Are You Maxing Out Your Client's Tax Advantages?

If you're a tax professional, here are some things you need to know.

Free Online CPE Courses


Secure the credits you need with remote Continuing Professional Education courses.

Cash Balance Plan

  • Take Course
  • Resources
  • Articles
  • Case Studies

Take a Course

Cash Balance Plans: Maximizing retirement plan tax benefits for business owners. Learn how a Cash Balance Plan may supplement a traditional retirement plan to increase tax-deferred savings. The Fisher Cash Balance CPE course will help you:

  1. Understand the risks & rewards of Cash Balance Plans
  2. Determine likely Cash Balance candidates
  3. Understand the goals of Cash Balance Plans

four women talking in an office with a large window behind the woman speaking
two people sitting at a desk and talking with a financial planner

The Ultimate Guide to Cash Balance Plans

Check out this guide to learn about the best kept secret in leveraging company retirement programs for huge tax savings.

Doctor holding a notepad and writing something while smiling at someone

Cash Balance Plans

Reduce tax burden and accelerate retirement savings with a Cash Balance Plan. Check out this quick overview for key takeaways.

Fast Track Infographic

Reduce Annual Tax Bill by $100K+

Check out this informative infographic to find out how to leverage a retirement program for big tax savings.

2022 IRS Contribution chart

IRS Contribution Limits

Use this helpful tool to reference how much business owners can save on taxes per year, based on age.

Two woman laugh together leaning against book case and large windows behind them

Pro Tips for Managing a Cash Balance Plan

Explore tips and tricks to make managing a Cash Balance Plan easier for the plan sponsor.

two women laugh in front of window

401(k) Tax Benefits for Business Owners

Tax strategies are important for any employer, but especially for the owners of small and mid-sized businesses looking to make the most of every dollar.

a group of office professionals talk around a computer

The Powerful Tax Benefit for Business Owners

Learn about a powerful strategy that helps business owners optimize their retirement program to save big on taxes.

Doctor talking with patient

More Savings, Fewer Taxes

Find out how a business owner can save over $111K in taxes annually and turbo-charge her retirement savings.

Start Up Retirement Plans and SECURE Act 2.0

  • Take Course
  • Resources
  • Articles
  • Case Studies

Take a Retirement Plan Course

Learn the ins and outs of the common qualified plan types to help your clients evaluate which plan type is best for their business.

  1. Understand Tax Credit and Deductions for qualified plans
  2. Compare different plan types
  3. Help your clients select the ideal plan type
Two women discuss finances while sitting at a desk
Retirement Plan Selector graphic

Retirement Plan Selector Tool

Take a step toward finding the best-fit retirement plan by answering 4 simple questions.

Retirement Plan Comparison graphic

Retirement Plan Comparison Chart

Bookmark this handy tool for a helpful side-by-side comparison of the most common retirement plans.

How to build 401k graphic

How to Build the Best 401(k) in Your Industry

In this actionable infographic, we've compiled data insights on how four major industries are leveraging 401(k) programs to maximize benefits.

How to start a 401k graphic

How to Start a 401(k) for Your Business

In this comprehensive whitepaper, we help business owners understand the ins and outs of starting a 401(k) program (and the benefits they should expect).

Man sitting in front of laptop smiling

Don't Miss These Extra Savings

There's a new tax credit that can be as high as $16,500, and it isn't just a tax deduction--it's a tax credit!

What's better infographic

What's Better A 401(k), SEP or SIMPLE IRA?

Here are the top 5 reasons why a 401(k) is better than a SEP or SIMPLE IRA, and how to save more for retirement.

Woman taking notes in an office

Common Mistakes When Starting a Retirement Plan

How to avoid 3 common mistakes when starting a company retirement plan.

How to start a 401k graphic

401(k)? Food for Thought

Important items to consider before starting a company retirement plan.

Woman dentist smiles at the camera wearing a blue smock while a man lays behind her in a dentist chair

Profit Sharing Case Study

See how a business owner can save over $51,000 per year by utilizing a new comparability profit sharing formula.

401(k) Basics a CPA Should Know

  • Take Course
  • Resources
  • Articles
  • Case Studies

Take a Course

Learn the 401(k) concepts a CPA should understand.

