- I hired a CPA team to address the audit. I was terrified to spend money I didn’t think I had to pay for advisors I really didn’t know how to work with. (A common theme back in those days and part of why I created my LIFT Foundation program to support those of you who are still in the phase of learning how to work with legal, insurance, financial and tax matters and afraid to spend the right money on it);
- I made a deal with myself that every time my mind wanted to return to thinking about the audit and beating me up about something that was now out of my control, I would rip it away from the addiction and fascination with how much I sucked, and direct that mental energy to something that was within my control now … and as a result, I reclaimed all of that energy and attention that was focusing on something outside of my control, and I put it on building the new business I was creating at the time, the Family Wealth Planning Institute (my first online business).
- I ended up with a no-change on my tax audit, meaning the IRS didn’t make me pay anything additional on my 2005 taxes. This was EVEN THOUGH my books were totally messed up.
- I used the energy and attention I was putting into beating myself up to build the Family Wealth Planning Institute into a million dollar enterprise by the following year, which today is the foundation of the business that licenses more than 400 lawyers as Personal Family Lawyer firms (PFL was first launched in 2007 during that tax audit).
- I learned a HUGE amount about legal, insurance, financial and tax matters that I would not have otherwise had the motivation to learn. So, yes, it was happening for me. And, whatever is happening for you right now, is happening for you too. If only you can see it.If you need help seeing it, I have support for you in my membership — Eyes Wide Open: the Membership. Details here.
And, if you are a lawyer … this is happening this week! And, it’s sooooo good.
The Greatest Online Summit Ever for Estate Planning Pros (and Those Who Want to Be)
December 12-16, 2022
Ditch the trial and error, and learn our insider tips for fast-tracking the growth of your estate planning practice into a business you love. (You won’t believe the value of what we’re sharing.)
You’re invited to The Greatest Online Summit Ever for Estate Planning Pros (and Those Who Want to Be) happening this week December 12-16!
I’m bringing you the best of the best resources, vendors, and service providers. Plus, you’ll also have a chance to virtually meet NLBM member lawyers and mentors who are rocking the solo law practice model, staffed practice model, or have built $MM dollar empires. These are lawyers like you who have taken action and optimized their estate planning law practices with the systems you’ll learn about. They’ve started playing like pros and making a huge impact in their communities by serving people really well.
Register today, and get in there with us. It’s free this week, as my end of year gift to you, and will be packaged as a program for sale next year.
And, I decided to keep the Legacy Masterclass Series open through year end, as my gift to you. I’m keeping the sessions open through year end … so you can binge watch, and learn to talk money with your family this year.
Here’s where you join the group. All the sessions are in the guides sections for you to watch immediately.
Okay, that’s it … I look forward to seeing you on the internet.
To your eyes (and hear) wide open,
I’d love for us to stay connected! When you connect with me on social media you will be able to be even more in the know about upcoming events and registration details.