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David Podell

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President, Business Benefits Consultants

David Podell started Business Benefits Consultants when he identified a niche space that was filled with complexity and a need for expertise in the Tax Mitigation space. David has lectured extensively and is a sought-out specialist in Defined Benefit and Cash Balance Plans. He has been featured in FORBES, American Institute of CPA’s, CPA Practice Advisor, and multiple small business journals. David has become an acclaimed speaker and educates the accounting industry as a certified CPE Sponsor. His firm is commissioned by Tax Strategist and Financial Advisors, to provide an outsourced solution that allows those professionals to implement and manage these plans for their clients.

How Smart Dealmakers Turn Taxes Into a Strategic Advantage
Jan. 23, 2026

How Smart Dealmakers Turn Taxes Into a Strategic Advantage

In this episode we sit down with David Podell , a specialist in advanced tax mitigation strategies for founders, partners, and closely held businesses. David breaks down how defined benefit and cash balance plans can be used ...

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