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Dreading your next tax bill… but too busy running your firm to do anything about it?
In this special Breakout session live from the Great Legal Marketing (GLM) Summit, Adam and Jackie Williams of Pennywise Tax Strategies walk us through 7 smart tax moves every law firm owner should make before December 31st if you want to keep more and pay less.
You’ll hear how firm owners are legally:
- Using the tax code to put more cash back in their pocket
- Structuring their firm (and life) so they’re not tipping the IRS
- Leveraging strategies like renting their home, paying their kids, and big-ticket deductions the right way
- Moving from “reactive CPA” to proactive tax planning that actually supports their goals
This isn’t theory. It’s what Adam and Jackie are doing every day with lawyers who are tired of grinding more hours just to watch the IRS eat the upside.
Listen in, then grab the notes:
Want the session notes and key takeaways from GLM (plus other Summit sessions)? Download them here: https://www.glmsummitnotes.com/
When you see how much value you get just from the notes, you’ll understand why lawyers fly in every year for the GLM Summit to learn how to build a profitable firm and a life they actually enjoy.
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Brian Glass is a nationally recognized personal injury lawyer in Fairfax, Virginia. He is passionate about living a life of his own design and looking for answers to solutions outside of the legal field. This podcast is his effort to share that passion with others.
Want to connect with Brian?
Follow Brian on Instagram: @thebrianglass
Connect on LinkedIn
Chapters
1. December Priorities: Planning And Taxes (00:00:00)
2. Meet Adam And Jackie: Why Strategy Matters (00:02:06)
3. The Buffet Metaphor And Year-End Urgency (00:06:30)
4. Choosing The Right Entity Structure (00:09:50)
5. The Augusta Rule Done Right (00:16:11)
6. Home Office Reimbursements And Accountable Plans (00:22:06)
7. Hiring Your Kids The Right Way (00:27:41)
8. Bonus Depreciation: Cars, Planes, Equipment (00:30:41)
9. Real Estate, STR Loophole, And Cost Seg (00:37:51)
10. PTET, Retirement Options, And Captives (00:44:01)
11. What Your Accountant’s Job Should Be (00:50:11)
12. Free Resources And Final Takeaways (00:53:31)
247 episodes
