Program Details

Tax and Business Planning Fundamentals for Solo and Small Practitioners

Content Partner:  Boston Bar Association
Price: $155.00*
Member Price:  $125.00
This program is no longer available.

* Applicable Membership or Subscription discounts will be added in your shopping cart


Like any business, a successful law practice requires careful tax planning to ensure compliance and maximize profitability. This program will provide an overview of the tax and business issues that should be considered by every small firm and solo practitioner. From starting a new practice to protecting yourself in retirement, our presenters will explain the “nuts and bolts” of effective tax and business planning for small law practices. The presentation will also identify common mistakes made by practitioners and provide tips on how to avoid making them in your own practice.

Specific Topics:

Choice of Business Form

  • LLC, corporation, partnership, sole proprietor
  • Tax efficiency and how to unwind if your plans do not work out

The Small Legal Practice in Operation: Tax Tips, Tricks and Traps

  • Checklist of potential deductions for a legal practitioner
  • Unreimbursed Partnership Expenses
  • Prudent, audit-proof compensation in a lawyer’s S corporation or partnership
  • Worker classification
  • What tax authorities require to you keep and for how long
  • State taxation of attorney’s earnings


  • Factors to keep in mind when considering a retirement plan
  • Preparing for the future/future needs in a tax efficient manner

Practice Areas: Business Organizations & Contracts, Estate Planning & Probate, Tax Law
Online Media Type: Video
Production Date: 12/12/2012 3:00 PM EST
Level: Basic
Category: Standard
Duration: 3 Hours, 0 Minutes
Online Format: Live

Click here for information on subscription discounts and Group Viewing opportunities.

Purchase of this product provides online access for 180 days. If you are purchasing a live webcast, you will receive complimentary access to the on demand version for 180 days once it becomes available. Please note that the on demand and podcast versions may, or may not be accredited in your state.

If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance.  Credit totals for other formats are for complete programs.  Partial credit is not available for any online or downloadable format. 


West LegalEdcenter will not provide accreditation for states not listed. 

This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing

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Total Credits: 2.75
Specialty Credits: 
Status: Reciprocal Credit Available
Expiration: N/A
Training Type: Online

West LegalEdcenter provides accreditation as described here. You may be able to self apply for credits in states not listed.

Check your state requirements and get contact information.
Scott Kaplowitch - Edelstein & Company LLP
Patricia Ann Metzer - Vacovec, Mayotte & Singer, LLP
John Schachter - John Schachter & Associates, Inc.
This product is designed to provide information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.

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