Канал: Amicus Settlement Planners

No-Cost Settlement Tax Calculator | Amicus Settlement Planners

No-Cost Settlement Tax Calculator | Amicus Settlement Planners

Amicus Webinar Series: Tax Reduction and Wealth Building Strategies for Attorneys in 2024

Amicus Webinar Series: Tax Reduction and Wealth Building Strategies for Attorneys in 2024

Welcome to the Amicus Settlement Planners YouTube Channel!

Welcome to the Amicus Settlement Planners YouTube Channel!

Pre and Post Judgment Interest is Taxable

Pre and Post Judgment Interest is Taxable

Are personal injury settlements taxable?

Are personal injury settlements taxable?

Don't be surprised by huge settlement tax bills!

Don't be surprised by huge settlement tax bills!

The default rule on lawsuit settlement taxes

The default rule on lawsuit settlement taxes

Maximizing your lawsuit settlement with attorney fee deductions

Maximizing your lawsuit settlement with attorney fee deductions

Lawsuit settlement - are they taxable?

Lawsuit settlement - are they taxable?

How Structured Settlement Annuities Help Plaintiffs in Taxable Cases

How Structured Settlement Annuities Help Plaintiffs in Taxable Cases

Allocating a portion of your settlement to medical expenses can reduce taxes

Allocating a portion of your settlement to medical expenses can reduce taxes

The Plaintiff Recovery Trust can reduce the settlement tax you have to pay

The Plaintiff Recovery Trust can reduce the settlement tax you have to pay

Are Punitive Damages Taxable? Here’s What the IRS Says

Are Punitive Damages Taxable? Here’s What the IRS Says

Are your legal settlements taxable?

Are your legal settlements taxable?

Are you aware? Legal settlements and the hidden tax burden...

Are you aware? Legal settlements and the hidden tax burden...

Do You Pay Taxes on Lawsuit Settlements? 5 Common Examples Explored

Do You Pay Taxes on Lawsuit Settlements? 5 Common Examples Explored

Do I Have to Pay Tax on Settlement Money? Top 10 FAQs You Need to Know

Do I Have to Pay Tax on Settlement Money? Top 10 FAQs You Need to Know

Are Settlements Taxable? A Comprehensive Overview for Plaintiffs

Are Settlements Taxable? A Comprehensive Overview for Plaintiffs

How to Avoid Paying Taxes on Settlement Money: 5 Essential Tips

How to Avoid Paying Taxes on Settlement Money: 5 Essential Tips

Essential Tax Planning Strategies for Attorneys in 2023: How to Reduce Taxes & Build Wealth

Essential Tax Planning Strategies for Attorneys in 2023: How to Reduce Taxes & Build Wealth

Taxable Cases: How Plaintiff Attorneys Can Double (or Triple) Their Client's After-Tax Net Recovery

Taxable Cases: How Plaintiff Attorneys Can Double (or Triple) Their Client's After-Tax Net Recovery

How Employment Attorneys Can Dramatically Increase Their Client's After-Tax Net Recovery

How Employment Attorneys Can Dramatically Increase Their Client's After-Tax Net Recovery

Discover the EXACT Video Strategies Lawyers Are Using to Grow Their Firms

Discover the EXACT Video Strategies Lawyers Are Using to Grow Their Firms

Exhibit View Pro Demonstration - Hosted by Amicus Settlement Planners

Exhibit View Pro Demonstration - Hosted by Amicus Settlement Planners

How the Tax Cuts and Jobs Act of 2017 Harms Plaintiffs Receiving Taxable Settlements

How the Tax Cuts and Jobs Act of 2017 Harms Plaintiffs Receiving Taxable Settlements

When a Legal Recovery is Taxable to the Client

When a Legal Recovery is Taxable to the Client

Options to Protect Your Client's Medicaid / SSI

Options to Protect Your Client's Medicaid / SSI

How to Establish a Structured Settlement Annuity For Your Client

How to Establish a Structured Settlement Annuity For Your Client

How to Help a Past Client Get the Best Deal if They Want to Sell Their Annuity

How to Help a Past Client Get the Best Deal if They Want to Sell Their Annuity

Tax Planning Tips for Personal Injury Attorneys

Tax Planning Tips for Personal Injury Attorneys

How to Choose a Trustee for a Settlement Protection Trust or a Special Needs Trust?

