Synergy Blog

TESTIMONIALS

“Synergy is our guiding light for deferring our contingent legal fees and planning for retirement. The lawyers at Panter Panter & Sampedro, myself included, have been working with them for over ten years using different methods to defer comp and plan for retirement.”

Brett Panter
Panter, Panter & Sampedro

"I don't think I've directly said "thank you" for helping us with Bridgett’s case. We sent the reduced payment to Medicaid and called Bridgett's mom to tell her approximately how much money was going to be left for Bridgett and she broke down over the telephone. Given only $25k of insurance and a $850k medical bill from the hospital she didn't think Bridgett would ever see a penny."

Tom L. Copeland
Jeffrey Meldon & Associates, P.A.

While Fighting for the Families You Represent, Don't Forget to Protect Your Fees from the Tax ManThird Thursday Webinar

In this webinar, Synergy President, Anthony F. Prieto, Jr. CFP®, will discuss attorney fee deferral strategies and how to invest contingent legal fees on a pre-tax and tax-deferred basis. You will learn how to harness the power of attorney fee deferral solutions to protect your fees from being taxed in the year earned, if so desired. A brief Q&A will follow the presentation. 

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