By Amicus Settlement Planners
The Settlement Planning Tips for Personal Injury Attorneys podcast helps PI lawyers navigate the unique legal and financial issues that arise near the settlement of a PI case.
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The podcast currently has 102 episodes available.
To schedule a 30-minute call with Greg Maxwell, please visit: https://go.oncehub.com/call-with-greg-maxwell
In this special episode, attorney Greg Maxwell shares a powerful tax planning strategy that allows plaintiff attorneys to significantly reduce their income taxes by deferring their contingent legal fees.
Contact Greg Maxwell at (801) 683-7362 or at [email protected] if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: [email protected]
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
To schedule a 30-minute call with Greg Maxwell, please visit: https://go.oncehub.com/Greg30MinCall
In this special episode, attorney Greg Maxwell shares with attorneys a powerful tax planning strategy that can significantly increase their client’s after-tax net recovery while providing them with liability protection and peace of mind.
Tune in to learn how this strategy can benefit both clients and attorneys in employment and labor law cases.
Contact Greg Maxwell at (801) 683-7362 or at [email protected] if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: [email protected]
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
To schedule a 30-minute call with Greg Maxwell, please visit: https://go.oncehub.com/Greg30MinCall
Since the Tax Cuts and Jobs Act of 2017, plaintiffs have been taxed on the full gross recovery in cases not based on personal injury (including the attorney fees). We call this the Plaintiff Double Tax Trap.
This special episode shares a powerful tax planning strategy that can help clients avoid paying the Plaintiff Double Tax Trap — which can double or triple the client's after-tax net recovery.
Contact Greg Maxwell at (801) 683-7362 or at [email protected] if you have any questions about this podcast episode.
— Rate & Review the Podcast —
https://amicus.llc/review
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: [email protected]
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
Plaintiff attorneys often ask us what the options are for clients to maintain needs-based government benefits after receiving a settlement.
In this episode, Greg Maxwell outlines the four main options available to clients on needs-based benefits, discusses the differences between them, and when each of the options may make sense for the client.
Contact Greg Maxwell at (801) 683-7362 or at [email protected] if you have any questions about this podcast episode.
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: [email protected]
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
A structured settlement annuity can be an excellent option for a client receiving a settlement from a personal injury.
In this episode, Greg Maxwell outlines the process of establishing a structured settlement annuity for a settling client.
Contact Greg Maxwell at (801) 683-7362 or at [email protected] if you have any questions about this podcast episode.
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: [email protected]
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
If a past client finds themselves in a situation where they may need/want immediate access to cash, it's not uncommon for them to be tempted by predatory factoring companies. (Think of the commercials with the singing, dancing Vikings...)
In this episode, Greg Maxwell discusses how attorneys can help a client who has decided to sell their future annuity payment get the best possible deal.
Contact Greg Maxwell at (801) 683-7362 or at [email protected] if you have any questions about this podcast episode.
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: [email protected]
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
In addition to the typical tax planning strategies recommended to most business owners (e.g., 401(k), IRAs, etc.), personal injury attorneys have access to some powerful tax planning options that are unique to contingency fee-based attorneys.
In this episode, Greg Maxwell shares how contingency fee-based attorneys can defer their taxes and grow their wealth using both traditional options and the unique options available to them.
Contact Greg Maxwell at (801) 683-7362 or at [email protected] if you have any questions about this podcast episode.
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: [email protected]
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
When we work with a client to set up a settlement trust, one of the most important decisions we make with the client is helping them choose the trustee of the trust.
In this episode, Greg Maxwell discusses the two most common trustee options, outlines the important differences between the two, and gives some guidance on what we typically recommend.
Contact Greg Maxwell at (801) 683-7362 or at [email protected] if you have any questions about this podcast episode.
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: [email protected]
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
For clients in a low-income tax bracket, not every client necessarily needs the tax benefits that a structured settlement annuity provides. In some cases, a fixed income annuity may be the better option (due to higher long-term rates of return).
In this episode, Greg Maxwell talks about the differences between a structured settlement annuity and a fixed income annuity, and the situations when one tool may make more sense for your clients.
Contact Greg Maxwell at (801) 683-7362 or at [email protected] if you have any questions about this podcast episode.
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: [email protected]
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
We work with contingency fee-based attorneys nationwide to help them establish deferred compensation plans.
In this episode, Greg Maxwell shares the specific planning approach that has yielded the best results for our clients. (Hint: it doesn't involve waiting for the "big one" to defer fees).
Contact Greg Maxwell at (801) 683-7362 or at [email protected] if you have any questions about this podcast episode.
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: [email protected]
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
The podcast currently has 102 episodes available.