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Take Control of Your TAXES Now! Featuring Catherine Tindall
Manage episode 468906549 series 3511982
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On the latest episode of The Get Ready Money Podcast, I spoke with Catherine Tindall, CPA and host of the Financial Advisors Want to Know Podcast about changing the way we think about money and proactive tax planning.
In this episode we discussed:
- Address the fear of tax planning by shining a light on it.
- Why you should learn how to read your own tax return and learn what’s going on.
- You can gain control by learning how the tax system works.
- Know when you need a CPA and the questions to ask when looking for a CPA.
- Dial in your relationship with your tax professional, their process and how they can support you.
Catherine Tindall, CPA, is a strategic tax planner and partner at Dominion Enterprise Services, specializing in optimizing tax strategies for Registered Investment Advisors (RIAs), Independent Broker-Dealers (IBDs), and 1099 financial advisors with annual revenues between $500k and $10M. Passionate about proactive tax planning, Catherine focuses on collaboration to empower her clients to achieve growth and financial success. With a track record of helping advisors save significantly on taxes, She is dedicated to ensuring her clients futures are secure and prosperous.
Catherine also hosts the "Financial Advisors Want to Know Podcast, " where she shares insights on reducing income taxes, staying compliant, and sustainably growing advisory firms. In each short form episode she tackles targeted topics with expert guests aimed at helping advisors scale intelligently and build their practices to 7-8 figures.
Connect with Catherine Tindall, CPA:
Dominion Enterprise Services (here)
LinkedIn (here)
YouTube (here)
Podcast:
Financial Advisors Want to Know Podcast (Spotify)
Resources mentioned:
Internal Revenue Service (here)
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The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It by Michael Gerber (Amazon)
The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.
Chapters
1. Take Control of Your TAXES Now! Featuring Catherine Tindall (00:00:00)
2. Navigating Tax Help (00:00:04)
3. Choosing a Tax Professional (00:12:59)
4. Maximizing Wealth Through Tax Understanding (00:20:25)
5. Understanding Financial Advising and Tax Strategies (00:28:55)
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