Skip to main content

Site Navigation

Site Search

why work with us

Become future ready.

For many lawyers, becoming a partner is a priority, yet it's surprising how few are prepared for the financial implications of such an undertaking. In fact, many are uninformed about what joining a law firm partnership really entails, both in terms of the financial commitment and the personal wealth management the partnership requires.

We're here to Help

Navigate your new financial concerns including:

  • Tax return preparation with self-employment tax
  • Tax extensions to accommodate for K-1 distribution
  • Quarterly estimated tax payments
  • Changes in cash flow and solutions to accommodate for less income, such as home equity loans
  • Increased insurance needs and estate planning responsibilities
  • Immediate retirement plan payments
  • How to prepare for your child's education while paying your school loans
  • Best practices for your federal, state, multi-state and foreign income tax planning

Ready to talk? Connect with us today

Contact our Team
up arrow Scroll to Top