This webinar explores how Defined Benefit and Cash Balance Plans can be used as powerful tax-planning tools to help business owners reduce taxable income, accelerate retirement savings, and create more efficient long-term financial strategies.
Whether you are a CPA, financial advisor, consultant, or business professional, this webinar will provide actionable insights to help you better serve high-income clients and strengthen advisory relationships.
Learning Objectives
✔️ Describe how Defined Benefit and Cash Balance Plans work and differ from traditional retirement plans.
✔️ Identify high-income business owners who could benefit from advanced retirement and tax-planning strategies.
✔️ Explain how Defined Benefit Plans reduce taxable income while significantly increasing retirement contributions.
✔️ Recognize how plan design, actuarial strategies, and contribution efficiency help maximize owner benefits.
✔️ Evaluate real-world case studies demonstrating tax savings, owner allocation strategies, and implementation outcomes.
✔️ Discuss the transition from a tax preparation model to proactive tax advisory using retirement-based tax mitigation strategies.
✔️ Identify the key professionals who implement and maintain Defined Benefit and Cash Balance Plans, including TPAs, actuaries, advisors, and tax professionals.
CPE Credit: 1
Instructional Method - Group Internet Based
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner
Prerequisites- None
Advanced Preparation - None
About David Podell
David Podell is the founder of Business Benefits Consultants and one of the few specialists in the country who has dedicated his entire career to a single discipline: helping high-earning business owners reduce their tax burden through Defined Benefit plans and deductible tax strategies. With more than two decades of experience, David identified a niche space filled with complexity and a critical lack of systems — and built a firm to solve it.
Where most advisors treat Definded Benefit plans as a complicated product to be avoided, David sees a straightforward opportunity: give CPAs and tax advisors a reliable, done-for-you partner so they can bring one of the most powerful tax reduction strategies available to their highest-earning clients — without taking on the complexity themselves. Today, his firm is commissioned by accountants and financial advisors throughout the country to provide exactly that.
David lectures extensively as an industry thought leader and has been featured in Forbes, the American Institute of CPAs, and CPA Practice Advisor. As a certified CPE Sponsor, he actively educates the tax advisory profession through conferences, firm events, and podcast appearances.
Business Benefits Consultants was founded to solve a real problem in the tax advisory world: business owners were leaving six-figure tax savings on the table — not because Definded Benefit Plans don't work, but because the complexity kept even the most capable CPAs from recommending them with confidence.
The CPA Trendlines Academy (Thomas Advisors LLC d/b/a), #170718, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors via its website at nasbaregistry.org.
