Main Synergy InSights Blog Category
Leif Lundberg, LL.M and Ben Eisler, JurisPrudent Deferral Solutions Takeaways Defer compensation like Fortune 500 executives do, so your money grows faster. Tie your fee to the returns of investments that you select – stocks, bonds, real estate, etc. Gain access to low-interest loans, as needed, to fund cases (currently 3-4%). Use “golden handcuffs” to […]
Bet On Your Health! A pre-tax and tax-deferred attorney fee structure offers great benefits to attorneys who earn contingent legal fees. In essence, it is an unlimited retirement investment vehicle exclusively for attorneys. Using annuity based fee structures, an attorney can get a guaranteed competitive fixed rate of return. The returns are typically similar to […]
Are you Cutting A Check to the IRS this Year? By Daniel J. Alvarez, J.D. and Anthony F. Prieto, Jr., CFP® As the tax season draws to a close, you may be reviewing your tax return with some displeasure. Did you cut too large of a check to the Department of Treasury for your 2014 […]
Attorney Fee Deferral Programs By Daniel J. Alvarez, J.D. and Anthony F. Prieto, Jr., CFP® Due to the contingent nature of compensation as a plaintiff lawyer, unique retirement planning options exist especially for you. Below we compare and contrast traditional small business retirement plans with some of the unique tax deferred planning options available when […]