Flow of 1099s When Using a Deferred Compensation Plan artwork
Settlement Planning Tips for Personal Injury Attorneys

Flow of 1099s When Using a Deferred Compensation Plan

  • E77
  • 01:59
  • June 28th 2021

When we work with attorneys to establish their deferred compensation plans, they often ask us how to handle IRS Form 1099s.

This episode outlines the typical flow of 1099 forms when a plaintiff attorney defers contingent legal fees into a deferred compensation plan.

Contact Greg Maxwell at (801) 683-7362 or at [email protected] if you have any questions about this podcast episode.

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Settlement Planning Tips for Personal Injury Attorneys

The Settlement Planning Tips for Personal Injury Attorneys podcast helps PI lawyers navigate the unique legal and financial issues that arise near the settlement of a PI case.

Each week, join Greg Maxwell, JD, CFP® of Amicus Settlement Planners, as he answers commonly asked questions and shares practical pointers to maximize the client's recovery while minimizing the lawyer's liability.

This attorney-to-attorney podcast discusses government benefits planning, special needs trusts, structured settlement annuities, lien resolution, Medicare Secondary Payer Act compliance, income tax reduction strategies for attorneys, and more!