Tax Strategies for Business Owners & Their Advisors
Stop Leaving Six Figures on the Table Every Tax Year
Business Benefits Consultants evaluates 40+ proven tax strategies to find the ones your highest-earning clients aren't using — and implements them without adding to your workload.
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Work with a tax strategy specialist your clients can rely on
Most CPAs and tax advisors know their clients are overpaying — but with hundreds of tax code provisions across entity types, income levels, and business structures, identifying the right combination of strategies takes time and deep specialisation most firms don't have.
At Business Benefits Consultants, we evaluate over 40 different tax mitigation strategies — including entity selection, income shifting, expense optimisation, Defined Benefit plans, cash balance plans, charitable contributions, tax credits, and more — and build a tailored approach for each client's unique situation.
What our tax strategy service delivers
A rigorous, personalized approach to tax reduction built for business owners and self-employed professionals who are serious about keeping more of what they earn.
What clients and advisors say
David Podell and his team are great at what they do! The various options and plan designs can help many types of organizations/ owners. Have used their services. Client and I are happy we chose to work with them.
Valjoseph Zamora
David Covered a lot of ground in a concise informative manner for the hour presentation. In my practice, for various reasons, DB Plans are an often talked about topic with clients, but seldom implemented. Glad to have another resource available! I Appreciate the slides and case studies as well. Thank You!
Keith Barfield
David is a very knowledgeable Consultant! I appreciate the information David presented that will definitely help me to reach my goal of becoming a very thorough Tax Advisor, Tax Planner and an overall Tax Professional!
Nikeeta Thomas
The instructor is very eloquent and makes the topic easy to understand along with tax strategies, despite super rigid/complex concepts.
Nicolas Saade
This is an excellent course which provides a starting point for productive retirement planning.
Mark Zahler
The speaker was concise and had great insight on how a Cash Balance Plan can help save taxes in many ways. Great take-aways. CPA Academy made it easy an to register for classes and always starts and ends on time.
Eleanor Siverts-Akerman
Amazing training session, full of valuable information. Excellent trainer
Ayman Ibrahim Abuhaija
Very helpful hints and case studies along with cautions and ways to accomplish a significant tax savings plan form my clients
Sandra Pierog
Difficult subject matter made easy and understandable by the presenter; really enjoyed how interesting the subject was made!
Richard Browdy
Great Strategy, Utilized if for a client resulting in huge tax savings
James Capone
Strategies we evaluate for every client
No two clients have the same tax situation. We run every engagement through a structured evaluation of 40+ strategies — these are among the most impactful for high-earning business owners and self-employed professionals.
Defined benefit plans
Cash balance plans
Business deductions
Income shifting
Expense optimisation
Retirement plan design
Tax credits
+ 30 more strategies
Highlighted strategies are areas of deep specialisation at BBC. All strategies are evaluated in the context of your client's specific income, entity type, and goals
Free tax strategy review for your client
Not sure which strategies apply? Share your client's basic details and we'll run a complimentary high-level review — identifying the top two or three opportunities most likely to reduce their tax bill. No commitment required.
Tax strategies evaluated by a specialist with 20+ years of experience
Business Benefits Consultants was founded by David Podell — a leading authority on deductible tax strategies and one of the most widely published voices in the Defined Benefit plan space. Featured in Forbes, the AICPA, and CPA Practice Advisor, David has spent two decades helping CPAs and business owners access strategies most advisors never surface.
Who this service is for
This service is built for two audiences. First, CPAs and tax advisors who want a specialist to evaluate and implement advanced tax strategies for their highest-earning clients — without taking on additional complexity themselves.
Second, business owners and self-employed professionals — including doctors, lawyers, consultants, and founders — who are generating strong income and want a structured, comprehensive approach to reducing what they owe. If your tax bill feels unavoidable, it likely isn't.
Our Simple 3-Step Process
We collaborate with CPA firms like yours to enhance tax outcomes and strengthen client relationships
Your Trusted Defined Benefit Team
Decades of specialized experience in Defined Benefit & Cash Balance plans. Our team delivers white-glove service so you never worry about compliance or administration.
Resources for Busy Tax Professionals
We collaborate with CPA firms like yours to enhance tax outcomes and strengthen client relationships
Frequently asked questions
