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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.
As Seen in NATP
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.
CPA Testimonials
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
Listen To David Podell's Podcasts.
Defined Benefit Plans: Untapped Tax Savings for Firms w/ David Podell
Is your tax bill eating your profits? In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews David Podell to unpack how Cash Balance & Defined Benefit (DB) plans deliver massive tax savings for high-income owners and professional service firms.
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.
Featured Articles
How CPAs Can Unlock Hidden Tax Savings for High Earning Clients
Source: MYCPE ONE
Date: Aug 21, 2025
Authors: MYCPE ONE
Snippet: "CPAs can help high-earning business owners reduce taxes and build wealth via Defined Benefit (DB) and Cash Balance retirement plans. These strategies, which allow six-figure tax-deductible contributions, can yield a significant increase in annual tax savings, boost the valuation of the business, and offer flexibility based on profits and the owner's goals. "
Using Real Estate and Alternatives
Inside Pension Plans
Source: Round the Table Magazine
Date: March, 2025
Authors: David Podell, Business Benefits Consultants
Snippet: "In recent years, many high-net-worth individuals, solo entrepreneurs and business owners are seeking alternative ways to diversify their portfolios. "
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.."