Defined Benefit Plan Specialists for CPA and Tax Advisory Firms
The Partner That Makes Your Job Easier
Business Benefits Consultants was founded to solve a real problem in the tax advisory world: business owners were leaving six-figure tax savings on the table — not because Defined Benefit Plans don't work, but because the complexity kept even the most capable CPAs from recommending them with confidence.
SOUND FAMILIAR?
Most Tax Advisors Know Defined Benefit plans work.
Few feel equipped to offer them.
If you've encountered any of the following with your clients, you're not alone — it's exactly the gap we were built to fill.
Complexity stalls recommendations
You know a Defined Benefit Plan could save your client six figures annually — but the actuarial complexity and compliance requirements make it hard to move forward confidently.
No specialist
to hand it off to
Generic financial advisors don't specialize in deductible plan design. Your clients end up underserved, or you spend hours on a tax strategy outside your core expertise.
Clients still
paying too much
You've exhausted the standard playbook. A high-earning client is writing an avoidable check to the IRS. A properly structured retirement plan could change everything.
If any of this feels familiar, you've found the right partner. We handle the complexity, you keep the client relationship.
OUR STORY
Built by a specialist, trusted by the accounting profession
Founder David Podell identified early in his career that the Defined Benefit Plan space was dominated by complexity and a lack of systems — leaving a significant gap between what was possible for business owners and what advisors felt equipped to offer.
Over more than two decades, David has become one of the country's foremost authorities on deductible tax strategies and Defined Benefit Plan design. As a certified CPE Sponsor, he actively educates the tax advisory community nationwide. You can hear David speak directly on our podcast appearances.
Today, his firm is commissioned by advisors across the country as a fully outsourced solution — allowing those professionals to bring Defined Benefit strategies to their clients without the administrative burden.
David Podell
OUR TRACK RECORD
20+ Years Of Tax Saving Results
20+
Years of Defined Benefit Plan expertise
+ $220 000
Avg. annual tax savings per client
35+
CPA & advisor partners nationwide
WHY PARTNER WITH BBC
We Make You Look Good Without Adding To Your Workload
WHAT WE DO
Our Core Services
Every engagement starts with understanding your client's tax situation. From there we apply the right strategy — whether that's a Defined Benefit Plan, a broader tax mitigation strategy, or a retirement plan structure that achieves both goals.
Defined Benefit Plans
The most powerful tax reduction tool available to high earning business owners. We handle every aspect of design and compliance.
Pension / Retirement Plans
Structured plans that reduce current-year tax liability while building long-term wealth for business owners
What clients and partners say
Trusted by business owners and their advisors
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
Ready to get started?
Book A Discovery Call Today
Whether you're a CPA exploring a referral partnership or a business owner asking if a Defined Benefit Plan is right for you, a 20-minute call with our team will give you a clear answer.
Not ready to call? Read our latest insights or listen to our podcasts.