Скачать или смотреть Episode 39 - Defined Benefit Plans Demystified: Expert Insights for Young CPAs with David Podell

Young CPA Sucess Show (Episode 39): "You could increase your retirement benefit, take money out of the business pre-tax, and I'm going to save you this on your taxes." -David Podell

EPISODE SUMMARY
Co-host Hannah shares her experiences with tax planning and defined benefit plans, setting the stage for guest expert David Podell from Business Benefits Consultants. David demystifies defined benefit plans, emphasizing their relevance and tax advantages. The discussion covers identifying client opportunities, the importance of advisory roles, and resources for further learning.


The finer details of this episode:

● Common misconceptions about defined benefit plans and their relevance in modern financial strategies.
● Importance of collaboration with financial advisors, third-party administrators, and attorneys in implementing defined benefit plans.
● Resources available for CPAs to deepen their understanding of defined benefit plans and tax strategies.
● Encouragement for young CPAs to engage with clients and explore tailored financial solutions.

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● http://www.summitcpa.net/podcasts
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● Email us with questions or if you’d like to be a guest on the show: [email protected]
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