Getting More from Contingent Fees: Deferral & Tax Planning - On Demand CLE

Discover how to lower your immediate tax liability and defer taxation on potential investment gains by delaying receipt of your contingent fees. With strategic planning, deferred fees can be allocated across a range of investment vehicles to give you greater financial control and tax efficiency. Join nationally recognized tax attorney Jeremy Babener and settlement advisor and former litigation attorney Peter Darling as they walk you through the critical actions required to preserve deferral benefits, explain why proper structuring is essential, and offer sample language you can use in your next fee agreement. During this 60-minute presentation followed by a brief Q&A, Babener and Darling will cover: The tax-saving benefits of contingent fee deferral A comparison of available deferral structures Key legal and procedural steps you can take to secure deferral eligibility This On Demand Program is a pre-order. It will be available for streaming in your account on or before 10/30/25.