May 14, 2026
Most CPAs are exceptional at compliance and competent at planning. The returns are filed correctly, the estimated payments are on schedule, and the standard retirement contributions […]
July 22, 2024
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 […]
March 6, 2024
Cash Balance Plans: Maximizing Client Tax Savings with David Podell Welcome to our latest blog post, where we delve into the invaluable insights shared by David […]
March 4, 2024
Reducing tax burdens is paramount in business financial management, and Defined Benefit Plans (DBPs) offer a highly effective strategy. In this article, we’ll delve into the […]
June 19, 2023
Benefits of Cash Balance Plans As a high-net-worth individual or business owner, you likely prioritize saving for retirement while maximizing tax deductions. While 401(k) plans are a popular […]
June 19, 2023
Understanding Required Minimum Distributions (RMDs) If you have a tax-deferred retirement account, such as a 401(k) or IRA, it’s important to understand the required minimum distributions […]