How to Choose a Trustee for a Settlement Protection Trust or a Special Needs Trust?

The Difference Between a Structured Settlement and a Fixed Income Annuity

The Difference Between a Structured Settlement and a Fixed Income Annuity

Fee Deferral Best Practices for Growing Wealth Successfully

Fee Deferral Best Practices for Growing Wealth Successfully

When to Recommend a Special Needs Trust for a Settling Client

When to Recommend a Special Needs Trust for a Settling Client

The Benefits of a Structured Settlement Annuity

The Benefits of a Structured Settlement Annuity

What are the Differences Between a 401K Plan and a Deferred Compensation Plan?

What are the Differences Between a 401K Plan and a Deferred Compensation Plan?

What Is the Difference Between a Special Needs Trust and an ABLE Account?

What Is the Difference Between a Special Needs Trust and an ABLE Account?

What Happens When a Past Client Decides to Sell Their Annuity

What Happens When a Past Client Decides to Sell Their Annuity

How to Defer Contingent Legal Fees Using Two Different Funding Vehicles

How to Defer Contingent Legal Fees Using Two Different Funding Vehicles

What Are the Special Needs Trust Distribution Guidelines?

What Are the Special Needs Trust Distribution Guidelines?

Are Structured Settlement Annuities Taxable?

Are Structured Settlement Annuities Taxable?

How to Use Deferred Compensation Plans to Attract and Retain Key Associates

How to Use Deferred Compensation Plans to Attract and Retain Key Associates

How to Protect Clients From a Large Tax Bill in Taxable Damage Cases

How to Protect Clients From a Large Tax Bill in Taxable Damage Cases

How Can Attorneys Protect Clients with Annuities from Factoring Companies?

How Can Attorneys Protect Clients with Annuities from Factoring Companies?

Who Is Eligible for a Special Needs Trust?

Who Is Eligible for a Special Needs Trust?

Flow of 1099s When Using a Deferred Compensation Plan

Flow of 1099s When Using a Deferred Compensation Plan

An Outsourced Solution to Government Benefits Planning

An Outsourced Solution to Government Benefits Planning

When to Consider Using a Qualified Settlement Fund

When to Consider Using a Qualified Settlement Fund

Navigating Medicare: Plaintiff Attorney Obligations When Settling a Case

Navigating Medicare: Plaintiff Attorney Obligations When Settling a Case

Annuity Alternatives to Structured Settlements

Annuity Alternatives to Structured Settlements

Using Deferred Compensation Plans as a Wealth Transfer Tool

Using Deferred Compensation Plans as a Wealth Transfer Tool

Setting Up a Settlement Trust for a Competent Adult

Setting Up a Settlement Trust for a Competent Adult

Issues to Consider before Terminating a Special Needs Trust

Issues to Consider before Terminating a Special Needs Trust

Consider Adding this Language to Your Attorney Client Fee Agreement

Consider Adding this Language to Your Attorney Client Fee Agreement

Why the Affordable Care Act is Great for Plaintiffs

Why the Affordable Care Act is Great for Plaintiffs

The Mechanics of Setting Up a Settlement Trust

The Mechanics of Setting Up a Settlement Trust

The #1 Question I'm Asked About Deferred Compensation Plans

The #1 Question I'm Asked About Deferred Compensation Plans

The "4 bucket" Approach to Settlement Proceeds Planning

The "4 bucket" Approach to Settlement Proceeds Planning

How Non Qualified Annuities Can Reduce Your Client's Tax Bill

How Non Qualified Annuities Can Reduce Your Client's Tax Bill

When Is It Too Late to Defer Legal Fees on a Case?

When Is It Too Late to Defer Legal Fees on a Case?

