Webinar Details
Course Description
High-income business owners and their advisors are increasingly looking for proactive tax strategies that go beyond traditional tax preparation. This webinar explores how Defined Benefit and Cash Balance Plans can be used as powerful tax-planning tools to help business owners reduce taxable income, accelerate retirement savings, and create more efficient long-term financial strategies.
Attendees will gain a practical understanding of how these plans work, how to identify ideal client opportunities, and how strategic plan design can dramatically improve contribution efficiency while minimizing employee costs. The session also highlights real-world case studies, implementation strategies, and the growing shift from a tax preparation model to a tax advisory model.
Whether you are a CPA, financial advisor, consultant, or business professional, this webinar will provide actionable insights to help you better serve high-income clients and strengthen advisory relationships.
Learning Objectives
By the end of this webinar, participants will be able to:
- Understand the fundamentals of Defined Benefit and Cash Balance Plans and how they differ from traditional retirement plans.
- Identify high-income business owner clients who may benefit from advanced retirement and tax-planning strategies.
- Explain how Defined Benefit Plans can help reduce taxable income while significantly increasing retirement contributions.
- Recognize the importance of plan design, actuarial strategies, and contribution efficiency in maximizing owner benefits.
- Evaluate real-world case studies demonstrating tax savings, owner allocation strategies, and implementation outcomes.
- Discuss the transition from a tax preparation model to a proactive tax advisory approach using retirement-based tax mitigation strategies.
- Understand the key professionals involved in implementing and maintaining Defined Benefit and Cash Balance Plans, including TPAs, actuaries, advisors, and tax professionals.
Prerequisites
- None
Who Should Attend
CPAs, financial advisors, consultants, or business professionals.
Advanced Preparation
None
Presenter Details
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David Podell
- President of Business Benefits Consultants
David Podell started Business Benefits Consultants when he identified a niche space that was filled with complexity and a need for expertise in the Tax Mitigation space. David has lectured extensively and is a sought-out specialist in Defined Benefit and Cash Balance Plans. He has been featured in FORBES, American Institute of CPA’s, CPA Practice Advisor, and multiple small business journals. David has become an acclaimed speaker and educates the accounting industry as a certified CPE Sponsor. His firm is commissioned by Tax Strategist and Financial Advisors, to provide an outsourced solution that allows those professionals to implement and manage these plans for their clients.
NASBA Sponsor
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Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
CPE
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Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.
Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
For specific instructions on accessing your CPE, please see our FAQ section on our support page.
- Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.
Purchase options
Live Webinar
Optimize Tax Planning Using Defined Benefit Plans
Sponsored by Business Benefits Consultants
- Jun 3, 2026
- 12:00 PM EDT
- Credits: 1.00
FREE
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