Menu
Log in
Forgot password

MEMBER center

Log in

Optimize Tax Planning Using Defined Benefit Plans

  • 26 Oct 2026
  • 13:00
  • Zoom Webinar

Registration

  • This is a complimentary webinar by Business Benefits Consultants.
Register

Join us for an educational webinar presented by Business Benefits Consultants, an FSEA Silver Sponsor, featuring David Podell.

This presentation will cover the benefits of using cash balance and defined benefit plans as a tax strategy for small business owners.

We will cover the following:

  • Why these plans are different from traditional retirement plans that are being used in the market.
  • Discussion around the different plan designs and options that exist.
  • The type of business or solo proprietor that fits the ideal profile to take advantage of these solutions.
  • A breakdown on limits and IRS guidelines.
  • How a team of professionals can be aligned to make the plan a success.
  • Case studies that include combining your clients’ current plans with additional benefits.
Speaker: David Podell, Business Benefits Consultants
About the Speaker: 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.  

The Florida Society of Enrolled Agents is a 501(c)6 non-profit organization.

Mailing Address:

PO Box 215

Tarpon Springs FL 34688

Email: 

evp@fseaonline.org

Administrative Office

(855) 364-FSEA (3732)

Powered by Wild Apricot Membership Software