David Podell is back with more financial planning insights, having recently delivered a presentation on the Acclaimed Defined Benefit Plan at Jackie Meyer’s CPA event in Napa, California. He highlighted its crucial role in financial planning and how businesses can use it to significantly save on tax. He also demonstrated how Tax Advisors can leverage the plan to reduce their clients’ tax liabilities to zero. 

The Massive Value-Add of Financial Planning:

• Build client loyalty by demonstrating access to sophisticated tax strategies
• Gain more client referrals through innovative tax savings approaches
• Possibly place clients in a lower tax bracket 
• Deepen the relationship with high-income successful clients, targeting business owners and solopreneurs

This Plan Is Ideal For Business Owners Who:

• Need the largest possible benefit to increase retirement savings
• Are generating significant profits
• Want to pull more profits from the business on a pre-tax basis
• Are able to put away $100,000 or more annually

David’s Acclaimed Defined Benefit Plan Presentation: Learn why this strategy is crucial for your financial planning.

We Are Your Resources Team

Our well-managed plans offer businesses the flexibility to adjust contributions annually, ensuring cash flow management that suits their needs. We work closely with clients and their financial advisors to coordinate resources effectively.

We can help you give your clients an out-of-the-box financial planning strategy. 

Contact us to learn more about the Acclaimed Defined Benefit Plan.