The financial planning steps lawyers can take now to minimize surprises and maximize savings. 

You’ve built your firm by making smart decisions. But when it comes to your own finances, most lawyers are still guessing, or waiting until tax season to find out what they owe. 

This session is about putting a strategy behind the money you’ve worked so hard to earn. We’ll dig into the overlooked cracks that drain wealth from firm owners and walk through practical, lawyer-specific planning steps you can still take before the year closes.

I’ll be joined by Frank Rekas, Founder of Palm Wealth Partners. Frank specializes in helping law firm owners reduce taxes, protect income, and build long-term financial freedom. And his Law Firm Owner’s Briefcase framework organizes your entire financial life on one page and creates a plan you’ll actually follow.

As with every LegalFenix Webinar, this will be another straight-shooting conversation with live Q&A.

What we’ll cover…

• Why “filing” isn’t tax planning and the moves you can still make in Q4
• How to pay yourself first (without putting the firm at risk)
• Retirement plan choices for law firm owners
• Entity and compensation decisions that make a tax difference
• Common protection gaps (income, insurance, succession) most owners miss
• The five cracks costing firm owners time, taxes, and control (and how to fill them)

Who should attend…

• Firm owners and partners who want to reduce tax exposure and improve planning
• Firms preparing budgets, hiring plans, or major investments for 2026
• Attorneys looking to align personal wealth building with firm growth
• Law firms without a clear picture for succession, retirement, or exit

This session is built for law firm owners who want more control over their money and less surprises from Uncle Sam. If you haven’t put a clear financial plan in place, you’re likely leaving money on the table.

Maybe you’ve been reinvesting everything back into staff, office space, or marketing and haven’t prioritized yourself. Or maybe you’ve wondered whether your current entity structure compensation approach, or retirement plan is actually optimized for tax savings.

By the end of this session, you’ll know where most firm owners go wrong, which financial moves are still available before the end of the year, and how to start building a roadmap that protects your income, minimizes taxes, and sets up long-term financial freedom.

Don’t wait until next tax season to react—join us live, ask your questions, and walk away with actionable steps you can put in place before December 31.