Our company Podell Financial Group specializes in unique and specific tax-strategies for business owners and the self-employed. We create and manage these financial plans for successful companies using tax-advantaged plan designs to get large deductions.
While working with our client’s tax advisor we have been able to put them in a superior financial position. The result of our work, allows our clients to hold onto more of their company’s profits.
We have become a thought leader and expert in this arena. These are specialized and creative solutions that most advisors generally do not have the expertise or experience in working in.
Over the years we have narrowed our focus to a “specialist practice”. We have evolved into a firm that has is focused on being the best in a specific field, rather than a generalist who deals with all aspects of financial planning.
Business Owners, their CPA’s, and Attorneys look to us to create these CUSTOM BUILT TAX-STRATEGIES so they can keep more of the money they earn.
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