Defined Benefit Plans for Business Owners
The Most Powerful Tax Reduction Strategy Your High-Earning Clients Aren't Using
Business Benefits Consultants helps CPAs and tax advisors bring Defined Benefit Plans to their clients done-for-you, fully managed, and built to deliver six-figure tax savings.
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Partner with a Defined Benefit plan specialist your clients can trust
As your client's income grows, so does their tax liability, and a Defined Benefit Plan is one of the few strategies capable of generating six-figure deductions in a single year. But the actuarial complexity, IRS compliance requirements, and ongoing administration make it difficult for most CPAs to offer confidently on their own.
At Business Benefits Consultants, we act as your dedicated specialist. You refer the client, we handle every detail, from plan design to annual compliance , so you can deliver a powerful outcome without adding to your workload.
What our Defined Benefit plan service delivers
A Defined Benefit Plan becomes one of your most valuable client offerings when it's designed, implemented, and managed correctly. Here's what BBC handles end-to-end on your behalf.
What CPAs Say About Our Training
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
Our Defined Benefit plan fees
We keep our pricing simple and transparent. One flat fee covers everything, no hidden costs, no variable rates based on plan size, no surprises.
Setup Fee
$6,000 once off
Plan design, actuarial analysis, document creation, and full IRS-compliant setup whether you're a solo owner or have employees. Everything needed to get your Defined Benefit Plan established correctly from day one.
Annual Management
$6,000 per year
Ongoing actuarial valuations, contribution calculations, Form 5500 filings, compliance reviews, and CPA coordination, handled by BBC every year so nothing is missed and tax season stays clean.
Fees are the same regardless of plan size or number of participants. Book a call to confirm scope for your client's specific situation.
Free Defined Benefit plan assessment for your client
Not sure if a Defined Benefit Plan is the right fit? Send us your client's details and we'll run a complimentary assessment, showing estimated annual contribution limits and projected tax savings. No commitment required.
Defined Benefit plans designed by a specialist with 20+ years of experience
Business Benefits Consultants was founded by David Podell, one of the country's foremost authorities on deductible tax strategies and Defined Benefit Plan design. David has been featured in Forbes, the AICPA, and CPA Practice Advisor and is a certified CPE Sponsor who actively educates the tax advisory community.
Today, his firm is trusted by CPAs and financial advisors across the country as a done-for-you referral partner. Learn more about BBC or meet the full team.
Who this service is for
This service is designed for CPAs and tax advisors who have high-earning clients paying more in taxes than they should and who want a trusted specialist to handle the Defined Benefit Plan process from start to finish.
It's also built for business owners who are profitable, growth-focused, and ready to stop writing avoidable checks to the IRS. If your client is high income or has a profitable business and has no current Defined Benefit Plan in place, they are likely leaving a significant deduction on the table.
Our Simple 3-Step Process
We collaborate with CPA firms like yours to enhance tax outcomes and strengthen client relationships
Your Trusted Defined Benefit Team
Decades of specialized experience in Defined Benefit & Cash Balance Plans. Our team delivers white-glove service so you never worry about compliance or administration.
Resources for Busy Tax Professionals
We collaborate with CPA firms like yours to enhance tax outcomes and strengthen client relationships
Frequently asked questions
