Settlement ‘Tax Traps’ & Misconceptions for Plaintiff Law Firms, with Jason Lazarus

In this episode, Mr. Lazarus and Michael J. Swanson, author and educator, discuss the taxation of damages and the tax deferral of contingent fees. Mr. Lazarus talks about attorney fee structures, including fixed and indexed. They also cover deferred compensation plans for lawyers and Qualified Settlement Funds.

Jason D. Lazarus is the CEO and Founder of Synergy Settlement Services.

Contact Jason:
877-960-2131
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* In most jurisdictions, a law firm can recover finance charges related to funding case expenses from case awards, but the compliance requirements can be too expensive to implement. Only Advocate Capital, Inc. has the proprietary AdvoTrac^® expense tracking system and service team that allows firms to easily comply with allocation and reporting requirements. So, for example, if a firm recovers at least 90% of its advanced case expenses, like most of our clients, the annual net cost of funds is very small-typically less than 1%. Contact us to discuss how our program can work for your firm. All loans are subject to credit approval, and terms and conditions may vary.

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