Meet David Podell
David Podell is the founder of Business Benefits Consultants and one of the few specialists in the country who has dedicated his entire career to a single discipline: helping high-earning business owners reduce their tax burden through Defined Benefit plans and deductible tax strategies. With more than two decades of experience, David identified a niche space filled with complexity and a critical lack of systems — and built a firm to solve it.
Where most advisors treat Defined Benefit plans as a complicated product to be avoided, David sees a straightforward opportunity: give CPAs and tax advisors a reliable, done-for-you partner so they can bring one of the most powerful tax reduction strategies available to their highest-earning clients — without taking on the complexity themselves. Today, his firm is commissioned by accountants and financial advisors throughout the country to provide exactly that. Learn more about the full BBC team.
David lectures extensively as an industry thought leader and has been featured in Forbes, the American Institute of CPAs, and CPA Practice Advisor. As a certified CPE Sponsor, he actively educates the tax advisory profession through conferences, firm events, and podcast appearances. He is also available to hire as a speaker for CPA and financial advisor events nationwide.
Hear David Explain How Defined Benefit Plans Work For CPAs
In this interview, David breaks down how Defined Benefit plans work, who they're right for, and how CPAs and tax advisors can bring them to clients without adding complexity to their practice.
Interested in having David speak at your event?
David is a sought-after speaker for CPA firm events, financial advisor conferences, and CPE sessions. His talks are built to educate — covering Defined Benefit plan fundamentals, tax mitigation strategies, and how advisors can serve high-earning clients more effectively.
Calculate Potential Savings for Your Clients
Free Tax Illustration Tool
No obligation. Instant clarity on how much your clients can save.