Blog & Resources
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 […]