#338: Tax Strategy: Proactive Planning with Tax Attorney Megan Robin
Update: 2025-12-02
Description
How often do you think about taxes as part of your long-term wealth strategy rather than something you deal with once a year? In this episode, Melissa talks with tax attorney Megan Robin about why proactive tax planning matters for law firm owners who want to build and protect wealth. They explore how treating taxes as a strategic lever, rather than a deadline, opens opportunities to improve your financial position throughout the year.
This conversation highlights patterns Megan sees repeatedly, from overpaying taxes due to missed opportunities to relying on broad advice that does not fit a law firm owner's specific situation. You will hear why your firm is often your most valuable asset and how intentional tax planning can strengthen both your cash flow and long-term wealth. Melissa and Megan bring clarity to an area that many owners overlook, and the guidance offered will help you think more strategically about the money you keep.
Let's talk!
If you are a law firm owner looking to talk with us about partnering on your personal and professional growth, book a short, free, no-pressure call with Melissa here: https://velocitywork.com/calendar
Get full show notes, transcript, and more information here: https://www.velocitywork.com/338
Watch this episode on YouTube: https://youtube.com/@velocitywork
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