Case Study: B. Leor Makover

Client Stories

B. Leor Makover

Learn how Robert Hall & Associates has helped EM Legal APC’s founding partner B. Leor Makover streamline financial management and achieve substantial tax savings through expert guidance and strategic planning.

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About B. Leor Makover

B. Leor Makover, co-founding partner of EM Legal APC alongside Sean Eggers, leads the law firm in providing top-tier insurance defense services. In this interview, B. Leor shares insights into their experience working with Robert Hall & Associates, emphasizing the law firm’s dedication to quality work and continuous improvement in client service.

Since its inception almost two years ago, the law firm has relied on Robert Hall & Associates for comprehensive tax services and business formation assistance, including the creation of S-Corps and other strategic business structures. B. Leor highlights significant financial benefits, including savings of over $100,000 through tax strategies like the PTE program since working with Robert Hall & Associates. Overall, EM Legal APC remains highly satisfied with the services provided and anticipates a continued partnership with the firm.

The Challenge

As EM Legal APC expanded, B. Leor encountered increasing challenges in managing the firm’s taxes and overall business structure. He found it difficult to navigate state tax obligations, accurately categorize business expenses, and efficiently set up retirement plans like 401(k)s for himself and his team. The law firm’s growth added more layers of complexity to their financial management, making it harder to ensure that everything was properly aligned for maximum tax savings and compliance. B. Leor realized that without expert guidance, it would be nearly impossible to stay on top of these critical areas while focusing on the firm’s core legal work. This growing concern led him to seek out professional assistance, eventually turning to Robert Hall & Associates to help address these ongoing tax and business structure challenges.

How We Helped

To address the challenges B. Leor faced in managing his growing law firm, Robert Hall & Associates provided expert guidance throughout every stage of the law firm’s tax journey. From the early days of establishing EM Legal APC’s business structure to adapting as the firm evolved, Robert Hall & Associates has ensured that B. Leor’s financial strategies were aligned with his goals. The team at Robert Hall & Associates has provided personalized advice on tax planning, structuring the business for efficiency, and optimizing retirement contributions. This ongoing support helped relieve the pressure of staying on top of tax regulations and allowed B. Leor to focus more on the day-to-day operations of his practice.

Robert Hall & Associates has provided valuable support in the following areas:

Business Structure
Tobert Hall & Associates has helped set up the firm's initial S-Corp and later assisted in transitioning to a partnership structure, ensuring it was tailored to the law firm's needs.
Tax Planning
Has introduced effective tax-saving strategies ensuring the firm maximized potential savings.
Retirement Planning
Robert Hall & Associates has offered advice on how to structure 401(k) contributions for both personal and business benefit, making sure retirement savings were optimized.
Ongoing Support
Has provided continuous communication and updates, ensuring no deadlines or critical filings were missed.

Client Benefit

Since partnering with Robert Hall & Associates, B. Leor has seen significant benefits in the overall management of EM Legal APC’s taxes. The expert guidance provided has allowed him to streamline complex tax processes, reduce the stress associated with meeting deadlines, and optimize financial strategies that were previously difficult to navigate. The support has also enabled him to make more informed decisions about how to allocate resources, confidently structure retirement plans, and maximize tax efficiencies, all while maintaining compliance with ever-changing tax regulations. This ongoing partnership has not only simplified the law firm’s tax obligations but has also contributed to its long-term financial stability and growth.

Results

“We’ve probably saved in excess of $100,000 over the last two years, which is sizable. We’re very grateful, even though we haven’t done the hard numbers yet.”

Since working with Robert Hall & Associates, B. Leor has seen remarkable results in managing EM Legal APC’s taxes, including substantial savings and greater efficiency in financial planning. One of the most impactful strategies was the introduction of the PTE program, which allowed the law firm to significantly reduce its state tax liabilities. Additionally, Robert Hall & Associate’s guidance on business formation, expense categorization, and retirement planning has helped the law firm maximize its financial efficiency. This level of financial success has reinforced the value of their continued partnership with Robert Hall & Associates.