Maximize your firm's profitability and protect your wealth with advanced tax mitigation and retirement planning techniques designed specifically for attorneys and law firm partners.
For many successful law firm owners, the challenge is no longer simply generating revenue — it is managing taxes efficiently while building meaningful long-term retirement wealth. Cash balance retirement plans have emerged as one of the most powerful yet underutilised planning tools available to legal practices, allowing attorneys to combine substantial tax deductions with accelerated retirement savings and asset protection benefits.
This session explores how cash balance plans work in practice for attorneys and legal practice owners, including contribution structures, compliance requirements, integration with 401(k) plans, succession and compensation planning considerations, and the strategic use of these plans to shift wealth from taxation into retirement accumulation. Through practical examples and case studies, participants will gain a clearer understanding of when these plans are suitable, how they are implemented, and the risks, opportunities, and operational considerations involved.
Key Topics Discussed
CEO | Oakwood Summit
Larry R. Blades began his career in the U.S. Air Force, retiring as a Lieutenant Colonel after 30 years as a pilot, instructor, and operational test pilot, where he managed a $5 billion aircraft trainer program. Transitioning to financial planning, Larry became a licensed insurance agent and Investment Advisor Representative, founding his own Registered Investment Advisory Firm. Over the past two decades. He has helped over 500 families align their investments with their goals while always acting as a fiduciary, committed to legal, ethical, and moral standards. With deep expertise in retirement and tax-efficient financial strategies, Larry specializes in helping clients reduce risk, avoid outliving their money, and minimize taxes through collaboration with elite professionals—including CPAs, tax attorneys, actuaries, and CFPs. He is also a qualified consultant for a high-contribution, tax-deductible retirement plan designed for business owners and self-employed professionals, capable of allowing contributions exceeding $400,000 per year. Larry has taught financial planning and retirement strategies at the university level and remains a trusted advisor to individuals and businesses alike. He and his wife of 47 years have two married children and six grandchildren.
