The Modern CPA Success Show cover image

Cash Balance Plans: Maximizing Client Tax Savings with David Podell

The Modern CPA Success Show

CHAPTER

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.

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