By combining two standard tax strategies, trial lawyers and their firms can invest and avoid all income tax on their fees.
Get all these benefits with Attorney feeSaver™
SeE it in actionPlaintiff firms regularly use contingency fee deferral programs. Fortune 500 companies regularly use tax-free employee benefit compensation plans. By combining two long-standing, time-tested tax-strategies, trial attorneys can now defer, invest and avoid all income tax on their fees.
No other attorney fee deferral program offers the tax-free advantages, income potential, and death benefits that the Attorney feeSAVER does. Consider Attorney feeSaver if you want to eliminate taxes now, later and forever.
Lump Sum Fee
Deferral (Fixed ROR)
Deferral (Market ROR)
Attorney feeSaver
$0 to minimal tax
$3,117,000 of after-tax income
$1,200,000 of after-tax death benefits
$0 to minimal tax
$2,082,000 of after-tax income
$1,388,000 of tax
$1,504,000 of after-tax income
$1,311,000 of tax
$1,070,000 of after-tax income
$1,311,000 of tax
Additional Information: (BASED ON $1 MILLION DEFERRAL)
1. 48 year old, non-smoker, in good health
2. Assumes a 20 year deferral period followed by 20 years of income and death benefits;
3. Cash out assumes no fee deferral used. Taxes paid in current year and re-invested for future income.
4. All results are presented in AFTER-TAX dollar amounts.
5. Example is hypothetical based on earnings, cost, and tax-rate assumptions.