In this episode of the Behind the Bench podcast, Josh Konigsberg, Partner & Co-Founder of Law Firm Marketing Pros, interviews Adam and Jackie Williams, co-owners of Pennywise Tax Strategies. Jackie, a seasoned CPA, and Adam, an attorney and serial entrepreneur, share how they help law firms maximize profits through innovative tax strategies.

They discuss key challenges law firms face, such as tax planning and business ownership complexities. Jackie emphasizes the importance of proactive planning, while Adam highlights the need to educate law firms on the difference between tax preparation and strategic tax planning. The dynamic duo also share lessons learned from helping law firms during the pandemic and stress the importance of trusting experts.

Listen to the whole podcast to learn how Pennywise Tax Strategies helps law firms keep more of their profits while staying compliant with tax laws.