Estate Planning Considerations for Settling Plaintiffs

Estate Planning Considerations for Settling Plaintiffs

The Menu of Structured Settlement Annuity Payout Options

The Menu of Structured Settlement Annuity Payout Options

Attorney Fee Deferrals: Annuities vs. Deferred Compensation Plans

Attorney Fee Deferrals: Annuities vs. Deferred Compensation Plans

Plaintiff Attorneys & Settling Clients Need Specialized Advice

Plaintiff Attorneys & Settling Clients Need Specialized Advice

Maximizing Flexibility and Liquidity in Minor's Cases

Maximizing Flexibility and Liquidity in Minor's Cases

A Solution to a Typical Plaintiff Attorney's Tax Planning Frustrations

A Solution to a Typical Plaintiff Attorney's Tax Planning Frustrations

What are the costs involved in setting up a Special Needs Trust?

What are the costs involved in setting up a Special Needs Trust?

What is the difference between First Party and Third Party Special Needs Trust?

What is the difference between First Party and Third Party Special Needs Trust?

Can a settlement trust pay a parent for care provided to a child?

Can a settlement trust pay a parent for care provided to a child?

Can a client own a home and still receive Medicaid / SSI?

Can a client own a home and still receive Medicaid / SSI?

"Can I Defer My Contingent Fees if I Only Get Small Cases?"

"Can I Defer My Contingent Fees if I Only Get Small Cases?"

When is a Settlement Protection Trust a Good Idea?

When is a Settlement Protection Trust a Good Idea?

What is the Medicaid Payback Provision in a Special Needs Trust?

What is the Medicaid Payback Provision in a Special Needs Trust?

Want Millions More in Retirement? Use a Deferred Compensation Plan

Want Millions More in Retirement? Use a Deferred Compensation Plan

Medicaid: When a Settlement May Jeopardize Ongoing Eligibility

Medicaid: When a Settlement May Jeopardize Ongoing Eligibility

Do You Need to Be a Partner in Your Firm to Defer Your Legal Fees?

Do You Need to Be a Partner in Your Firm to Defer Your Legal Fees?

The Mechanics of How to Set Up a Special Needs Trust

The Mechanics of How to Set Up a Special Needs Trust

How Does a Settlement Impact a Client's Medicare Benefits?

How Does a Settlement Impact a Client's Medicare Benefits?

Payout Period Overview for Attorney Deferred Compensation Plans

Payout Period Overview for Attorney Deferred Compensation Plans

Is a Client Not Returning Your Calls? This Might Be the Problem...

Is a Client Not Returning Your Calls? This Might Be the Problem...

When You Should Consider a Medicare Set Aside for a client

When You Should Consider a Medicare Set Aside for a client

Want to Be Like a Fortune 500 CEO? Then You Should Do This...

Want to Be Like a Fortune 500 CEO? Then You Should Do This...

If Your Client Receives SSI, Make Sure to Plan Ahead

If Your Client Receives SSI, Make Sure to Plan Ahead

How PI Attorneys Can Avoid the Cash Flow Roller Coaster

How PI Attorneys Can Avoid the Cash Flow Roller Coaster

Special Needs Trusts: Eligibility Requirements and Use Cases

Special Needs Trusts: Eligibility Requirements and Use Cases

Will Receiving a Settlement Impact SSDI?

Will Receiving a Settlement Impact SSDI?

Golden Handcuffs: How to Keep Key Staff Without Giving Up Equity

Golden Handcuffs: How to Keep Key Staff Without Giving Up Equity

Is It Ethical to Outsource Lien Resolution and Bill as a Case Cost?

Is It Ethical to Outsource Lien Resolution and Bill as a Case Cost?

Planning Options When a Client is Not Receiving Government Benefits

Planning Options When a Client is Not Receiving Government Benefits

Defer Fees With Zero Defense Involvement (and Straight From IOLTA)

Defer Fees With Zero Defense Involvement (and Straight From IOLTA)

Real Talk: Settlement Planners vs. Structured Annuity Brokers?

