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45 - Mastering Tax Mitigation: Leveraging Defined Benefit Plans for Maximum Client Value with David Podell
Manage episode 445652459 series 3554142
Laurence Whittam द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Laurence Whittam या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
In this insightful episode, Laurence Whittam sits down with David Podell from Business Benefits Consultants to discuss how tax advisors can add value through partnerships and explore innovative tax mitigation strategies for clients.
In this episode, you will be able to:
- Learn how defined benefit and cash balance plans can reduce tax liabilities.
- Discover client profiles that benefit most from tax mitigation strategies.
- Understand the key differences between traditional retirement plans and custom actuarial designs.
- Identify ways to structure client engagements to maximize long-term tax savings.
- Explore how Business Benefits Consultants collaborates with tax advisors to implement solutions.
learn more, contact David Podell at david@bbconsultantsllc.com or visit their website at businessbenefitsconsultants.com!
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