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CLE - Tax and Business Planning Fundamentals for Solo & Small Firm Practitioners

Wednesday, December 12, 2012 3:00 PM to 6:00 PM
Boston Bar Association - 16 Beacon Street, Boston, MA

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*Additional fees may apply for online viewing of programs via West LegalEd. BBA Members may be eligible for a discount.


This program has already taken place, but you can still catch up on what you missed!

Visit the CLE Bookstore to purchase a CLE Materials Set, which includes online access to the recorded course presentation and a copy of the course book.

If you need CLE Credit, please click here.

Like any business, a successful law practice requires careful tax and business planning to ensure compliance and maximize profitability. This program will provide an overview of the tax and business issues every small firm and solo practitioner should consider.

From starting a new practice to protecting your retirement, our presenters will explain the "nuts and bolts" of effective tax and business planning for small law practices. The presentation will also identify common mistakes and provide tips on how to avoid them in your own practice.

Specific Topics:

Choice of Business Form

  • S corporation, LLC, partnership, ect.
  • Tax efficiencies and how to unwind if your plans do not work out

The Small Legal Practice in Operation: Tax Tips, Tricks and Traps

  • Checklist of potential deductions for a legal practitioner
  • Unreimbursed Partnership Expenses
  • Prudent, audit-proof compensation in a lawyer’s S corporation or partnership
  • Worker classification
  • What tax authorities require you to keep and for how long
  • State taxation of attorney earnings

Retirement Plans

  • Factors to consider when establishing a retirement plan
  • Preparing for the future in a tax efficient manner


Sponsoring Section/Committee(s):




Jacqueline Querubin


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