Navigating Retirement Planning for Sole Proprietors

"If you're not putting your clients into retirement plans, you're missing one of the biggest value-adds in tax advisory."

The Concierge CPA
With Jackie Meyer
For CPA Trendlines

In a recent episode of The Concierge CPA, host Dr. Jackie Meyer welcomes back David Podell, CEO and founder of Business Benefits Consultants, for a deep-dive on retirement strategies that are often overlooked by small business owners, CPAs, and even seasoned financial professionals.

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Kicking off with sharp-witted tax news, Meyer touches on IRS free file expansions, refund reductions, and the hiring of thousands of new auditors—before jumping into a topic that directly connects tax strategy to future financial health: retirement planning.

Podell, with more than two decades of experience designing retirement plans, returns to emphasize a crucial point: "If you're not putting your clients into retirement plans, you're missing one of the biggest value-adds in tax advisory."