Unlock IRS-Sanctioned Tax Benefits

Unlock IRS-Sanctioned Tax Benefits

Click the button below if the guide does not immediately download to your desktop.

Download the Tax Savings Guide

Learn MOre About

Tax Saving Strategies for Businesses

What if you could move $250,000 or more directly from your business profits to your retirement savings, pre-tax? With the right retirement plan in place, the IRS says you can. Download the Tax Savings Guide to learn how to:

Tax Strategy

Implement the tax advantage layer cake strategy

Reduce Tax Liability

Reduce tax liability while turbo-charging retirement savings

Minimize Taxes

Utilize retirement plans to further minimize taxes for business owners

Rated One of America’s Top Advisors

CEFEX® Certification1

Centre for Fiduciary Excellence

2025

Top DC Advisor Team2

NAPA

2024

Learn MOre

Tax Saving Strategy Resources

Female medical professional consulting with a patient in a clinic. She can focus on providing patient care rather than worry about her retirement savings since Fisher\SMB is helping her save money.

Case Study: Tax Savings

Find out how a business owner can save more than $100K in taxes annually and turbo-charge her retirement savings.

Download the Case Study

Video explaining IRS-approved tax mitigation strategies for business owners, including how layering a profit sharing and cash balance plan onto a 401(k) can significantly reduce taxes and boost retirement savings

Video: Tax Mitigation

Watch this short video to learn how business owners can use IRS-sanctioned strategies to reduce their tax burden and turbo-charge their retirement savings.

Watch the Video

Business owners reviewing cash balance plan details on a tablet

Cash Balance Plans

This powerful tax strategy can help you convert more of your company’s hard-earned profits into retirement savings for you as a business owner.

Visit the Cash Balance Page