From Compliance to Strategy

Rethinking Tax Planning for Financial Advisors

As a financial advisor, you wear many hats, but one area that's often overlooked is strategic tax planning. Traditional CPA relationships can be reactive, leaving opportunities untapped and efficiency out of reach.

Imagine getting to the end of the year only to discover missed opportunities that could have saved you thousands. It's like playing a game without knowing the rules"you're left frustrated, wondering why no one flagged these moves sooner.

That's where Catherine Tyndall comes in. In our conversation, Catherine shares her journey to creating a CPA firm tailored for financial advisors. She explains why her "planning-first" model goes beyond compliance, focusing on optimizing cash flow, protecting practice value, and saving advisors precious time. Whether you're planning an acquisition, a sale, or simply trying to run your practice more effectively, Catherine's insights could transform how you approach tax planning.

This clip is an excerpt from episode 72 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Catherine Tindall, Strategic Tax Planner and Founder of Dominion Enterprise Services. Stream the entire episode on your favorite podcast channel at one of the following links:

Apple Podcasts: paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp 
Find Your Channel: paretosys.co/ao_bb