CELA Members: You've Won the Case.
Don't Let Taxes Steal It Away.
CELA Members:
You've Won the Case.
Don't Let Taxes Steal It Away.
The case is over. You’ve done the hard work. You delivered justice. You got the result. But there’s one more step that too many attorneys and plaintiffs overlook, and it’s the one that can quietly undo everything: taxes.
We specialize in strategic pre-settlement tax planning to help employment attorneys and their clients keep more of what they’ve won — and reduce what’s lost to the IRS.
How We Help Attorneys
Our proprietary Attorney feeSaver™ strategy is unlike anything most lawyers have seen.
It allows you to effectively eliminate taxes on your contingent fees — now, later, and forever — while creating a tax-free income stream for life and a significant tax-free death benefit for your loved ones.
There are no contribution limits, no ERISA restrictions, and no required distributions — just a smarter way to build and preserve wealth with every case you win.
If you're interested in learning more, we've recorded a 25-minute video that discusses the Attorney feeSaver™ in greater detail—which you can watch below.
How We Help Plaintiffs
When plaintiffs are about to receive a taxable legal settlement—such as in an employment case—one of their biggest concerns is, “How much will I owe in taxes?” To answer that question and help plaintiffs navigate the tax implications of their settlement, we created a free, proprietary Settlement Tax Forecast Tool.
Our free Settlement Tax Forecast Tool is designed to:
- Help plaintiffs understand the basics of settlement taxation.
- Estimate how much in taxes plaintiffs will owe on their legal settlement.
- Explore ways to minimize a plaintiff's tax liability on the settlement.
The result? More money for your clients. Less liability and fewer tax questions for you.
How it works
| Step 1 | Step 2 |
| Plaintiffs answer a series of questions about their legal case and financial situation. | We send the plaintiff and the plaintiff's attorney a free, personalized report within two business days. |
Step 1
Plaintiffs answer a series of questions about their legal case and financial situation.
Step 2
We send the plaintiff and the plaintiffs's attorney a free, personalized report within two business days.
Pre-settlement tax planning helps you and your clients keep more of the settlement.
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