Case Submission Worksheet
Downloadable worksheet to gather facts before submitting a case for review.
- CPA and firm information
- Client business profile
- Income, age, and employee basics
- Planning notes and opportunity summary
Designer DB Plus® | CPA Planning Toolkit
Designer DB Plus® CPA Resource Center
A professional resource center for CPAs and advisors to access planning tools, client screening resources, and educational materials for evaluating Designer DB Plus® opportunities.
Illustrative case example: Cash Balance + Profit Sharing + 401(h) medical funding.
Downloadable Assets + Interactive Tools
Professional planning resources designed to support stronger business-owner strategy conversations.
Access the core Designer DB Plus® resources used to evaluate client fit, estimate contribution opportunities, and support more effective tax reduction planning discussions.
60-Second Quick Qualifier Calculator
Use the interactive calculator online or download a spreadsheet version for desktop use.
Interactive + Download- Business income input
- Owner age and tax rate
- Employee count and payroll estimate
- Illustrative deduction and tax savings range
Fit / No Fit Interactive Client Checklist
Use the online assessment or download a printable checklist for CPA review meetings.
Interactive + Printable- Client fit scoring
- Strong opportunity indicators
- Planning trigger checklist
- Good fit / possible fit / not a fit guidance
Designer DB Plus® eBook Guide
Open the educational guide explaining the three-layer strategy framework and CPA planning context.
Online eBook Guide- Modern Cash Balance Defined Benefit planning
- 401(k) and Profit Sharing integration
- 401(h) Tax Trifecta concept
- CPA collaboration and case discovery
Illustrative Case Example
Show the magnitude before explaining the mechanics.
Numbers-first planning context for CPA review.
The example is designed to make the planning opportunity easier to understand before moving into plan mechanics, census data, and final actuarial review.
$350KTotal illustrated deduction
$339.5KOwner contribution example
$129.5KEstimated tax savings
Recommended Workflow
Simple path from client identification to preliminary strategy review.
1. IdentifyUse the Fit/No Fit checklist to identify possible business-owner opportunities.
2. EstimateRun the 60-second calculator to show potential deduction and tax savings magnitude.
3. DocumentCapture key facts using the case submission worksheet.
4. ReviewSubmit qualified cases for preliminary strategy analysis.
Start Here
Download the toolkit and launch the interactive assessment tools.
Use the downloadable worksheets, eBook guide, and online tools together to identify stronger opportunities and prepare cleaner cases for review.
Important Disclosure: Educational information only. This page and all linked/downloaded resources are intended for preliminary CPA/advisor education and screening. They do not provide tax, legal, actuarial, accounting, investment, or financial advice. Final contribution levels, tax impact, plan suitability, and design requirements depend on client-specific facts, census data, compensation, plan documents, actuarial assumptions, and applicable law.
