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 as powerful tools for owners who are paying too much in taxes and want to build personal net worth outside of their business.

This conversation covers:

• How high-performing companies legally reduce six and seven figures in taxes
• Why defined benefit and cash balance plans are owner strategies, not employee perks
• When these plans make sense for exits, buyouts, and succession planning
• How tax mitigation strategies can increase business valuation
• Why CPAs bring in specialists instead of trying to do this alone
• Who qualifies and who should not consider these plans

This episode is for founders, dealmakers, operators, and investors who want to keep more capital working for them instead of sending it to the IRS.

DISCLAIMER The Deal Podcast is for informational and educational purposes only. Nothing discussed constitutes investment advice, a solicitation, or a recommendation to buy or sell any security. Always consult a licensed professional before making financial or investment decisions.