Tax Strategies for Advisors and How to Get More from Your CPA Relationship with Catherine Tindall, CPA

Catherine Tindall, CPA, is the founder and head tax strategist at Dominion Enterprise Services and host of the podcast “Financial Advisors Want to Know.” Specializing in helping RIAs, independent broker-dealers, and other 1099 financial advisors, Catherine goes beyond routine income tax return filing to offer proactive planning that supports growth and expansion. Observing a gap in strategic tax analysis and planning, Catherine takes a client-focused, holistic approach to tax strategies, helping advisors and firms grow more efficiently and achieve their current and long-term goals.

We talked with Catherine Tindall about:

• Why planning, forecasting, and analysis are essential components in building an effective tax strategy

• Key tax considerations for advisors and firms as year-end approaches to help optimize income taxes and future growth

• Why working with a tax professional who understands the advisory space—and knowing the right questions to ask—can help enhance an advisor's CPA relationship, experience, and outcomes

Featured Resources 

• Catherine Tindall, CPA on LinkedIn

• Financial Advisors Want to Know Podcast

• Dominion Enterprise Services 

• Financial Advisors Success Podcast with Michael Kitces

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