462. Stop Tipping Uncle Sam: Tax Strategies Every Attorney Must Know with Frank Rekas

462. Stop Tipping Uncle Sam: Tax Strategies Every Attorney Must Know with Frank Rekas

From The Law Entrepreneur by My Legal Academy

September 26, 2025 · 39 min · Season 2 · Episode 462

About this episode

Bridgit Norris interviews Frank Rekas about essential tax strategies for attorneys to minimize taxes and grow wealth.

If you’re a law firm owner who feels like you’re working harder but keeping less, this conversation is going to hit home.  Bridgit Norris sits down with Frank Rekas, a CPFA with 34 years in financial services who serves as a “Personal CFO” to attorneys and has earned the nickname “The Tax Whisperer.”  Frank’s not just another advisor—he’s built a systematic approach to help lawyers minimize taxes, protect assets, and grow wealth with purpose. From uncovering hidden leaks in your finances to strategies for building generational wealth, Frank reveals why winging it with your money is costing you more than you realize. Stick around, because this episode gives you the clarity and confidence to finally make your money work as hard as you do. Key Takeaways from Bridgit and Frank: 1. Stop Winging It With Your Finances Many attorneys bring in strong revenue but fail to track or plan their money, leaving them vulnerable to overspending, missed deductions, and tax surprises. Building even small proactive systems gives you control instead of chaos. 2. Proactive Tax Planning Beats Reactive Returns Most CPAs look backwards, filing returns instead of helping clients plan ahead. Frank…

People in this episode

Host: Bridgit Norris

Guest: Frank Rekas

Topics covered

  • tax strategies
  • law firm finances
  • wealth management
  • financial planning
  • attorney advice

Keywords

  • tax strategies
  • law firm owner
  • financial services
  • wealth growth
  • proactive planning

Mentioned in this episode

Organizations: My Legal Academy, CPFA

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