The Trickledown Effect

Tax Strategies for Advisors and Their Clients

Many advisors and their clients view taxes as something that happens to them, an unavoidable burden with little room for control. This mindset leads to missed opportunities and a loss of agency.

But what if taxes weren't inevitable? What if you and your clients could see taxes as a game"a system of rules that, if understood and navigated, could transform your outcomes? Most business owners are in the driver's seat when it comes to their tax liabilities, yet they often fail to realize how much control they truly have.

In our conversation, Catherine Tyndall explains why she tells advisors, "Taxes are optional." It's not about avoiding taxes but changing your mindset to see taxes as a strategic game. Learn how this approach not only reduces liabilities for advisors but also influences how they guide their clients. Catherine shares why agency is key, how business owners can shape their outcomes, and why the first step is knowing whether you're happy with the tax number you see today.

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:

Apple Podcasts: paretosys.co/ao_ap 
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