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Business Benefits Consultants' Featured Articles, Podcasts and Webinars
View Our Webinars On Demand
Transform your approach to tax planning with our on-demand webinars. Each session dives deep into how Defined Benefit Plans can significantly reduce tax burdens and enhance financial outcomes. Whether you're a business owner or a financial advisor, these courses are crafted to equip you with the insights needed to navigate the complexities of tax optimization confidently.
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Using Real Estate and Alternatives Inside Pension Plans
In recent years, many high-net-worth individuals, solo entrepreneurs and business owners are seeking alternative ways to diversify their portfolios. For those who feel they’ve already diversified across traditional assets and are looking for greater control or more lucrative growth potential, there are increasingly innovative solutions available, especially within their pension and retirement plans.
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Listen To David Podell's Podcasts.

Defer hundreds of thousands of tax with a Defined Benefit Plan - David Podell
David and I discuss how to defer hundreds of thousands of dollars in tax using a Defined Benefit Plan.
Maximize Tax Savings with Defined Benefit Plans for Small Business Owners
Unlock the potential of cash balance and defined benefit plans to reduce your tax burden significantly. This webinar is tailored for small business owners seeking advanced tax strategies. You'll gain the expertise to confidently identify, implement, and discuss these sophisticated plans.
Featured Articles

The Art of Mastering Your Market
Source: Round the Table Magazine
Date: Jul 01, 2024
Authors: Mike Beirne, Timothy Inklebarger
Snippet: "Mastery within a well-defined niche can bring clarity to your business objectives, position you as a thought leader for that target market and deepen your relationships with clients."

Revisiting The Business Owner's Traditional Retirement Formula With A Cash Balance Plan
Source: Forbes
Date: Jul 03, 2018
Authors: David Podell
Snippet: "Traditional retirement planning for business owners makes a lot of assumptions about a given person’s goals and circumstances."

Custom Built Tax-Strategies: A Small Business Guide to Enhanced Retirement Savings
Source: CPA Practice Advisor
Date: March 14, 2018
Authors: N/A
Snippet: "As a small business owner, it’s easy to take your latest earnings and plough it right back into the company. It makes sense; spend money now to make money later.."