CLE Learn and Earn

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Tax Planning vs. Tax Filing: 5 Costly Myths That Keep You Overpaying
 

Date: Tuesday, November 10, 2026
Time: 12:00 p.m. ET
Format: Live Zoom Webinar
Cost: $25

Most taxpayers treat taxes as a once a year filing requirement, assuming the bill is already set once the income is earned. That mindset leads to missed opportunities and unnecessary tax payments, year after year.

In this session tailored to the legal profession, Chris Picciurro, CPA/PFS, MBA, ARA, breaks down five common myths that keep attorneys and law firm owners overpaying, including misunderstandings around deductions, timing of income, entity structure, and the difference between reactive filing and proactive planning.

Attendees will learn how small shifts in strategy throughout the year create meaningful savings over time, and how tax planning intersects with the financial, business, and legal decisions they're already making. With year end right around the corner, the timing is ideal for putting these ideas to work before December 31. Walk away with a clear path from a compliance mindset to a planning mindset, fully aligned with your long term goals, and fully compliant.

Approved for 1 CLE Credit