Are you Paying
Almost Half of Your Income in Taxes?

Are you wondering if you're doing everything you can to lower your tax bill? Speak to us on "Tax Optimization". This is the strategic approach to minimize tax obligations using Defined benefit and Cash Balance Plans to maximize tax savings , and achieve efficient results.

We offer you:

Expert Tax Mitigation Strategies Using Defined Benefit Plans:

Our team of skilled tax planners use effective tax mitigation strategies tailored to your company, guaranteeing you maximum savings.
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Simplified Deductible Plan Designs:

We make it easy for small businesses to navigate around complex deductible benefit plans with streamlines solutions.
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Maximizing Tax Advantages:

We help business owners recognize the full potential of tax benefits through strategic planning and optimal savings.

Customized Solutions for Optimal Savings:

We monitor your unique business needs, designing personalized solutions bringing about a maximum tax saving that aligns with your business goals

Knowledge and Expertise in Defined Benefit Plans:

We minimize your tax output enhancing your financial success with our deep understanding of Defined Business Benefit Plans and help you leverage these tools.

Dedicated Partnership:

We are committed to being your trusted partner, offering ongoing support and guidance, and effective advise so you can continually better your tax savings and financial success.

Our knowledge of custom tax designs using Defined Benefit and Cash Balance Plans offers a financial advantage for your business

Our team of Business Consultants is adept at vetting a combination of tax strategies into your Tax Design Model appropriate to your specific needs. Our expert team will customize your Tax Design Plans to get the best possible value and savings achievable for your business.

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Our knowledge of custom tax designs offers a financial advantage for your business

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Our team of Business Consultants is adept at vetting a combination of tax strategies into your Tax Design Model appropriate to your specific needs. Our expert team will customize your Tax Design Plans to get the best possible value and savings achievable for your business.

Book a call
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Unlock new opportunities for your clients and enhance your practice by partnering with us for expert tax optimization and Defined Benefit Pension Strategies.

Tax Advisors

Is your profession a Tax Advisor looking to optimize tax benefits on behalf of your clients?

Click here to watch our informative video.

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Financial Advisors

Benefit from our informative video.

Make sure you click here to gain from our team's expertise and soar with our advanced tax planning services

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Listen to David Podell's podcasts.

Cash Balance Plans: Maximizing Client Tax Savings with David Podell

The Modern CPA Success Show (Episode 112): "What you don't want to happen is you don't want to have too much money; you don't want to go and make 30% every year for a few years and now this plan is overfunded."

LISTEN NOW
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Podcast - A Deep Dive into Defined Benefit Plans with Financial Guru David Podell

In this podcast, join me with David Podell, a seasoned expert in a very specialized space. 

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Our Library: News and Resources

Our Library:
News and Resources

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Tax-deferred Retirement Accounts & the Minimum Distributions

If you have a tax-deferred retirement account, such as a 401(k) or IRA, it’s important to understand the..
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With a Cash Balance Plan, You Can Do Even More

As a high-net-worth individual or business owner, you likely prioritize saving for retirement while maximizing tax deductions. While..
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The Benefits of Having a Tax Strategy

If You Have a Tax-Deferred Retirement Account, Know About Required Minimum Distributions Understanding..

Book David Podell as a Speaker

Have David as a speaker at your event

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Meet
the team

Meet the team

Our team consists of experienced Tax Practitioners who have a passion aimed at helping you gain optimal tax benefits and achieve financial success!

We are by your side throughout the entire process, providing an armory of tax mitigation knowledge and strategic expertise. We are known in the industry as trusted advisors, providing you with personalized solutions suited to your unique requirements

About us

Optimize Your Tax Benefits Today

Call us today at 973-227-8001

Book a call

Optimize your tax benefits and maximize your savings!