Turn your firm’s profits into personal wealth-before tax season closes in.

Put six figures away—fast, smarter, and pre-tax—with a Cash Balance Plan

Check if this fits your firm
banner

Don’t make another estimated tax payment.

You've grown your practice. Now here's how to turn it into personal wealth with a Cash Balance Plan.

It’s shocking how many firms still aren’t doing this. We used to save maybe $50K with a SEP. Now we’re deducting over $200K a year.

— Partner, Estate Planning Firm

Get a custom tax savings estimate

3 steps to stop overpaying the IRS

“Sounds too good to be true.” We hear that a lot.  It’s not. Most firms just haven’t had someone walk them through it. That’s where we come in:

Tax-icon

1

We run a tax savings study without cost or obligation.

content-management

2

You approve a custom plan designed around your personal goals.

compliance

3

We handle the setup, compliance, and filings

Your CPA stays in the loop. You get the tax break. No extra admin.
See how one business owner saves $100k in taxes every year

Not sure if this fits your income and structure? Here’s how to tell.

Cash Balance Plans are not for everyone. But when they work, they are a powerful way to defer taxes and improve your overall retirement, succession and estate plans.

IT IS FOR YOU IF YOU WANT

  • To contribute more than $70,000 per year to your personal retirement account
  • To provide a generous benefit for your employees without breaking the bank
  • The flexibility to adjust your contributions in years when firm income is lower

IT IS PROBABLY NOT FOR YOU

  • If you do not owe a lot of taxes
  • If you have a lot of full-time employees
  • If your cash flow won't support contributing an average of $100,000 per year for three to five years.
Our plans are custom-built. Let’s see if we’re the right fit for you.

Why are law firm partners like you using this?

When the stars align, Cash Balance Plans use pre-approved IRS plan documents that let you:

  • Deduct 3–5x more than you can with a SEP IRA or 401(k)
  • Keep setup fees and administrative costs reasonable
  • Customize the plan to fit your goals and cash flow
  • Prioritize older, highly compensated partners while keeping employee costs low

With early, strategic planning, we can set the course or adjust it when needed.

See what we mean

Already have a tax advisor? Perfect. Let’s team up.

We don’t provide tax advice, so we always recommend involving your CPA or tax attorney early. You get the tax break, they stay the quarterback. No turf wars. No disruption. Just a smarter, aligned strategy. Here’s why it makes sense:

  • Today’s Cash Balance Plans are smarter and more flexible—even if your tax advisor remembers the old, rigid Defined Benefit version.
  • Most tax advisors aren’t set up to design and administer these plans—but we are.
  • Not to mention a 50-minute call earns your advisor 1 hour of CE credit, and more importantly, clears up confusion.
See if it fits your setup

Turn tax frustration into long-term strategy

Plan smarter, not later. Whether you’re mid-year or months from filing, now’s a good time to explore if a Cash Balance Plan fits your firm.

Book a consult for a free, no-pressure plan design.