Tax Planning for Big Law Attorneys During Tax Season with Brian Leben

Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money with Matt Smith, Episode 7 In this episode of the Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money, Matt Smith speaks with tax advisor Brian Leben, partner of Lulloff, Leben & Taylor, LLC, a tax advisory firm. Tune in to the episode to hear about: Tax planning considerations for big law attorneys during tax season Avoiding steep underpayment penalties Common gaps among high earners, including not maximizing pre-tax 401(k) and HSA contributions Backdoor and “mega” backdoor Roth strategies, allowing after-tax contributions and in-service rollovers A caution to popular social-media tax strategies (heavy vehicle deductions, conservation easements, intangible drilling costs, and the Augusta rule) are often inapplicable, complex, or not worth the hassle Practical opportunities including properly applying composite/PTE state tax payments Learn more about Brian Leben: Connect with Brian on LinkedIn:   / brian-leben-mba-cpa-pmp-pfs-cfp-r-7b29045   Visit Lulloff, Leben & Taylor, LLC’s website: https://www.lltcpas.com Email Brian: [email protected] *********************************** About “Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money”: You bill in 6-minute increments. Let’s get you some of that time back. “Sidebar with a CFP®” is your space for candid conversations about life inside BigLaw—the real stuff they don’t teach in law school or show in recruiter brochures. Hosted by Matt Smith, CFP® and founder of Concert Financial Planning, this show pulls back the curtain on what it actually feels like to climb the ranks, navigate transitions, and make big decisions in a high-stakes career. You’ll hear from Partners, Associates, and experts across law and finance—each sharing stories, surprises, and strategies for building a life (and career) that works for you. This isn’t a money podcast. It’s a life-in-BigLaw podcast—with a CFP® in the host chair. Watch or listen to more episodes of Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money: YouTube:    / @concertfinplan   Apple: https://podcasts.apple.com/us/podcast... Amazon: https://music.amazon.com/podcasts/f6d... Spotify: https://open.spotify.com/show/2au3zmr... iHeart Radio: https://www.iheart.com/podcast/269-si... Connect and learn more from your host, Matt Smith and Concert Financial Planning: Connect with Matt on LinkedIn:   / matthewcharlessmith   Follow Concert Financial Planning on LinkedIn:   / concertfinplan   Follow Concert Financial Planning on Facebook:   / concertfinplan   Follow Concert Financial Planning on Instagram:   / concertfinplan