For counsel & non-equity partners
Comp starts shifting here — bigger bonuses, sometimes a mix of W-2 and K-1 income, and a real path toward equity partnership coming into view. The plan needs to shift with it.
Where it gets complicated
Some firms shift counsel and non-equity partners onto a hybrid comp structure, mixing W-2 salary with a K-1 component — which changes quarterly tax planning, retirement contribution limits, and cash flow all at once.
This is also typically the stage where partnership buy-in starts becoming a real, near-term conversation rather than a distant hypothetical.
Where we help
Coordinating tax and cash flow across mixed W-2/K-1 compensation.
Modeling the capital contribution before it's due, not after.
Maximizing tax-advantaged savings as income and account limits shift.
Getting a foundational plan in place before net worth gets more complex.
Why it matters now
The plan that got you here isn't the plan that gets you through partnership.
Get started
Talk through where things stand and what's coming next.
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