Blog and Resources
Financial news you don't want to miss.
Financial Advice for Lawyers: Why Specialized Opinions Matter
April 08, 2025Lawyers are high earners, but their financial lives are far from simple. Unlike professionals with predictable salaries,...
Key Wealth Management Services for Lawyers to Consider
April 08, 2025For attorneys, financial success is about more than just earning a high salary. Lawyers often face unique challenges—irr...
Structured Legal Fees and QSFs
March 20, 2025In the world of attorney contingent fees, having the flexibility to choose when and how much income you can defer can be...
Financial Advisors for Lawyers: How to Choose The Right Partner for Your Finances
March 10, 2025Financial Advisors for Lawyers: How to Choose The Right Partner for Your Finances Attorneys spend years mastering the la...
Wealth Management for Attorneys: Tailored Strategies for Legal Professionals
March 10, 2025Attorneys are among the highest-earning professionals, yet many struggle with wealth creation due to high taxes, irregul...
Last Chance to Fund Your IRA for 2024 – Deadline Approaching!
March 04, 2025The IRA contribution deadline for 2024 is fast approaching! You have until April 15, 2025, to fund your Traditional or R...
Tax Treatment of Home Energy Rebates
June 01, 2024The IRS has recently issued guidance on the federal income tax treatment of state-offered home energy rebates funded by ...
Q2 2024 Newsletter
April 11, 2024This newsletter edition contains the following articles of interest: Key Retirement and Tax Numbers for 2024 Extreme Wea...
Tax-efficient Investing Strategies
April 11, 2024Are you looking to maximize your investment returns while minimizing your tax burden? In this video, Laurance Kersh, CFP...
There's Still Time to Fund an IRA for 2023
February 15, 2024The tax filing deadline is fast approaching, which means time is running out to fund an IRA for 2023. If you had earned ...