline’s background includes Big 4 auditing and accounting policy at a Fortune 500 firm, where she developed a strong foundation in technical accounting and governance. During the pandemic, she built systems to help small businesses secure and retain relief funds such as the Payroll Protection Program and Employee Retention Tax Credit. Today, she leads Pennywise Tax Strategies alongside her husband and co-founder, helping clients proactively document and implement tax positions that align with the tax code.
Adam Williams

Adam Williams

Pennywise Tax Strategies

Adam Williams, Esq. is a tax lawyer and entrepreneur dedicated to helping business owners, professionals, and high-earning individuals keep more of what they earn through strategic, lawful tax planning. As co-founder of Pennywise Tax Strategies, Adam combines deep legal expertise with an entrepreneurial mindset to create proactive solutions that increase after-tax income and improve financial outcomes for his clients.

Education & Credentials

Adam holds a J.D. and an M.B.A. from the University of Pittsburgh and earned his undergraduate degree in Business from Penn State Behrend. His academic background blends legal acumen with business strategy, providing a strong foundation for practical tax planning and advisory work.

Recognition & Leadership

A recognized leader in his community, Adam was named to the Erie Reader “40 Under 40” and has been selected multiple times as a Pennsylvania Super Lawyers Rising Star. He brings a results-oriented approach to every client engagement and has earned accolades for his work supporting entrepreneurs and small business owners.

Professional Involvement

Adam has served on the boards of the Erie County Bar Association, Lakeshore Community Services, the Innovation Collaborative, and the Erie Art Museum, demonstrating his commitment to civic engagement and professional leadership. He is also an active speaker and thought leader on tax strategy and business growth.

Experience

Before co-founding Pennywise Tax Strategies with his CPA partner, Adam built and grew Rust Belt Business Law, a firm focused on supporting entrepreneurs and small business owners. There, he developed a practical, service-oriented approach that combines legal insight with real-world business strategy. At Pennywise, Adam uses that experience to help clients identify opportunities for tax savings, avoid common pitfalls, and implement defensible, year-round tax plans. He is passionate about
Jacqueline R. Williams

Jacqueline R. Williams

Pennywise Tax Strategies

Jacqueline R. Williams, CPA, is a seasoned accounting professional and tax strategist who helps business owners reduce tax liability and keep more of their hard-earned profits. As co-founder of Pennywise Tax Strategies, she blends deep technical expertise with a client-centric approach to deliver proactive, lawful tax planning solutions for small business owners and entrepreneurs.

Education & Credentials

Jacqueline is a Certified Public Accountant (CPA) and a Certified Tax Planner with nearly two decades of accounting and tax planning experience. Her professional foundation includes rigorous training and certification in accounting and tax strategy, and she brings sophisticated technical knowledge to complex tax challenges.

Recognition & Leadership

Throughout her career, Jacqueline has distinguished herself as a trusted advisor within the small business community. She has been instrumental in building systems that help clients navigate tax incentives and relief programs and has earned respect for her practical, results-oriented approach to tax strategy. Her leadership at Pennywise Tax Strategies reflects a commitment to measurable client outcomes and continuous innovation.

Professional Involvement

In addition to her professional practice, Jacqueline is actively involved in community service, including serving on the Finance Committee of the nonprofit Emma’s Footprints. She also shares her insights publicly as a speaker and thought leader on tax strategy, helping audiences understand actionable ways to improve financial performance.

Experience

With nearly 20 years of experience, Jacqueline’s background includes Big 4 auditing and accounting policy at a Fortune 500 firm, where she developed a strong foundation in technical accounting and governance. During the pandemic, she built systems to help small businesses secure and retain relief funds such as the Payroll Protection Program and Employee Retention Tax Credit. Today, she leads Pennywise Tax Strategies alongside her husband and co-founder, helping clients proactively document and implement tax positions that align with the tax code.

