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Discover the Strategy That Personal Injury Attorneys Use to help Manage Future Liability
Propel your practice to new heights with our exclusive strategy designed specifically for contingency-fee-based attorneys. Discover the pinnacle of managing future tax liability planning and boost your revenue and clientele, helping to ensuring long-term success and financial stability.
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Harness the Advantages of this Exclusive Strategy
As a personal injury attorney, you possess the unparalleled advantage to defer the receipt of your legal fees to future tax years, a privilege not available to other professionals—even other attorneys. This powerful strategy was exclusively designed to help strengthen your financial future.
Why consider this strategy? You’ll get:
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Exclusive Access
Optimized Wealth Building
Maximized Control & Flexibility
To keep it simple, this is one of the best retirement planning techniques only available to Personal Injury attorneys.
Here’s how this exclusive strategy can transform your practice.
Enhanced wealth accumulation
Leverage the most effective way for PI attorneys to help manage future tax liability and accumulate wealth.
Assured future objectives
Help ensure that your future personal and firm objectives are met with confidence.
Optimal cash-flow management
Risk mitigation
Normalize your firm’s cash flows and maintain opportunities to retain essential employees.
Participate in market upside while having confidence in total principal protection.
Take a Fresh Perspective on Structured Settlement Annuities.
This strategy not only integrates principal protection and assists with managing future tax liability, but it also obtains potential market-based payment growth over your desired installment payout period. This approach offers stability, tax efficiency, and market-linked growth to meet your retirement planning objectives. Achieve control over your financial future by deciding when to receive payments and determining the guaranteed payment amounts.
Frequently Asked Questions
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Must the claimant structure his/her own portion in order to structure attorney’s fees?
No. The claimant need not structure his/her own portion in order to structure the attorney’s fees.
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Can I structure fees already paid to me?
No. The IRS does not allow structuring money after there has been actual or constructive receipt of the fees or an impermissible economic benefit from the fees.
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Can I defer tax on fees paid on cases other than physical injury or workers’ compensation cases?
No. Tax may be deferred on attorney’s fees only for amounts received as workers’ compensation and/or damages on account of personal physical injury or physical sickness.
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Can I structure cases after the judgment is final?
No. The settlement agreement must be completed before the judgment is final. After the judgment is final, you are considered to be in constructive receipt of the fees.
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Can I name or change a beneficiary?
Yes. The attorney can change the beneficiary as long as payments are being made to the attorney as an individual and not to a firm.
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Transform your practice.
Help to redefine your practice with this strategy! It can preserve value, manage risk and future tax liability to provide long-lasting success and a prosperous future.
Don’t let this exclusive opportunity pass by! Complete the form to explore how this strategy can benefit your practice, boost your revenue, and help you gain new clients, so that unparalleled growth and stability for your firm is within reach.
All Rights Reserved | Beacon Retirement Planning Group, Inc.
2100 Palomar Airport Road, Suite 214-8, Carlsbad, CA 92011
Advisory Services offered through CreativeOne Wealth, LLC an Investment Advisor. Beacon Retirement Planning Group, Inc. and CreativeOne Wealth, LLC are not affiliated.
Licensed Insurance Professional. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.
Annuities are insurance products backed by the claims-paying ability of the issuing company; they are not FDIC insured; are not obligations or deposits of, and are not guaranteed or underwritten by any bank, savings and loan or credit union or its affiliates; are unrelated to and not a condition of the provision or term of any banking service or activity.