  1. Features of a 401(k) Plan
  2. Tax Advantages of a 401(k) Plan
  3. Optimizing the Plan
Two women talking
How to start a 401k graphic

How to Start a 401(k) for Your Business

In this comprehensive whitepaper, we help business owners understand the ins and outs of starting a 401(k) program (and the benefits they should expect).

IRS Contribution chart

IRS Contribution Limits

Use this helpful tool to reference how much business owners can save on taxes per year, based on age.

Retirement Plan Comparison graphic

Retirement Plan Comparison Chart

Bookmark this handy tool for a helpful side-by-side comparison of the most common retirement plans.

401(k) Service Provider Landscape

401(k) Service Provider Landscape

Use this helpful tool to help navigate the different roles and responsibilities of retirement plan service providers.

man wearing blue collered shirt is explaining something with his hands

Types of Profit Sharing Plans

What is a Profit Sharing Plan? Why are Profit Sharing Plans good for small businesses? Get the answers to your most pressing questions about Profit Sharing Plans in this article.

two heart balloons float in front of a setting sun

5 Reasons your Employees will love a Roth 401(k)

Roth 401(k) accounts provide some distinct advantages for employees, and can play a substantial role in helping them retire comfortably on their terms.

Three workers pointing at an architectural design laid out on a table

401(k) Plan Design

Learn the top five 401(k) plan design considerations when designing a 401(k) plan.

Business owner looking at his computer

401(k) Tax Benefits for Business Owners

In this article, you'll find three different types of 401(k) plans and their unique tax advantages.

Man with folded arms looking down inside of an office

Safe Harbor Case Study

Find out how a business owner can increase their personal annual contribution with a Safe Harbor 401(k) Plan.

Maximizing 401(k) Tax Benefits

  • Take Course
  • Resources
  • Articles
  • Case Studies

Take a Course

Strategies to help high-earning business owners save more and owe less.

  1. How to help business owners maximize tax benefits through their retirement plan
  2. How to optimize a retirement plan strategy for increased tax savings to the business owner
  3. How to help business owners save more retirement in a tax-advantaged way
Man smiling and talking with another man while people smile and talk behind him.
Maximum tax savings calculator graphic

Calculate Maximum Tax Savings for Business Owners

Try our Tax Savings Calculator to estimate how much business owners can reduce their annual tax bill.

Four workers gather around a woman holding a laptop discussing something on the screen

More Ways for Employees to Save

Explore the benefits of including a Roth component in the company 401(k) plan.

Retirement Plan Comparison graphic

Retirement Plan Comparison Chart

Bookmark this handy tool for a helpful side-by-side comparison of the most common retirement plans.

Man sitting in front of laptop smiling

Don't Miss These Extra Savings

There's a new tax credit that can be as high as $16,500, and it isn't just a tax deduction--it's a tax credit!

Two women smiling in an office at someone holding a paper with graphs on it

Maximize Retirement Savings

Learn how utilizing a cross-tested profit sharing component can help turbo charge retirement savings.

Woman at a computer smiling at the camera

The Powerful Benefit for Business Owners

Learn about a powerful strategy that helps business owners optimize their retirement program to save big on taxes.

Tax Saving Guide graphic

Tax Savings Guide

What you need to know to unlock huge savings. This guide features actionable information designed to answer your tax savings questions.

Doctor talking with patient

Tax Savings Case Study

Find out how a business owner saved over $111K in taxes annually, and turbo-charged her retirement savings.

Why Work With Fisher?



With Fisher Investments in your corner, you’ll get access to our specialized partner education and support, and a clearly different retirement plan option for your clients. The best part? Our service to you is completely free with zero obligation.


Contact Us


Retirement Help Desk

Get quick answers to nuanced retirement plan questions from our team of on-demand retirement specialists anytime.

RFPs and Fee Analysis

We’ll review your clients’ current fees and retirement plans, and benchmark them with a third party to get your clients the service they need at the right cost.

 
 
$1,000 One-Time Waiver

If we’re a good fit for your clients, we’ll waive the first $1,000 in fees–helping them save even more money while offering an exceptional retirement benefit.

Start-Up Plan Consulting

We’ll do the heavy lifting when your clients are ready to start a new 401(k) plan from scratch, helping them assess plan features in light of their business goals.

two people shaking hands

Contact Us

One of our 401(k) business specialists would love to talk to you about your company’s retirement plan needs.

Call Us

(844) 238-1247

Contact Us Today