🎯 You’ve Made Partner — Now What?

Your income just changed dramatically. So did your taxes, retirement planning, and wealth-building potential. The decisions you make now can shape your financial future for decades.

This guide helps you make them with clarity and confidence. 

📘 What You’ll Learn Inside:

   ✅ How to navigate the shift from employee to business owner
   ✅ Key tax strategies for maximizing your income and minimizing liability
   ✅ How to structure a wealth-building plan aligned with your new compensation
   ✅ Why cash flow planning is critical for quarterly taxes and partner draws
   ✅ Asset protection, retirement plans, and planning for future equity

🧠 Perfect For:

   📌 Attorneys recently promoted to partner (or on track to make partner)
   📌 New partners at AmLaw 100, 200, boutique, or regional firms
   📌 Legal professionals earning $400K+ and looking to build lasting wealth
   📌 Anyone who wants to be proactive — not reactive — with money

✍️ About the Author

Conrad Levesque, CFP, CPA, CEPA, BPC, is a Wealth Advisor, Fractional CFO, & Tax Specialist offering financial leadership to high-income professionals, business owners, and legacy-minded families. With 20+ years of experience, Conrad helps new law firm partners take control of their compensation, reduce their tax burden, and build long-term wealth - turning today's earnings into tomorrow's financial freedom. 

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Bonus: After you download, you’ll also receive a free invite to our next live workshop: “Law Firm Partner Finances: What Every New Partner Needs to Know”