September 9, 2026
The client who overpays the IRS is rarely the problem. In most cases the return was filed correctly, the estimates were on schedule, and the standard […]
August 25, 2026
The belief that a defined benefit plan locks a business into one fixed contribution every year is the most persistent obstacle between high income clients and […]
July 1, 2026
Most defined benefit plan strategy never reaches the client conversation. Not because the client would not benefit, and not because the math does not work, but […]
May 25, 2026
A defined benefit plan is a qualified retirement plan that promises the participant a specific benefit at retirement, funded by the employer and calculated annually by […]
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 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 […]