45 - Mastering Tax Mitigation: Leveraging Defined Benefit Plans for Maximum Client Value with David Podell

In this insightful episode, Laurence Whittam sits down with David Podell from Business Benefits Consultants to discuss how tax advisors can add value through partnerships and explore innovative tax mitigation strategies for clients.

 

In this episode, you will be able to:

• Learn how defined benefit and cash balance plans can reduce tax liabilities.
• Discover client profiles that benefit most from tax mitigation strategies.
• Understand the key differences between traditional retirement plans and custom actuarial designs.
• Identify ways to structure client engagements to maximize long-term tax savings.
• Explore how Business Benefits Consultants collaborates with tax advisors to implement solutions.

 

 learn more, contact David Podell at david@bbconsultantsllc.com or visit their website at businessbenefitsconsultants.com!