Скачать или смотреть Ep 96 | Protecting Your Law Firm: 831(b) and Tax Strategy Insights with Van Carslon | Ep 96

Unlocking Financial Security for Law Firms: Exploring 831(b) Plans with Van Carlson from ‪@sra831badmin‬

In this episode of Your Profitable Law Firm Podcast, host Kelley Brubaker welcomes Van Carlson, founder and CEO of SRA 831(b) Admin. They discuss the inevitability of risks in business, from economic downturns to unforeseen pandemics, and introduce 831(b) plans as a strategic tool.

Learn how these plans can provide financial security, significant tax advantages, and better risk management for law firm owners. The conversation also looks at the importance of risk financing and practical steps to implement 831(b) plans.

Ideal for law firm owners looking for innovative ways to protect their business and scale profitably.

✨ To reach Van directly:
LinkedIn:   / vancarlson  
Website: https://www.831b.com/
Youtube: ‪@sra831badmin‬

01:30 The Role of AI in Business
03:15 Understanding 831(b) Plans
06:55 Risk Management for Law Firms
11:07 Tax Benefits and Financial Security
19:02 Deciding to Close the Firm
19:18 Ownership and 831(b) Plan
19:56 IRS Concerns and Compliance
20:51 Tax Strategies and CPA Relationships
22:58 Risk Management and Business Practices
23:39 Common Myths and Misconceptions
25:52 Legal and CPA Community Involvement
31:03 Final Thoughts and Contact Information


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