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4min chapter
Cash Balance Plans: Maximizing Client Tax Savings with David Podell
The Modern CPA Success Show
Maximizing Client Tax Savings Through Strategic Planning and Preparation
The chapter explores the importance of setting up cash balance plans in advance, emphasizing the need for prompt client information gathering for a smooth process. It also delves into considerations for adjusting match formulas and working with existing 401(k) plans.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode