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20min chapter
Cash Balance Plans: Maximizing Client Tax Savings with David Podell
The Modern CPA Success Show
Maximizing Business Value with Defined Benefit and Cash Balance Plans
The chapter explores how defined benefit and cash balance plans can be utilized in M&A deals to enhance business valuations by maximizing contributions and controlling tax payments. It compares the benefits of these plans to traditional retirement options like 401k plans, emphasizing the need for strategic design to optimize owner benefits while considering tax implications.
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