Frequently Asked Questions
Here are some of the top questions about the integration of legal and tax restructuring work in your firm
1. What is the value of adding law and tax restructuring services to my law firm?
Adding tax law services to your firm brings a range of benefits, both immediate and long-term. Here’s why it’s a game-changer:
Differentiate Your Firm: Establish your firm as the go-to expert for both legal and tax matters. Legal and tax strategies are intertwined, and mastering both makes your firm indispensable to clients.
Increase Revenue: Tax services are in high demand, and every client you serve needs tax strategy assistance. This presents a huge opportunity to increase revenue by offering services they can't easily find elsewhere.
Drive Referrals: Clients and referral sources will be impressed by your knowledge of both legal restructuring and tax law, driving high-value referrals from other professionals like accountants, financial advisors, and insurance agents.
Unlock A Federal Practice: Who is impacted by tax law? Every "person" - defined in the tax code as "an individual, corporation, association, partnership, estate, or trust" - that's a lot of potential business!
2. What kind of services are involved in law and tax restructuring work?
Tax law spans various aspects of financial and legal decision-making. If you want to build a tax strategy-focused practice, not just deal with audits and litigation, there are a "ton" of options. Here are some of the areas that we typically work on a day-to-day basis:
Estate and Tax Evaluations: Perform thorough assessments of clients’ estates and tax situations to identify areas of improvement.
Tax Calculations and Obligations: Help clients understand their tax responsibilities and implement strategies to minimize liabilities.
Death Tax Planning: Proactively evaluate and plan for estate taxes, preserving wealth through tax-efficient structures.
Legal Structuring: Establish tax-efficient frameworks for individuals and businesses to protect and grow assets.
Asset Protection: Identify risks to client wealth and implement strategies to safeguard it using legal structures.
Philanthropic & Nonprofit Advisory: Advise on tax-effective charitable giving and legacy-building strategies.
Business and Family Consulting: Offer strategic advice for family businesses and succession planning to ensure long-term success and tax efficiency.
Exit strategies: Proactive tax planning with entity structuring before selling a business, real estate, or other assets that are subject to capital gains and/or recaptured depreciation.
By incorporating these services, your firm can offer comprehensive, high-value tax and legal solutions that address clients' broad financial and legacy
3. Why should a law firms offer tax services - doesn't the accountant or financial advisor do that?
While accountants and financial advisors are essential for tax prep and reporting, they often lack the legal expertise needed to develop proactive, long-term tax strategies. Here’s why you should fill this gap:
Fill a Critical Gap: CPAs handle tax reporting, but lawyers are uniquely positioned to create proactive tax strategies, considering both legal and financial implications. Transform your position from the "drafter and filer" to the Chief Legal Architect
Provide Complete Solutions: Clients value a firm that can offer coordinated legal, tax, and financial strategies, all under one roof. This gives them a seamless experience and better outcomes.
Build Long-Term Relationships: Offering tax services helps you build deeper, long-term relationships with clients. They will return to you for both legal and tax needs, making your firm indispensable.
4. Why did you create the LAW FIRM IN A BOX Program? Why share your secrets with others?
My journey started with a brutal lesson in 2005:
Despite having a full team of professionals — lawyers, accountants, insurance agents, realtors, and financial planners — I still ended up bankrupt. The reason? Their strategies weren’t wrong, but they were disconnected.
Each professional operated in isolation.
No one was looking at the whole picture — and the gaps left my assets completely exposed.
That experience launched a 20-year mission:
To connect the dots between law, tax, estate, business, insurance, and philanthropy — and create holistic strategies that actually work together. Since then, I’ve helped thousands of clients restructure their wealth and protect their legacy.
Nearly all our clients came through a network of trusted referral partners — mostly non-lawyers: accountants, financial advisors, realtors, and insurance brokers.
Working with non-lawyers:
We even trained and collaborated with hundreds of non-lawyer affiliates, giving them the tools to share our frameworks with their clients.
But over time, quality control became a major issue.
Many were focused solely on pitching tax reductions, grant acquisition, or loopholes — while completely missing the deeper mission: strategic philanthropy, regulatory compliance, and long-term impact.
I had to turn away most of the clients they referred.
That’s when I realized:
If we want to meet the massive demand ahead — driven by the $70+ trillion Great Wealth Transfer — we need to work with lawyers.
Not form-fillers. Not paper-pushers. But lawyers ready to step into a more powerful role: legal architects and tax strategists.
We had two choices: hire a huge team of lawyers in-house, or partner with already-established firms and help them add this strategic layer to their practice.
We chose the latter — and that’s what Law Firm in a Box™ is about.
Because 30% of a watermelon is better than 90% of a grape.
We’re opening this system up — not just to scale, but to serve:
To serve lawyers who want to elevate their role.
To serve firms that want to grow intelligently.
And most importantly, to serve the families, businesses, and wealth creators who are desperately looking for professionals who see the full picture.
Let’s build that together.
