Withum’s Law Firm Leadership Roundtable
Join leading industry experts and managing partners at our quarterly virtual roundtable to discuss pressing issues and important topics for law firm leadership to incorporate into their firm’s strategy.
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Our Quarterly Roundtable will feature:
- Update: The State of AI in the Law Firm Industry | Presented by Withum’s Val Orekhov
- Law Firms, Meet OBBBA: Your New Tax Reality | Presented by Rebecca Stidham, Law Firm Services Team Leader, Withum
This session breaks down the key provisions of the OBBBA that directly affect legal professionals and law firms, including enhancements to the Qualified Business Income (QBI) deduction – particularly relevant for pass-through entities – and expanded bonus depreciation rules that may impact firm investments. We will also discuss the temporary expansion of the State and Local Tax (SALT) deduction cap to $40,000 through 2029, with phaseouts for high-income earners. Whether you're managing a boutique firm or a multi-office practice, understanding these updates is essential for refining your firm’s tax strategy. Join us to explore how the OBBBA impacts the financial and operational landscape for the legal industry, and what planning steps your firm should take now to maximize benefits. - Deal or No Deal? The PE Equation for Law Firms | Presented by Rachel Wasserman, Founder & Principal, Wasserman Business Law
Explore the evolving private equity landscape for law firms, from its growing presence in professional services to the latest developments shaping legal industry investment. This session will unpack the strategic and operational considerations of accepting PE funding, and examine the real-world outcomes—who are the winners, who are the losers and why—when law firms engage in PE transactions. We’ll also delve into the broader implications for the legal profession, including shifts in firm governance, client service models, and long-term sustainability, offering a forward-looking view of what PE could mean for the future of law.
Featured Speakers
Register for This Roundtable
Join us to discuss pressing issues and important topics for law firm leadership to incorporate into their firm’s strategy.