Thinking of learning and integrating tax law into your law firm?

Full Name* This field is required.

First Name

Last Name

Phone Number* This field is required.

Email* This field is required.

example@example.com

What's the name and website of your firm?* This field is required.Feel free to post multiple business websites

Where is your firm located?* This field is required.State or Province

What services do your provide?* This field is required.Select all that apply

Business law services: Registration, agreements, IP work, M&A, general counsel, exits

Estate law work: Simple estate planning work

Advanced estate planning work: Irrevocable trusts, GRATs, CRT, DST, FLP, etc.

Other legal work: Personal injury, employment law, immigration law, litigation, etc.

Financial advisory work: Investing, management, stocks, bonds, IRA, 401K, etc.

Insurance work: Term, work, premium home, luxury auto, WL, IUL, ILITs, "Infinite Banking", etc.

Investment management or advisory firm (crypto, stock, real estate, etc.)

Business growth services: Marketing, strategy, technology, GHL, AI work, etc.

Accounting and bookkeeping work: High-net-worth individuals, corporations, or family offices

Family office services: Comprehensive law, tax, estate, finance, investing, philanthropy, etc.

Other

How many clients have you served to date?* This field is required.How many people are in your database of clients?

0 - Just starting my firm

0 - 100

100 - 400

400 - 700

700 - 1,000

1,000 - 5,000

5,000+

Other

What is the average revenue generated from each client right now?* This field is required.Just an average - feel free to select multiple if you have several offers (total lifetime earnings per case)

Under $1K

$1K - $5K

$5K - $10K

$10K - 25K

$25K - $50K

$50K - $100K

$100K+ per client

Which of these describe your current business model* This field is required.Select all that apply

One-time transaction per client - scope ends there

Multiple billable services per client

Recurring billable services per client

Contingent fees only

Billable hours only

We refer clients to other lawyers for a referral fee

We refer clients to professionals and DO NOT collect a referral fee

We refer each client to other professionals for a referral fee

We do not refer clients to others and do not receive referral fees

None of the above - I do not have a law, tax, finance, real estate, insurance, or business growth firm

Other

What growth stage best describes you?* This field is required.Please select one

Startup - Under $15K/month

Growth - $15K - $50K/month

Scaling - $50K - $100K/month

Established - $100K+/m

How do you generate new leads and clients at the moment?* This field is required.Select all that apply

Digital advertising: Fb, Google, YT, LinkedIn, TikTok, Instagram, etc.

Traditional advertising: Radio, TV, billboards, Posters, Banners, etc.

Walk-in traffic to our brick and mortar law firm

Hosting webinars, workshops, presentations, demos, etc.

Writing articles in magazines like Entrepreneur, Insider, Forbes, etc.

Conducting seminars and keynotes on platforms like TEDx or coaching groups

Sponsorship at events and seminars - keynotes or booth

Through various high-end mastermind coaching programs

Referrals from old clients, family, or friends

Referrals from accountants, financial advisors, realtors, brokers, investors, etc.

Referrals from doctors or other medical professionals

Organic leads from posting free content on social media platforms

Other

How much do you spend on advertising per month?* This field is required.pick one

$0 - our business is 100% referral based

Up to $10K a month

10K - $30K a month

$30K - $100K a month

$100K+ a month

Other

Describe the profile of your clients:* This field is required.

Ultra High-net worth: $25M+

Individuals with net worth: $10M - $25M

Individuals with net worth: $1M - $10M

Individuals with net worth less than $1M

Entrepreneurs and business owners

Professionals: Doctors, lawyers, advisors, realtors, engineers, etc.

Investors: stock, crypto, alternative funds, etc.

Real estate investors

A trust, foundation, or estate is my client

Seniors and those who are retired

No clue

Something else

Other

How do you tackle the topic of "taxes" (especially the taxes that your solutions directly or indirectly add to your client)?* This field is required.Every legal, business, and financial transaction has a tax consequence - adding revenue, adding assets, adding new revenue streams, etc. - are all instances that add significant tax liability. Many of these are only due at death so it's easy to miss them. How are you addressing or discussing those topics - we understand you may not OFFER any tax advice or work, but you can certainly have a conversation or discussion on it AND point people in the right direction...

We offer tax related consulting, advisory, or transactional services to each client

We offer basic tax tips but not anything substantive that the client can use

We DO NOT offer services, but recommend clients to speak to a CPA or financial advisor

We do not offer tax services and DO NOT talk about it at all with clients

We refer clients to our accounting and financial advisory partners (client can choose)

We collaborate with the accounting, financial, real estate, and insurance advisors working with the client

HECK - I did not even realize my work created a direct or indirect tax consequence let alone discuss it

Other

Which of these tax concepts are you familiar with or strategize with clients?* This field is required.Select all that apply

Income tax reduction strategies for waged earners [W2] or Business ownes

Business, corporate, and partnership related tax reduction strategies

Lowering capital gains taxes from selling assets - and recaptured depreciation

Lowering probate costs and executor fees related to "death taxes"

Lowering inheritance and state estate taxes, where applicable

Lowering federal gift taxes related to gifting an asset

Lowering federal estate taxes to beat estate taxes (excess over exclusion limit)

