The Modern CPA Success Show cover image

Cash Balance Plans: Maximizing Client Tax Savings with David Podell

The Modern CPA Success Show

CHAPTER

Introduction

Delve into the world of cash balance plans with guest Dave Podell, as he discusses the intricacies of designing customized plans to maximize tax savings for clients and how they can benefit advisors.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner