1-Hour Program

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Small changes in settlement language can dramatically increase the value of a client recovery. But those changes must be made before settlement. Plaintiffs can often increase tax-free proceeds, increase deductions, defer tax liability, and secure tax subsidies. 

Please join experts as they discuss how to:

  • Spot savings early (5 minutes)
  • Set client expectations (5 minutes)
  • Shift the "burden of proof” to the IRS (10 minutes)
  • Claim available tax-free treatment (20 minutes)
  • Maximize deductions (10 minutes)
  • Defer tax liability (10 minutes)

Program Level: Overview

Prerequisites: None

Advanced Preparation: None



Jeremy Babener

Founder, Structured Consulting

Special Tax Counsel, Lane Powell


Deborah Hresko

C&L Value Advisors

Credit Details

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