tax saving specialist for ATTORNEYS
Tax Attorney and CPA with 10+ YEARS EXPERIENCE
FIVE (5) Little known
Tax Savings Strategies Attorneys & Firm Partners Can Leverage to Save $50k (or more)!
CHRISTINA SAVES HER CLIENTS AN AVERAGE OF $52,750 or MORE ON THEIR TAXES THAN THEY ARE CURRENTLY PAYING
Christina Lael, CPA, Esq.
High-Profile CPA
Experienced Tax Attorney
Clients Nationwide
The Thief At Your Door
If you’re an attorney or Firm Partner, then this will shock you:
You have a thief at your front door. This thief is just itching to get inside your home and take as much as possible.
And chances are, once per year you’re letting that thief in!
In fact, you’re rolling out the red carpet, saying: “Please, have at it. Take as much as you can. Want me to help you carry all this stuff out the door?”
Don’t believe me?
That “thief ” is the Internal Revenue Service (IRS).
And every year, you’re letting them stick their hand in your pockets, your accounts, and letting them take as much as they want.
Bottom line: If you are an attorney or Firm Partner, I KNOW for a fact that you are overpaying on taxes.
And I’m here to tell you it’s time to FIGHT BACK.
There are 100% LEGAL ways (that do NOT flag any kind of auditing system) to put a big ol’ lock on your front door for when that thief comes. You can install some high tech alarm systems … and sometimes, you can even build a moat around your entire house, filled with hungry piranhas so no one dares to enter!
Now, of course I’m being facetious about the moat and the piranhas, but the truth is I know I can help you do what I’ve just said.
In fact, I can help you save a BUNDLE on taxes each and every year.
That’s because I’m a licensed CPA and I’m ALSO a licensed tax attorney.
(In fact, I’m 1 of only 60 people in the entire United States to be certified with the American Institute of Certified Tax Planners).
It’s why I help attorneys save $52,750 on average in taxes each and every year.
That’s money you can use to pay your kid’s college tuition. That’s money you could be
investing in your retirement.
Or, that can be “fun” money to use for an exotic vacation or remodel your kitchen.
And the more money you make, the MORE I can save you in taxes year after year.
In this short guide, I’ll tell you about the 5 key strategies I use and why they work so well.
“Saved Us Over $300,000 In Taxes”
“I can’t thank Christina and her team enough for all that she has done for my family. She has saved us over $300,000 in taxes and provides audit protection with her tax plans and returns! ...We are so glad that we have Christina on our side – saving us a significant amount in taxes AND fighting on our side.”
(Name Withheld Due To Confidentiality Agreement)
current Lael Tax Client
5 Key Strategies I Use To Save YOU A TON On Your Income Taxes
1. Strategic Tax Deductions
That most CPAs aren't aware of
This is where I start. There are SO many tax deductions you can 100% LEGALLY take that are right there in the tax code. Yet so many attorneys DON’T know about them!
And it’s a crying shame. Instead, they let their CPAs just deduct all the “standard” stuff, and don’t realize that most accounting firms and CPAs are REACTIVE instead of being PROACTIVE.
They don’t have the resources, knowledge, time, or passion (like I do) to research the tax code (which is a mind-boggling 60,000 pages long!) and tax-court cases to apply to each client’s individual or business situation.
Guess what?
I DO!
In fact, it’s how I helped an Intellectual Property Trial Attorney from St. Louis, Missouri making $1.4M a year SAVE $210,854 in taxes!
2. Legal Entity Structuring
rarely leveraged properly
Once we’ve found all possible deductions for YOUR individual and business situation, we make sure you’ve designed an efficient tax structure for YOU and your business.
That’s because there are different structures that have different advantages and ways they can limit your tax liability.
Again, it’s a shame but so many attorneys do NOT know this stuff!
But I sleep, eat, and breathe it!
It’s why I was able to help one of my clients - an attorney with 10 years experience from Nashua, New Hampshire making $408,000 a year - SAVE $66,810 in taxes!
featured client testimonial
Meet Veronica Assalone
“I’m not exaggerating when I say that Christina is the person I have been looking for all my life as an attorney! I was so frustrated with other CPAs and financial advisors who would not give me definite answers and plans on how to save money in taxes as an attorney. I would go to conferences and learn about a tax strategy that I would have to tell my CPA to implement. I even asked if he would have quarterly meetings with me to help me save money in taxes. He billed me for the quarterly meetings but was never able to help me save money in taxes.
When I received Christina’s email, I was skeptical but was so sick of paying too much in taxes that I reached out to her and she delivered. She gave me a comprehensive and impressive Strategic Tax Plan specifically for me, my family and my firm. I was so excited when she showed me how to significantly reduce my tax liability. She was very organized and is helping me implement her simple but very effective plan every step of the way.
