The Modern CPA Success Show

Cash Balance Plans: Maximizing Client Tax Savings with David Podell


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The finer details of this episode:

  • Ideal clients for tax savings and retirement planning strategies, including cash balance plans
  • Flexibility and tailoring of retirement plans to client's financial situation
  • Maximizing contributions to reduce tax liabilities and increase retirement savings
  • Strategic planning and minimizing disruption in retirement savings strategies

 

Episode resources:

  • Summit Virtual CFO by Anders website: https://www.summitcpa.net/
  • If you have questions or would like to be a guest on the show, email us at [email protected]
  • Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/
  • https://www.linkedin.com/in/bbconsultants/
  • https://businessbenefitsconsultants.com/
  • https://census-form.com/tax-strategy-form/

 

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The Modern CPA Success ShowBy Summit Virtual CFO by Anders

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