Empowering Financial Advisors: Strategic Tax Planning with Catherine Tindall (Ep. 72)

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Always On with Duncan MacPherson

Duncan MacPherson

85 episodes

5 days ago

If you are committed to continually working on yourself and your business, this podcast is for you. Always On is dedicated to and features relentlessly innovative, ambitious, and balanced business professionals who are motivated by personal and professional plateau avoidance. Join host Duncan MacPherson, best-selling author, thought leader, speaker, Business Coach, and CEO of Pareto Systems, as he interviews some of the top business professionals today.

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Empowering Financial Advisors: Strategic Tax Planning with Catherine Tindall (Ep. 72)

Always On with Duncan MacPherson

52 minutes 22 seconds

9 months ago

Empowering Financial Advisors: Strategic Tax Planning with Catherine Tindall (Ep. 72)

In this episode Duncan sits down with Catherine Tindall, CPA and founder of Dominion Enterprise Services. Catherine specializes in tax optimization strategies for financial advisors, offering insights into minimizing tax burdens, enhancing practice efficiency, and unlocking enterprise value.
Key takeaways from this conversation include:

* Tax Efficiency as a Strategic Lever: How optimizing your tax approach can save tens of thousands annually and compound into long-term benefits.
* Proactive vs. Reactive Tax Planning: Why a forward-thinking strategy outperforms traditional compliance-based approaches.
* Preparing for Exit: Steps to maximize enterprise value through tidying, optimizing, and proprietary processes.
* The Power of Niching Down: Catherine’s experience building a CPA firm exclusively for financial professionals.
* Embracing AI: Practical applications of AI tools to enhance efficiency in financial practices.

Catherine also shares actionable advice for advisors on addressing opportunity leakages, structuring practices for growth, and collaborating with strategic partners like CPAs. This episode is packed with valuable insights for financial professionals looking to future-proof their practices.
Resources:

* ai Tool

Connect With Duncan MacPherson:

* Pareto Systems
* 866.593.8020
* Schedule a Call
* Duncan on LinkedIn

Connect with Catherine Tindall:

* LinkedIn
* Financial Advisors Want to Know Podcast
* Newsletter for 2025
* Contact Catherine
* Dominion Enterprise Services

About Our Guest
Catherine Tindall, CPA, is a strategic tax planner and founder at Dominion Enterprise Services, a CPA firm, specializing in optimizing tax strategies for RIAs (Registered Investment Advisors), IBDs (Independent Broker-Dealers), and 1099 financial advisors with annual revenues between $500k and $10M. Passionate about leading with proactive tax planning, Catherine focuses on collaborating with advisors to reduce their tax burden and strategically plan for growth.
Catherine also hosts the “Financial Advisors Want to Know Podcast,” (link above) where she shares insights and brings practice experts to discuss sustainably growing advisory firms.