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Business Benefits Consultants' Featured Articles, Podcasts and Webinars
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Listen To David Podell's Podcasts.
Cash Balance Plans: Maximizing Client Tax Savings with David Podell
The Modern CPA Success Show (Episode 112): "What you don't want to happen is you don't want to have too much money; you don't want to go and make 30% every year for a few years and now this plan is overfunded."
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.."