For Professional Partners
For CPAs — the legal counterpart your clients need
Estate planning, business law, real estate, AI compliance — the legal work that runs alongside the tax work your clients already trust you for.
CPAs and attorneys serve the same clients on different problems. The CPA handles tax and accounting; the attorney handles legal structure. The two practices work best when they communicate — on entity structure, basis questions, gifting strategy, charitable structures, AI-vendor compliance. Adam Lysinski looks for CPA partnerships where both practices serve the same client well, with no commercial reciprocity strings attached.
Where Adam's practice intersects with CPAs
Estate planning. Adam handles wills, trusts, TODI, comprehensive plans. The CPA handles tax planning, gifting strategy, charitable structures, basis adjustments. Coordination matters when valuation discounts, GRATs, SLATs, or other tax-driven structures are on the table.
Business law. Adam handles entity formation, operating agreements, M&A, contract review. The CPA handles entity tax election, basis tracking, partner allocations, ongoing compliance. The two practices coordinate on entity choice (LLC vs. S-Corp vs. C-Corp) where the tax considerations and legal considerations both bear on the decision.
Real estate. Adam handles closings and structuring. The CPA handles tax basis, depreciation, like-kind exchange treatment, opportunity-zone deployments. Coordination matters on investor-purchase structures, trust ownership of property, and 1031 exchange timing.
AI compliance. Adam holds the AIGP credential. CPAs whose clients are deploying AI tools and need HB 3773, BIPA, or AI vendor compliance benefit from a legal counterpart who understands the technology and the regulatory landscape.
How the referral relationship works
Adam refers clients to CPAs in his network when his clients need tax counsel he is not positioned to provide. There is no expectation of commercial reciprocity. Adam doesn't pay for referrals (Illinois RPC 7.2 prohibits referral fees in most attorney contexts), and he doesn't expect CPAs to refer to him in exchange for his referrals.
What Adam does expect from a CPA partnership: clear communication on shared clients, mutual respect for the boundaries of each practice, and a shared commitment to the client's actual interests — not the firm's revenue interests.
Educational resources Adam provides to CPA partners
Adam regularly produces written guidance on estate planning, AI compliance, and business law that CPAs find useful for their own client counsel. Recent topics: federal estate tax exemption changes under the One Big Beautiful Bill Act, Illinois HB 3773 employer compliance, BIPA compliance, attorney-review and closing-cost realities for clients buying or selling Illinois real estate.
CPAs interested in receiving these resources can subscribe via the contact form. Adam does not sell or share email lists.
Areas Adam doesn't take on
Adam doesn't handle litigation matters — Adam refers litigation clients to litigation counsel. Adam doesn't handle bankruptcy, family law, criminal law, or personal injury. Adam doesn't handle ERISA. The clean-handoff matters for the CPA-attorney relationship: knowing what's in scope and what's not.
Connecting
CPAs interested in exploring a referral relationship can call Adam directly at (773) 777-9888 or email through the contact form. Adam meets briefly with potential CPA partners to discuss client overlap and how the two practices can serve clients together. There is no obligation and no commercial relationship until both sides have agreed on what makes sense.
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