I have decided to start using her as my CPA. She requires quarterly meetings as part of her service which will keep me on track. She will continue to advise me on future strategies to use. I was thrilled when she said that this was part of her service. This is what I’ve been looking for.
She also has a team of experts that can help me with other areas of my practice like retirement, health and life insurance, and developing an exit strategy. She is the CAPTAIN and my one stop shop. I communicate with her and she sets up any necessary meetings or actions that need to be taken.
It’s a huge burden taken off my shoulders and I’m just so glad to have found her. After she presented her Strategic Tax Plan, I told her that it was definitely money well spent! I’m so excited about our future relationship together and feel like my finances, taxes and firm are in good hands so I can focus on building my practice and reaching my goals.”
Veronica Assalone - Founder/Senior Counsel - Assalone & Associates, LLC
3. Maximize Deductions
where most fall short
Now, this is where things get interesting.
Once we’ve got the basic foundation for your tax savings plan, it’s time to MAXIMIZE it.
I go over EVERYTHING with a fine-tooth comb to make sure you’ve considered ALL LEGAL and LEGITIMATE deductions, including obscure incentives hidden in those 60,000 pages of tax code.
In fact, it’s because of strategies like this I was able to help the Co-Managing Partner of a firm that counsels “C-suite” executives at both public and private companies.
He lives in Santa Monica, a beautiful beachside location in California - one of the highest tax states in the country - making $650,000 a year.
And still, I was able to save him $100,891!
4. Revenue Stream Separation & Income Shifting
one of the biggest missed opportunities
This is one I RARELY see any CPA or accounting firm do for their attorney clients.
And again, this is one of those things that’s AVAILABLE TO YOU right there in the tax code and can save you a bundle.
Here’s how it works …
Your law firm’s core business is to provide legal services. But as a business owner, how much do you spend managing your business?
By separating certain management activities, you can reduce your tax liability.
It’s how I helped a Business Immigration Attorney with 12 years of experience from New York City. He makes $454,000 in yet another high-tax city AND state … and still, we saved him $81,840!
5. Maximizing Tax Credits
It's not what it sounds like
This may sound similar to tax “deduction” but it’s far from it.
Deductions reduce your income.
Credits reduce your tax liability dollar for dollar.
And Congress (bless their hearts) has given you a LOT of different credits you can take advantage of if you know what they are.
My team and I have found every possible tax credit hiding under a mattress in the 60,000 + pages of tax code and we implement the most meaningful of credits, on your behalf.
“Drastically reduced our tax liability”
"Christina and her team has been able to drastically reduce our tax liability and set us up on an incredible plan to build tax free wealth. She and her team always answer our questions quickly, take care of anything that they can for us and go above and beyond to meet our needs.
She has even shown us how to use technology to improve our productivity! I highly recommend her services to anyone wanting to save money on taxes and plan financially for their future. I have already started referring people to her.”
Anne Tyler Hall, JD, LLM | Attorney
current Lael Tax Client
My Big Offer To You
Look, I know it’s easy for someone to claim authority and show off shiny case studies and testimonials about how great a product or service is. But being able to demonstrate expertise and (best of all) apply it to YOUR unique situation is where the contenders separate themselves from the pretenders.
So here’s my offer to you - as long as you’re an attorney or firm partner making $300,000 or more per year, $200,000 if you are single, I’m beyond confident I can find you at least $10,000 in tax savings. (On average, my attorney and law firm partner clients realize an annual tax savings of $52,750!)
So, here’s how I’ll put skin into the game and prove I’m not just talk - if we talk, and if I agree to look into your situation, and I can’t find at least $10,000 in tax savings, I’ll send you $100 for your troubles.
What do you have to lose?
Why This Matters
With the advancement of tax software, just about anyone with a general tax knowledge can plug in the numbers and it will spit out a tax return that the IRS is more than happy to accept.
Because let’s face it - the IRS will never tell you “Hey there, sorry to bug you, but you paid us too much and didn’t use the credits and deductions available to you!”
That’d be nice, wouldn’t it?
It’s why my clients regret not having found me sooner.
Because I work for YOU and use every nook and cranny of the 60,000 page tax code (including tax-course CASES) that we can use to help you legally pay less.
Important Note
Many attorneys initially think that my strategies could cause audit flags. Let me be clear: They will NOT. My clients rarely get audited, and in the odd case when they do, they pass and my team and I take care of EVERYTHING for them.
So if you’re an attorney or Firm Partner making at least $300,00 a year, let’s talk.
I can show you how I can save you on average, over $52,000 on your taxes each year.
And, again, I’ll put my money where my mouth is: I’ll send you $100 if I can’t find at least $10k in tax savings for you.
Continue below to book a free Strategic Tax Planning Session with me...
I look forward to talking with you!
Christina Lael, CPA, Esq.
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