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  • Deirdre Wheatley-Liss Esq.

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Deirdre Wheatley-Liss Esq. 1 posts 0 comments

Deirdre R. Wheatley-Liss divides her practice between representation of business owners and their businesses, counselling individuals and families, and advising non-profit entities.  Ms. Wheatley-Liss counsels business owners on legal and structural issues related to start-up, financing, growth and exit strategy.  As a tax attorney, she always keeps an eye on minimizing a business owner's "silent partner" – the IRS. She also advises on director and officer (D&O) liability issues, including business succession and break-ups. By creating the most efficient organizational structures and contractual arrangements during the infancy and growth of a business she has helped clients keep hundreds of thousands of dollars in their pockets upon the sale of the mature business.  To educate both the public and the legal community about issues relating to business ownerships, Ms. Wheatley-Liss is a frequent lecturer to professionals and the public on topics related to start-up, intellectual property, employee and independent contractor issues, wealth transfer, tax minimization, business succession planning and cybersecurity.
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Make More Money: Automate Drafting Estate Planning Documents

Deirdre Wheatley-Liss Esq. Aug 9, 2022
You CAN automate the drafting of estate planning in your practice. Regardless of the size or complexity of client matters you handle, automation will (yes “will”!) make you more efficient, more effective, and more profitable.  With…
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Profile
  • [ils-saas-sso-login-default]
  • Home
  • Solutions
    • Wealth Transfer Planning
    • Elder Law Planning
    • Essential Estate Planning
    • Retirement Benefits Planning
    • Firearms Trust Planning
    • Law School Program
    • Educational Resources
    • Testimonials
  • CTA Resources
  • Academy
    • Estate Planning – Tax
    • Estate Planning – Basics
    • Faculty
    • CLE Approved
    • Tuition
    • FAQs
    • Attorney Reviews
    • Contact Us
  • Blog
  • Webinars
    • Hot Topics
    • All Access Pass
    • Roundtable
    • Drafting
    • On-Demand
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  • Resources
    • Discussion Forum
    • Practitioner Referral Network
    • Legal Knowledgebase
    • Practice Development
    • Alliance Partners
    • Software Integrations
    • Legal Visionaries Podcast
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    • Referral Rewards
  • Support
  • Our Team
    • Special Advisors
    • Advisory Board
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Welcome back, Letha Sgritta McDowell CELA

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