5. Is the integration of Law Firm in a Box or nonprofit/foundation services tax-deductible?
Our philosophy is to charge based on value - generally captured through a 2-tiered approach: What "person" are we servicing, and what line item captures our work?
Under Section 162 of the Internal Revenue Code, deductions for ordinary and necessary expenses incurred in carrying on a trade or business are allowed for businesses that are engaged in commerce (or in the process of doing so).
Specifically:
If you use the Law Firm in a Box to enhance your existing legal skills, integrate tax strategies into your practice, and grow your client base, these expenses may be categorized as work-related education or consulting and marketing expenses.
This makes them potentially deductible because they are tied to improving your practice and increasing profitability.
Key Difference:
Mini Tax LLM (our tax training program) and Law Firm in a Box: Focused on improving and expanding your current practice, making them more likely to be deductible.
Traditional LLM or Law School: Typically considered personal educational expenses (required to enter a field), and therefore not deductible unless specific exceptions apply.
In other words, we look at ways to redirect otherwise taxable dollars™ towards more impactful and purposeful investments and causes that can enhance your firm, just like we do for clients: formulate a plan to help them redirect otherwise taxable dollars towards other investments, donations, or causes using the right legal entities to facilitate those goals.
The intended end result is that it does not cost you anything out-of-pocket to learn and integrate tax law services, in the same way it typically costs clients $0 out-of-pocket to hire or work with us.
6. What kind of ROI can I expect from learning and integrating tax law services?
In our opinion and experience, integrating tax law into your firm offers an infinite ROI. Here’s why:
1. Unlock Your Database of Old Clients: By adding our legal and tax consulting and restructuring services, you can re-engage with former clients who may not have considered returning for your existing services. Tax issues are ongoing, which means clients are likely to seek help annually, creating a consistent stream of opportunities to reconnect and add value.
ROI calculation: Calculate $2,000 - $25,000/case x total number of clients in your database.
2. Increase Earnings Per Client (New Cases): Strategic legal and tax services allow you to offer comprehensive solutions, combining legal, financial, and tax strategies. This not only solves more of your clients' problems but also significantly increases your revenue per client by bundling services or charging for high-value consultations.
ROI calculation: Add-on $2K - $25K/case x total number of current cases
3. Attract Business from Advisors of Your Clients: Many financial advisors, accountants, and other professionals working with your clients lack expertise in tax law or entity restructuring. By offering these services, you position yourself as a critical resource they can refer their clients to, enhancing your credibility and expanding your reach.
4. Attract Business from Competitors: Competing firms that lack tax law expertise will see you as an ally rather than a competitor. They are likely to refer clients to you for tax-related issues, especially in complex cases, strengthening your reputation as an industry leader even among someone who you may have considered to be a competitor.
5. New Market Penetration Angles: Tax law opens doors to entirely new markets, such as high-net-worth individuals, business owners, and philanthropists seeking tax-efficient strategies. These new angles give you a competitive edge and diversify your client base, creating more resilience for your firm.
6. Leverage It Yourself: Your firm can benefit directly from tax law expertise by optimizing its own tax strategies. From structuring your business entities to maximizing deductions and tax credits, you can save significant amounts and improve profitability, making this investment doubly rewarding.
If you want to get technical, here are a few layers of ROI you can calculate:
Total addition revenue from legal and tax restructuring work [$2K - $25K/case on average] x Total number of old cases in your database
Total addition revenue from restructuring x Total number of present cases you're working on that you can add tax services to
Total taxes saved each year by leveraging these strategies yourself x Total number of years you'll be using these strategies (rest of your life)
Total "death taxes" saved in your own estate matters (we have restructured the tax and legal structures of a lot of lawyers as well).
This avenue allow you to build a revenue stream, learn tax concepts, gain exposure to strategies that you're going to explore one day (sooner than later) - while also having the ability to offer this to the market and monetize it.
7. What are the restrictions or risks involved in offering tax law services to clients?
Like any legal practice, tax law must be in compliance with tax codes and regulations.
We’ll guide you through the process to ensure your services are compliant, minimizing risk while maximizing your ability to offer high-quality tax strategies.
We will also provide access to hundreds of cases and hundreds of official publications that can help you get the clarity you need around these topics.
Tax law is a federally regulated practice that allows you to work with clients across the U.S. and even globally.
It flows into all areas of law and finance, and can be a tool to enhance your understanding of the law in a much more holistic manner, whether you choose to offer tax law strategies or not.
8. Do you offer any marketing, social media, or advertising tips or tricks to attract new clients?
Yes! We offer proven marketing strategies to help you position your firm as the go-to destination for legal and tax solutions:
Attract High-Value Clients: Learn how to build a strong brand that appeals to clients seeking comprehensive tax and legal services.
Referral-Building Techniques: Develop strategies to create powerful referral networks.
Targeted Marketing Strategies: We’ll show you how to reach the right clients with the right message through digital marketing and content creation.
