Integrative Law & Tax Services For Law Firm Owners
Law and Tax Training And Strategies
Tax Law Fundamentals: Covers corporate and pass-through taxation, income and capital gains, probate, estate, gift, and generation-skipping taxes, trusts, tax-exempt structures, and TCJA.
Legal & Estate Structuring Basics: Includes corporations, LLCs, partnerships, S-Corps, wills, trusts, nonprofits, foundations, and planning for worst-case scenarios.
Application-Based Strategies: Identify tax gaps, calculate burdens, and integrate solutions using real-world fact patterns and client intake questions.
Restructuring Solutions: Formulate legal and tax strategies that can be implemented across different cases.
The Tech Stack & White-Label Integration
Introduction Letters: Customized letters to introduce tax consulting work to your existing database of clients and leads.
Intake Forms & Calculators: Tools to gather data, project savings, and uncover opportunities.
Templates for Clients: Analyze cases, identify missed savings, and offer restructuring solutions seamlessly.
Referral Sources: Learn how to partner with professionals to generate high-quality referrals.
Case Evaluations: Design personalized tax strategies with real-world scenarios quickly using our blueprints.
Software & Tools: Leverage advanced calculators, legal software, and workflows for efficiency.
Sales, Conversions, Diversification, And Expansion Training
Closing Deals: Confidently propose tax strategies, show ROI, and secure long-term clients.
Value-Based Pricing: Shift from affordability to value by highlighting tax savings and benefits.
Mini Family Office™: Offer holistic solutions to become your client’s trusted advisor.
Problem-Solving Support: Partner with us to strategize, evaluate, and deliver tailored solutions.
Referral Partners: Access our network and grow your firm with high-quality referrals.
Mini Tax LLM + Law Firm In A Box™
This is a business building and acceleration program more than a "law school type" course - it's designed to help you grasp the major concepts and apply them right away using our proprietary software and intake forms.
We provide the strategic and tactical team support you need to implement these strategies into your law firm and monetize these concepts for decades to come.
I think it's safe say: tax law is not going anywhere! We look forward to speaking with you and explore the mutual fit.
- Sid Peddinti, Esq.