Real Talk: Settlement Planners vs. Structured Annuity Brokers?

What if You Need Access to Capital but You've Deferred Legal Fees?

What if You Need Access to Capital but You've Deferred Legal Fees?

Need a Law Firm Logo? Check Out 99Designs

Case Study: What Comprehensive Settlement Planning Looks Like

Case Study: What Comprehensive Settlement Planning Looks Like

Attorney Liability for Client's Liens: Medicare, Medicaid & ERISA

Attorney Liability for Client's Liens: Medicare, Medicaid & ERISA

Attorney Liability for Client's Liens: Medicare, Medicaid & ERISA

Attorney Liability for Client's Liens: Medicare, Medicaid & ERISA

Oh, SNAP! What You Need to Know if Your Client Receives Food Stamps

Oh, SNAP! What You Need to Know if Your Client Receives Food Stamps

Need Help With Tasks Outside Your Skill Set? Check out Fiverr!

Need Help With Tasks Outside Your Skill Set? Check out Fiverr!

My Story — How and Why I Became a Settlement Planner

My Story — How and Why I Became a Settlement Planner

Sick of Boring PowerPoint Presentations? Try This App Instead...

Sick of Boring PowerPoint Presentations? Try This App Instead...

The Mechanics of Setting Up Your Own Private, Deferred Comp. Plan

The Mechanics of Setting Up Your Own Private, Deferred Comp. Plan

The Best Podcast Apps for iOS and Android

The Best Podcast Apps for iOS and Android

Don't Send a Client's Settlement Check to a Family Member

Don't Send a Client's Settlement Check to a Family Member

When You Need to Worry About Constructive Receipt in PI Cases

When You Need to Worry About Constructive Receipt in PI Cases

Advantages of Using Annuities in Taxable Damages Cases

Advantages of Using Annuities in Taxable Damages Cases

My Favorite Note Taking and Outlining Tool (My #1 Most-Used App)

My Favorite Note Taking and Outlining Tool (My #1 Most-Used App)

What Happens When a Special Needs Trust Beneficiary Passes Away?

What Happens When a Special Needs Trust Beneficiary Passes Away?

The Best Online Whiteboard and Brainstorming Tool for Attorneys

The Best Online Whiteboard and Brainstorming Tool for Attorneys

Minor's Cases: Why a Structured Settlement Can Be a Good Fit

Minor's Cases: Why a Structured Settlement Can Be a Good Fit

Lien Resolution — Best Practices & Pitfalls to Avoid

Lien Resolution — Best Practices & Pitfalls to Avoid

Deferring Your Legal Fees: Annuities Aren't the Only Option

Deferring Your Legal Fees: Annuities Aren't the Only Option

The Difference Between SSDI and SSI (and Why It Matters)

The Difference Between SSDI and SSI (and Why It Matters)

Not a Graphic Designer? Canva Can Help You...

Not a Graphic Designer? Canva Can Help You...

How Medical Underwriting (a Rated Age) Can Help Your Client

How Medical Underwriting (a Rated Age) Can Help Your Client

Wasting Time Trying to Find Files on Your Pc? You Need This Free Tool!

Wasting Time Trying to Find Files on Your Pc? You Need This Free Tool!

What Expenses Can a Special Needs Trust Pay For?

What Expenses Can a Special Needs Trust Pay For?

