David Podell started Business Benefits Consultants when he identified a niche space that was filled with complexity and a need for systems in the larger deductible tax strategy space. He has lectured extensively as an industry thought leader and sought out specialist in the defined benefit space. He has been featured in FORBES, American Institute of CPA’s, CPA Practice Advisor, and small business journals. He has become an acclaimed speaker on multiple podcasts and educates the tax advisory industry as a certified CPE Sponsor. His firm is commissioned by accountants and financial advisors throughout the country to provide an outsourced solution that allows those professionals to adapt and manage these plans for their clients.
Through experience and practice, Business Benefits Consultants has become a preeminent source for tax and financial advisors. His firm's expertise is developed through matching a specific clients needs to the proper Defined Benefit Plan Design that exist in the marketplace. With so many different ways of putting these strategies together, his firm understands how to build the proper structure and resources needed.
Financial Industry Organizations, Multiple CPA firms across the US, Financial Advisory study groups, Masterminds, Wealth Advisory Firms, and risk Management groups