You're Probably Overpaying in Taxes. Here's What to Do About It

Most law firm owners think they're covered on taxes. They've got a CPA. Returns come in on time. No audits. What else is there?

A lot, actually.

The difference between a tax preparer and a tax strategist isn't just terminology — it's tens or even hundreds of thousands of dollars a year. And if nobody's having proactive conversations with you throughout the year, those strategies disappear on December 31st. Every year.

In this episode, Moshe sits down with Boris Musheyev, CPA, certified tax strategist, and founder of BorisMTax, to have the conversation most firm owners never get to have.

You'll learn:

  • The critical difference between a tax preparer and a tax strategist—and why most law firm owners are missing out on 6-figure savings
  • Why single-member LLC law firms are among the most over-taxed businesses in the country
  • How owning the building you operate out of can produce six-figure tax write-offs
  • The cash balance plan strategy that lets some firm owners shelter $400,000+ p...
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How to Make a Return on Investing in Mass Tort Cases

Most law firm owners hear “mass torts” and think opportunity.
What they don’t see is the risk, the noise, and the number of firms quietly losing money.

In this episode, Moshe sits down with Kate Hoffmann, founder of Smart Reviews, to unpack what’s really happening behind the scenes — from how firms are using mass torts as a growth and tax strategy, to where things are breaking down with bad leads and fraud.

They walk through how to evaluate opportunities the right way, what separates a smart investment from a costly mistake, and why due diligence is the difference between strong returns and wasted spend.

This isn’t about chasing the next big case.
It’s about understanding how this space actually works so you can make better decisions with your time, money, and firm.

If you’ve ever considered mass torts — or you’re already investing and want to do it more effectively — this conversation will give you a clearer lens on what to look for and what to avoid.

Listen now to learn how to...

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