The Best & Most Secure Video Conferencing Solution for Attorneys

The Best & Most Secure Video Conferencing Solution for Attorneys

How to Quickly & Easily Create and Share Screen Recordings

How to Quickly & Easily Create and Share Screen Recordings

Two Case Studies: When a Structured Settlement May Make Sense

Two Case Studies: When a Structured Settlement May Make Sense

Here's How to Protect Your Clients From "Cash Now" Companies

Here's How to Protect Your Clients From "Cash Now" Companies

My Favorite (And Much Cheaper) Alternative to Kindle books and Audible

My Favorite (And Much Cheaper) Alternative to Kindle books and Audible

ABLE Accounts vs. Special Needs Trusts: What You Need to Know

ABLE Accounts vs. Special Needs Trusts: What You Need to Know

The Mechanics of How to Set Up a Structured Settlement Annuity

The Mechanics of How to Set Up a Structured Settlement Annuity

Deferring Contingent Legal Fees: Creative Use Cases

Deferring Contingent Legal Fees: Creative Use Cases

What You Need to Know About Interest Rates of Structured Settlement Annuities

What You Need to Know About Interest Rates of Structured Settlement Annuities

My Secret Approach For Getting More Work Done

My Secret Approach For Getting More Work Done

When You Should Consider Using a Special Needs Trust for a Client

When You Should Consider Using a Special Needs Trust for a Client

How to Read & Highlight Your Favorite Articles On Any Device

How to Read & Highlight Your Favorite Articles On Any Device

Basic Options for Allocating a Client's Settlement Proceeds

Basic Options for Allocating a Client's Settlement Proceeds

The Best Password Management Tool for Lawyers (LastPass)

The Best Password Management Tool for Lawyers (LastPass)

Why Is It Important to Retain Your Own Settlement Planner?

Why Is It Important to Retain Your Own Settlement Planner?

What is an Attorney Fee Deferral?

What is an Attorney Fee Deferral?

Attorneys: Save Time by Using This Program to Watch Offline Videos

Attorneys: Save Time by Using This Program to Watch Offline Videos

This Tool Saves Me 5+ Hours Every Week! (Video Speed Controller)

This Tool Saves Me 5+ Hours Every Week! (Video Speed Controller)

When Is the Right Time to Call a Settlement Planner?

When Is the Right Time to Call a Settlement Planner?

Structured Settlement Annuities Are Tax-Exempt

Structured Settlement Annuities Are Tax-Exempt

What Is the Impact of a Legal Settlement on Government Benefits?

What Is the Impact of a Legal Settlement on Government Benefits?

Settlement Planning for Non-Traditional Clients

Settlement Planning for Non-Traditional Clients

What Is Settlement Planning?

What Is Settlement Planning?

Navigating Government Benefits: Handling Lien Resolution & Ongoing Government Benefits Eligibility

Navigating Government Benefits: Handling Lien Resolution & Ongoing Government Benefits Eligibility

Qualified Settlement Funds | Settlement Quick Tip

Qualified Settlement Funds | Settlement Quick Tip

Minor's Cases | Settlement Quick Tip

Minor's Cases | Settlement Quick Tip

Lien Resolution | Settlement Quick Tip

Lien Resolution | Settlement Quick Tip

Medicare Secondary Payer Compliance | Settlement Quick Tip

Medicare Secondary Payer Compliance | Settlement Quick Tip

Investment Management | Settlement Quick Tip

Investment Management | Settlement Quick Tip

Settlement Protection Trusts | Settlement Quick Tip

Settlement Protection Trusts | Settlement Quick Tip

Settlement Planning Assessment | Settlement Quick Tip

Settlement Planning Assessment | Settlement Quick Tip

Structured Settlement Annuities | Settlement Quick Tip

Structured Settlement Annuities | Settlement Quick Tip

Allocating Settlement Proceeds | Settlement Quick Tip

Allocating Settlement Proceeds | Settlement Quick Tip

ABLE Accounts | Settlement Quick Tip

ABLE Accounts | Settlement Quick Tip

Special Needs Trusts | Settlement Quick Tip

Special Needs Trusts | Settlement Quick Tip

Government Benefits | Settlement Quick Tip

Government Benefits | Settlement Quick Tip

Attorney Fee Deferrals | Settlement Quick Tip

Attorney Fee Deferrals | Settlement Quick Tip

Attorney Fee Deferrals - Applications and Strategies You Need to Know

Attorney Fee Deferrals - Applications and Strategies You Need to Know

My Case Settled - Now What? What PI Attorneys Need to Know

My Case Settled - Now What? What PI Attorneys Need to Know

Protect your clients from the "cash now" companies

Protect your clients from the "cash now" companies