
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.
David Podell on tax mitigation strategies for business owners — how defined benefit and cash balance plans legally reduce six- and seven-figure tax bills and build net worth outside the business.