• In-house lawyers: may need help navigating their stock options and understanding the tax ramifications of exercising them.
• Associates/Counsel: compensation is often performance-based and can be irregular. Budgeting/tax strategies can be challenging
• Solo/Equity Partners: may need guidance navigating the unique options available as a business owner. Tax planning and cash flow strategies can be challenging especially if any of your practice areas receive payment on a contingency basis.
• Newly admitted attorney: may need help with balancing student loans vs. funding future goals and deciding between 401ks & Roth options.
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