TAX-ADVANTAGED SOLUTIONS
BUILT FOR ATTORNEYS

TAX-ADVANTAGED SOLUTIONS
BUILT FOR ATTORNEYS

TAX-ADVANTAGED SOLUTIONS
BUILT FOR ATTORNEYS

At Orca Group, we partner with attorneys to transform earned fees into lasting financial advantage. We design structured fee solutions that defer taxes, preserve wealth, and create predictable long-term income. From settlement planning to implementation, our team ensures every structure is compliant and aligned with your professional and personal financial goals—allowing you to focus on winning cases while we maximize the value of your success.

At Orca Group, we partner with attorneys to transform earned fees into lasting financial advantage. We design structured fee solutions that defer taxes, preserve wealth, and create predictable long-term income. From settlement planning to implementation, our team ensures every structure is compliant and aligned with your professional and personal financial goals—allowing you to focus on winning cases while we maximize the value of your success.

Schedule a call

Schedule a call

Schedule a call

Industry Partners

Industry Partners

Why Orca?

Consultation

Orca reviews your cases to confirm tax deferral qualifications.


We handle timing, documentation, and coordination to ensure your election is properly made.

Orca reviews your cases to confirm tax deferral qualifications.


We handle timing, documentation, and coordination to ensure your election is properly made.

Structure

Every structure Orca designs is built directly on IRS-recognized authority.

Once the plan is approved, Orca facilitates the non-qualified assignment, transferring your fee obligation to a third-party entity that funds future payments through an annuity or market-based account.


Your income remains untaxed until paid, giving you long-term, predictable cash flow.

Every structure Orca designs is built directly on IRS-recognized authority.

Once the plan is approved, Orca facilitates the non-qualified assignment, transferring your fee obligation to a third-party entity that funds future payments through an annuity or market-based account.


Your income remains untaxed until paid, giving you long-term, predictable cash flow.

Julie Klaff

Julie Klaff


Attorney

B.S., Cornell University;

J.D., cum laude, Harvard Law School.

Tom Sutrinaitis

Tom Sutrinaitis


Former Vice President at Silicon Valley Bank and Private Banker at J.P. Morgan.


B.A., University of Chicago;

MBA, Quantic School of Business and Technology.

Young Moon

Young Moon


Attorney


B.A., magna cum laude, Boston College;

J.D., magna cum laude, Northwestern Pritzker School of Law.

Nicholas Balda

Nicholas Balda


Former Deals and Valuation

Analyst at EY-Parthenon.


B.A., Indiana University

Kelley School of Business.

Questions & Answers

Learn more about what Orca has to offer

How does the IRS view attorney fee deferrals?

How does the IRS view attorney fee deferrals?

How does the IRS view attorney fee deferrals?

What are the general compliance requirements?

What are the general compliance requirements?

What are the general compliance requirements?

What are the financial advantages of structuring my fees?

What are the financial advantages of structuring my fees?

What are the financial advantages of structuring my fees?

Why choose Orca?

Why choose Orca?

Why choose Orca?

Before your next case settles, talk to Orca

Before your next case
settles, talk to Orca

Schedule a call

Schedule a call

Schedule a call