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

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

Training Overview

The Tax Cuts and Jobs Act ("TCJA") created a major tax problem in taxable damages cases: the "Plaintiff Double Tax Trap." This trap causes plaintiffs to regularly net, after taxes, between 0%-20% of the total gross recovery. 

In this video training, Greg Maxwell, Esq., MS, CFP, takes you through the ins and outs of a powerful (and underutilized) tax planning strategy available only to plaintiffs in taxable damages cases. The tax strategy he outlines can double (or even triple) the client's after-tax net recovery.

In this Training, You Will Learn:

  • How to identify the Plaintiff Double Tax Trap and estimate its impact on your client’s settlements.
  • ​Why the strategy Greg shares is the only legal way for plaintiffs to avoid paying the "Plaintiff Double Tax Trap." 
  • How to implement this strategy in your practice and protect yourself from potential failure-to-inform liability.

Why Watch the Training?

The TCJA 
Harms Plaintiffs

The Plaintiff Double Tax Trap was an unintended consequence of the Tax Cuts and Jobs Act—and plaintiffs are paying the price. The TCJA is causing many plaintiffs to pay too much in taxes on their recovery.

No Alternative 
Strategies Work

Since the TCJA was enacted, attorneys have tried to get around the Plaintiff Double Tax Trap. The bad news is none of those strategies actually work. The strategy we share is the only valid, viable option. 

Protect Yourself and
Ensure Happy Clients

Learn how implementing this strategy protects you and your firm from failure-to-inform liability — and keeps your clients happy by doubling (or even tripling) what the client keeps after paying taxes.

About Greg Maxwell, Esq., CFP®

Focused Solely on Plaintiff Firms and Their Clients
As a practicing attorney and Certified Financial Planner, Greg is uniquely qualified to help contingency fee-based attorneys handle income tax and retirement planning issues. 
For 20 years, Greg has helped plaintiff attorneys and their clients nationwide reduce their taxable income and make the most of their settlement recoveries.
Greg is the co-founder of Amicus Settlement Planners. Amicus is 100% plaintiff-loyal and works exclusively with plaintiff attorneys and their clients.
Industry-Leading
Expertise
Greg is a past president and board member of the Society of Settlement Planners, a national organization that advocates for plaintiff’s rights in the settlement planning process.
He is a member of the American Association for Justice, the Utah Association for Justice, and is a frequent speaker to local, state, and national trial lawyer organizations on settlement planning related topics, and has authorized many articles in trial journals across the country.
© 2023 | All Rights Reserved | Amicus Settlement Planners, LLC
© 2022 | All Rights Reserved | Amicus Settlement Planners, LLC
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