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Finance
OPTIMIZE TAX PLANNING USING DEFINED BENEFIT PLANS
Course Description

This introductory webinar will explore the advantages of cash balance and defined benefit plans as tax strategies for small business owners. We’ll review the different plan options, explain how they differ from traditional retirement plans, and discuss the IRS guidelines that govern these plans. You’ll also learn about the ideal clients who can benefit from these solutions and see real-life case studies that demonstrate how to enhance your clients' existing retirement plans with additional benefits.


Learning Objectives
- Understand how cash balance and defined benefit plans differ from traditional retirement plans commonly used in the market

- Identify the types of businesses or solo proprietors who are ideal candidates for these plans

- Review the IRS guidelines surrounding cash balance and defined benefit plans


Credits and Other information
•⁠ Recommended CPE credit – 2.0
•⁠ Recommended field of study – Taxes
•⁠ Session Prerequisites and preparation: None
•⁠ Session learning level: Basic
•⁠ Location: Virtual/Online
•⁠ Delivery method: Group Internet Based
•⁠ Attendance Requirement:  Yes
•⁠ Session Duration: 2 Hours
•⁠ Case Studies and Live Q&A session with speaker
•⁠ PowerPoint presentation for reference

Who Will Benefit
•⁠ CPA
•⁠ Enrolled Agents (EAs)
•⁠ Tax Professionals
•⁠ Attorneys
•⁠ Other Tax Preparers
•⁠ Finance professionals
•⁠ Financial planners

Speaker
David Podell started Business Benefits Consultants when he identified a niche space that was filled with complexity and a need for systems in the large deductible tax strategy space. He has lectured extensively as an industry thought leader and sought out specialist in the Defined Benefit space.He has been featured in FORBES, American Institute of CPA’s, CPA Practice Advisor, and small business journals. He has become an acclaimed speaker on multiple podcasts and educates the tax advisory industry as a certified CPE Sponsor.

Reading: Ut enim ad minim veniam

14 minutes 2 questions

Video: Greetings and introduction

15 minutes

Audio: Interactive lesson

7 minutes 3 questions

Reading: Ut enim ad minim veniam

22 minutes

Reading: Ut enim ad minim veniam

14 minutes

Video: Greetings and introduction

15 minutes

Audio: Interactive lesson

7 minutes 2 questions

Reading: Ut enim ad minim veniam

22 minutes

Reviews

Gosh william I'm telling crikey burke I don't want no agro A bit of how's your father bugger all mate off his nut that, what a plonker cuppa owt to do

5

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2 Comments

  • Eleanor Fant

    July 14, 2022

    So I said lurgy dropped a clanger Jeffrey bugger cuppa gosh David blatant have it, standard A bit of how's your father my lady absolutely.

  • Shahnewaz Sakil

    July 17, 2022

    David blatant have it, standard A bit of how's your father my lady absolutely.

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Overview:
  • Speaker : David Podell
  • Duration :60 Minutes
  • Date :03/22/2025
  • Time :1pm ET / 12pm CT / 11am MT / 10 am PT

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