Top Tax Planning Resources for Law Firm Partners

Advanced tax planning, made partner-simple.

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Begin with your biggest opportunity.

Grow your retirement wealth, reduce your tax burden, stay compliant, or help clients do the same—start with the goal that matters most to you.

Tax Savings

This is How Elite Partners Increase Wealth

The Way Elite Law Partners Grow Wealth

Retirement

Build More Retirement Wealth, Faster

The Smart Way Law Partners Grow Wealth—Without Growing Overhead.

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Stay Compliant. Avoid Risk.

Cash Balance Plans Are IRS-Qualified—So Why Doesn’t Your CPA Talk About Them?

Stay Compliant.

For CPAs: Boost Client Savings, Not Your Workload

Cash Balance vs Traditional Defined Benefit Plans: How are They Different?

Feasibility Study

Feasibility Study

Determine if a cash balance plan is the right fit for your business.

High income shouldn't mean high tax. Let’s fix that.

Retire Richer: Plans Built for High-Income Partners

This strategy could be a fit if you…

Flexible Contributions, Explained

Worried about commitment here’s how cash balance plans let you adjust what you contribute each year.

You’ve Hit the Limit—Now What?

Smart retirement moves for high-income partners who want to keep deducting and growing wealth.

Cash Balance Plans Without Breaking the Bank on Staff

Offer a powerful plan for yourself without overpaying employees.

Gut-Check Your CPA’s Advice

If they haven’t mentioned cash balance plans, here’s why—and what smart firms do instead.

Must-Have Tool:

How to Set Up a Cash Balance Plan
(Step-by-Step Guide)

Get the Guide

If your 401(k) is maxed, we’ll show you what’s next.

On-Demand Webinars for High-Income Law Partners

These on-demand webinars show how partners in small firms are using advanced tools to save more and retire better.

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Start Your Plan
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Start Your Plan
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Start Your Plan

Head-to-Head: Tax Strategy Matchups

Explore side-by-side comparisons and real-world scenarios so you can choose the strategy that fits your income, goals, and growth.

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Beyond the Basics: Plan Comparison Tool

How SEP, 401(k), and cash balance plans stack up on tax impact.

Traditional DB Plans

Cash Balance vs. Traditional DB Plans

What CPAs are recommending now—and why smart firms are choosing clarity over complexity.

Variable Income

Planning for Variable Income

Cash balance plans aren’t all-or-nothing. See how flexible contribution ranges protect partners in lower-income years.

Plan Legit

Myth vs Reality: What Makes a Plan Legit

Contrast skepticism with IRS recognition, actuary backing, and use by top earners.

Saw a plan that fits your goals? We’ll help you implement it.

Thought Leadership for High-Income Law Partners

Go deeper on what makes cash balance plans work with expert insights on compliance, plan design, and tax impact.

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The Real Cost of Offering a Cash Balance Plan—And Why It’s Less Than You Think

Worried about commitment? Here's how cash balance law firm partners structure plans to protect themselves first.
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Income Drops Happen. Your Retirement Plan Should Be Ready.

Cash balance plans aren’t rigid pensions. Discover how they adjust with you—even when revenue takes a hit.
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When a 401(k) Isn’t Enough: The Tax Impact of Stacking a Cash Balance Plan

High earners often max out traditional plans fast. Here’s what happens when they add a second, IRS-approved layer.
Start Your Plan
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The SEP and 401(k) Can Only Take You So Far

These plans weren’t built for partners earning $400K+. Here’s what’s next when you’re ready to go beyond the basics.
Start Your Plan
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Why Your CPA Isn’t Talking About Cash Balance Plans

It’s not a red flag—it’s a blind spot. Most CPAs avoid what they don’t implement. Here’s what smart firms do instead.
Start Your Plan
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Are Cash Balance Plans Too Good to Be True?

IRS-qualified. Actuary-reviewed. Quietly used by top earners for years. Here’s what makes them legit.
Start Your Plan

Saw a plan that fits your goals?
We’ll help you implement it.

What Every CPA Should Know About Retirement Plans for High-Income Clients

From plan comparisons to compliance insights, these articles help you support advanced tax strategies without straying from your core role.

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Which Retirement Plan Actually Reduces the Tax Bill?

A breakdown of SEP, 401(k), and cash balance options—so you can guide partners to better outcomes.

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Beyond the Basics: Retirement Planning for Sophisticated Earners

If your clients have outgrown traditional plans, here’s what they—and you—should be evaluating next.

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Cash Balance vs Traditional DB: What CPAs Need to Know Now

The old pension model isn’t dead—but it’s being replaced. Here’s how to keep your recommendations current.

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Are Cash Balance Plans Recognized and Reliable? The IRS and Actuaries Say Yes

Learn what the IRS, actuaries, and high-earning professionals already understand about these plans.

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We partner with CPAs to support advanced plans without disrupting client trust. Partner with us today.

Smart Moves: How-To Guides for Top Earners

Practical, partner-focused strategies for lowering taxes, managing contributions, and building personal wealth.

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How Law Firm Partners Can Take More Home—Without Raising Red Flags

These five strategies help you increase tax savings while staying fully compliant.
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Take Back Control: How Top Law Firm Partners Outsmart the Tax Code

Elite partners don’t let IRS limits dictate their future. Here’s how they strategically slash taxable income—and build lasting wealth on their own terms.
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How Flexible Are Cash Balance Plans? More Than You Think

See how contribution levels can adjust each year—without losing the plan’s tax power.
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What to Do If Your Income Drops After Starting a Cash Balance Plan

Your plan doesn’t have to break if revenue dips. Here's how top earners stay protected.
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How to Offer a Cash Balance Plan Without Overspending on Staff

Learn how partners structure plans to maximize personal benefit without bloated employee costs.
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These guides show what’s possible.

We’ll help you get it done.
Start Your Plan
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A Better Retirement Option for Farmers

Traditional retirement plans have limits. Here’s what top-producing farmers are doing to build long-term wealth.

Farming at a High Level? It’s Time to Rethink Your Retirement Strategy

If your income is growing but your 401(k) or SEP isn’t keeping up, here’s how a cash balance plan can help you save more—without complicating your operation.

If your operation’s growing, we’ll help you protect what you’ve earned.

Build a Cash Balance Plan That Matches Your Income

We’ve helped hundreds of high-income professionals design compliant, flexible plans that protect their income and future.

You don’t need to change your business. Just your strategy.

Design Your Strategy