Lowering trust and estate taxes by shifting income to beneficiaries

Lowering taxes with a private foundation

Lowering taxes with Charitable trust

International tax law concepts: cross-border taxation

Key tests related to the validity of a legal entity that enjoys tax benefits

Legal entity filing, drafting, or compliance work related to the tax structures

ALL The above

NONE of the above

Other

Which of these describe your goals?* This field is required.Select all that apply

Need more clients (same type of clients) - vertical expansion

Need more ROI and revenue from clients by adding more services)

Need more referral partners who can send warm leads

Need clients in a different industry (different service) - horizontal expansion

Want to explore more AI innovations to enhance my output and profits

Want to diversify my revenue stream by starting a new business stream - passive or affiliate

Want to diversify into another revenue stream in a more active manner (joint ventures)

I'm looking to expand by mergers and acquisitions - acquire or get acquired

Create and monetize my knowledge and ideas in diverse ways with AI

Explore AI-powered software solutions that can enhance my business and output

Want to exit my business in the next 1-3 years

Other

Which of these legal entities do you operate at the moment?* This field is required.Including your law firm, personal investments, other businesses, estate planning docs, etc.

Sole proprietor (you own name)

LLP or PLLC

LLC

LLC with S Corp

LLC with C Corp

Family limited partneship

Revocable trust

Will or Pour-over will

Irrevocable trusts

Public nonprofit 501c3

Private foundation 501c3

Insurance trusts (ILIT)

Something else

Foreign entities

Other

What type of law do you practice* This field is required.Select all that apply

Estate planning law

Business law

Personal injury law

Family law

Trademark and IP law

Immigration law

Bankruptcy, restructuring, reorganization, etc.

Criminal law (including DUI)

Tax law and related services

Other

Do you have any other revenue streams apart from your law firm?* This field is required.Select all that apply

Yes - other law firms

Yes - other non-legal businesses (e-comm, coaching, marketing, consulting, tech, etc.)

Yes - from investments, rent, etc.

Yes - from IP, trust funds, royalties, etc.

No - Just my law firm

Working on other models atm

Other

Which of these nonprofit tax reduction and redirection strategies have you explored - either yourself, or with your clients?* This field is required.Including the strategies that you

Alignment of a PUBLIC NONPROFIT with a for-profit business model

Alignment of a Donor-Advised-Fund (DAF) to lower taxes and increase charitable investing

Alignment of a Corporate Foundation to donate IP, assets, and Cash (Fortune 500 formula)

Alignment of a Private Foundation to lower taxes by 30% that can reinvested and fuel various initiatives (The Billionaire Playbook)

Alignment of Charitable and Philanthropic entities and trust structure that allow portfolio diversification, tax reduction, liquidation strategies, and reallocation of treasure

Advanced tax planning for reducing business, corporate, and income taxes

Advanced tax planning for estate and probate purposes

Gifting and donation strategies

Other

Which of these overall goals are you working on?* This field is required.Select all that apply

Diversify my law firm offerings with more legal offers

Diversify my revenue streams with non-legal products/services

Spend more time on diversifying my existing wealth and assets

Aim to exit the legal industry by selling my law firm in 1-5 years

Aim to build and sell law firms as a business model

I'm working on law firm succession planning: family or non-family

Aim to get more involved in charitable work and contributing to society

Aim to contribute more to the legal industry by donating to law schools or grants to law students

I would love to build an online legal education center and share my insights & knowledge

I would love to offer quasi or non-legal coaching, consulting, advisory, mentorship services

NONE of the above or Something else

I'm not sure to be honest - I need help figuring out these things

Other

Do you receive any funding, grants, donations, or other sources of revenue to cover, offset, or compensate (directly or indirectly) the cost of your rent, staff, overhead, ads, exposure, etc. in some way?Whether this is related directly to your law firm or through another avenue such as a nonprofit education center, etc.

Yes - from government organizations

Yes - from nonprofits and foundations

Yes - from public donations and fundraising

Yes - from corporations such as Google, Microsoft, Amazon, etc.

Yes - from crowdfunding sources like Kickstarter

Yes - for research, education, and advertising (google grants, Bing grants, etc.)

Yes - from our landlord or leasing company

No - everything is 100% self-funded

No - but we generate revenue passively through courses, programs, SaaS, etc.

No - but we have volunteers who take on certain functions that offset staffing, etc.

If we partner with your law firm and create "advanced estate, nonprofit, and tax" virtual law firms - which of these roles of functions can you handle?* This field is required.Assume that we will handle market research, competitors, new trends, digital search volume, branding and positioning, creation of marketing and educational assets, creation and management of the digital ads, and hosting the entire "Learn From Experts" in-take funnels.

Market research & developing free resources

Interview-style podcasts to share my knowledge (we interview you as the featured expert)

Consultation calls with potential leads

Client follow-up and closing calls

Client intake analysis and qualification

Drafting and delivery of services

Ongoing work to complete the case

NONE - THIS IS PASSIVE AND HANDS-OFF FOR ME

Other

We would love to promote your law firm as well and have access to millions in funding and grants to advance and teach the law. We would love to INVEST in you and create a few AI experiments with you - we'll FUND IT, RUN IT, MARKET IT, AND TEST IT OUT. You handle the leads and close the deals, and pay a referral fee if something closes. What do you offer, what would you like to TEACH? OR do you have any specific questions for us?* This field is required.