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Million Dollar Round Table

24EDGE-10A: Using Large Deductible Tax Strategies to Enhance a Business Owners Retirement Plan

24EDGE-10A: Using Large Deductible Tax Strategies to Enhance a Business Owners Retirement Plan

Anyone working with business owners has come across a need for a higher contribution, Podell says, and the owners want more deductions. Learn how you can put life insurance, annuities or investments in defined benefit plans and how you can use this lesser-known strategy to obtain more CPA referrals to grow your business.

Workshop Session | Speaker: David Podell

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