Credits by state

AK2.0
AL2.0
AR2.0
AZ2.0
CA2.0
CO2.0
CT2.0
DC
DE2.0
FL2.5
GA2.0
HI2.0
IA2.0
ID2.0
IL2.0
IN2.0
KS2.0
KY2.0
LA2.0
MA2.0
MD2.0
ME2.0
MI2.0
MN2.0
MO2.4
MS2.0
MT2.0
NC2.0
ND2.0
NE2.0
NH120.0
NJ2.0
NM2.0
NV2.0
NY2.0
OH2.0
OK2.5
OR2.0
PA2.0
RI2.5
SC2.0
SD2.0
TN2.0
TX2.0
UT2.0
VA2.0
VT2.0
WA2.0
WI2.0
WV2.4
WY2.0

Upcoming Live Online CLE Broadcasts

H-1B in 2026: The New Rules, $100,000 Fee, and Employer Compliance Risks

September 14, 2026

Inside the Federal Collection Machine: Defending Business Owners on Defaulted COVID EIDL Loans in 2026

September 14, 2026

The $2,500-Per-Record Federal Claim: Prosecuting and Defending DPPA Class Actions Over DMV-Sourced Data

September 14, 2026

Guide to Foreign Asset Protection Trusts: How Estate Planners Can Add an Underserved Lucrative Practice Area

September 14, 2026

Rollover Equity in PE Roll-Ups: Structuring and Negotiating the Founder’s Minority Stake

September 15, 2026

Worker Classification in 2026: Advising and Defending While DOL’s New Rule Is Still Only Proposed

September 15, 2026

AI Voice and the TCPA: Bringing and Defending the New Class Actions

September 15, 2026

The Injury Layer of the Revenue-Share Deal: Medical Disqualification Clauses and Post-Eligibility Coverage

September 15, 2026

IEEPA Tariff Refunds After Learning Resources: Recovering the Duties and Litigating the Pass-Through

September 16, 2026

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

10,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

MCLE Credits

Alabama
Approved
2 General
Alaska
Approved
2 General
iOur programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Arizona
Approved
2 General
Arkansas
Approved
2 General
California
Approved
2 General
Colorado
Pending
2 General
Connecticut
Approved
2 General
Delaware
Pending
2 General
District of Columbia
No Required
No MCLE Required
Florida
Approved
2.5 General
iReceive CLE credit in Florida via Attorney Submission.
Georgia
Approved
2 General
Hawaii
Approved
2 General
Idaho
Pending
2 General
Illinois
Pending
2 General
Indiana
Pending
2 General
Iowa
Pending
2 General
Kansas
Pending
2 Substantive
Kentucky
Approved
2 General
Louisiana
Pending
2 General
Maine
Pending
2 General
Maryland
No Required
2 CLE Hour(s)
Massachusetts
No Required
2 CLE Hour(s)
Michigan
No Required
2 CLE Hour(s)
Minnesota
Approved
2 General
Mississippi
Approved
2 General
Missouri
Approved
2.4 General
Montana
Pending
2 General
Nebraska
Pending
2 General
imyLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
Nevada
Pending
2 General
New Hampshire
Approved
120 General minutes
iAs of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey
Approved
2 General
iOur programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico
Approved
2 General
New York
Approved
2 General
iOur programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
North Carolina
Approved
2 General
North Dakota
Approved
2 General
iOur programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Ohio
Approved
2 General
Oklahoma
Pending
2.5 General
Oregon
Approved
2 General
Pennsylvania
Approved
2 General
Rhode Island
Pending
2.5 General
South Carolina
Pending
2 General
South Dakota
No Required
2 CLE Hour(s)
Tennessee
Approved
2 General
Texas
Approved
2 General
Utah
Pending
2 General
Vermont
Approved
2 General
Virginia
Not Eligible
2 General Hours
Washington
Approved
2 Law & Legal Hours
iReceive CLE credit in Washington via attorney submission.
West Virginia
Pending
2.4 General
Wisconsin
Approved
2 General
Wyoming
Pending
2 General

Alabama

Requirements

The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.  

Formats

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs