Shows
Financial Advisors Want To Know PodcastEp 91: Budgeting, Forecasting & Capacity for RIAsFinancial Advisors Want to Know: Budgeting, Forecasting & Capacity for RIAs – Ep. 91Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.In this episode of the Financial Advisors Want to Know podcast, we speak with fellow CPA and fractional CFO Nancy Jacobson, founder of Xtended Financial Resources. With more than thirty years of experience and a decade spent specializing in RIAs, Nancy helps advisory firms boost profitability using real-time financial data, efficient syst...
2025-11-2424 min
Financial Advisors Want To Know PodcastEp 90: Why Succession Is the Ultimate Fiduciary ActFinancial Advisors Want to Know: Why Succession Is the Ultimate Fiduciary Act - Ep. 90 Tyson RayWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.In this episode of Financial Advisors Want to Know, Catherine Tindall, CPA, sits down with Tyson Ray, author of Total Succession and host of the Total Succession Show, to explore what it really takes to leave your firm—and your clients—better off.Tyson shares...
2025-10-2721 min
Financial Advisors Want To Know PodcastEp 84: How to Serve More Clients Without Sacrificing Quality or TimeFinancial Advisors Want to Know: How to Serve More Clients Without Sacrificing Quality or Time - Ep. 84 Stephanie BoganWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.Stephanie Bogan is a leading practice expert, consultant, coach, speaker and author with 30 years of field-tested experience building, growing, and selling advisory firms. After selling her firm to a Fortune 200 company she retired to the beach in Costa Rica, and then un-retiring to sh...
2025-07-2141 min
Financial Advisors Want To Know PodcastEp 83: Key Insights on Buy-Sell Agreements and Succession PlanningFinancial Advisors Want to Know: Key Insights on Buy-Sell Agreements and Succession Planning Ep. 83 Paul Hood, Jr. Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.Paul Hood Jr., JD, LLM, is a nationally recognized estate and tax planning attorney, author, and speaker with decades of experience helping families and advisors navigate complex legal and financial matters. He has written over 500 professional articles and several books, including Yours, Mine & Ours: Estate Pla...
2025-07-1423 min
Advisors Off ScriptCan You Scale Faster With a Better Tax Plan? Shelby Nicholl of Muriel Consulting sits down with Catherine Tindall, CPA and CEO of Dominion Enterprise Solutions, a tax planning firm dedicated to financial advisors. In this episode, Catherine outlines how proactive, year-round tax strategies help advisors keep more of what they earn while enhancing client trust. She discusses why LPL Financial and broker-dealer advisors should rethink their S-Corp approach, how tax education bolsters client relationships, and even how AI can streamline advisory workflows. Whether you're looking to optimize your take-home pay or deepen client value, Catherine’s insights are a game-changer. Also, check out Catherine's podcast Fina...
2025-06-3046 min
Financial Advisors Want To Know PodcastEp 18: The Misconceptions About Adoption & Foster Care for Financial AdvisorsFinancial Advisors Want to Know: The Misconceptions About Adoption & Foster Care for Financial Advisors: Ep #18 Hannah ProvostHello, everyone, and welcome to the Financial Advisors Want to Know podcast. My name is Catherine Tindall. I'm a CPA here at Dominion Enterprise Services. We are a specialty tax and accounting firm that just works for financial advisors. Today's episode, we have Hannah. She is a advisor that I got connected with after her episode on the Kitces podcast, and she's a financial advisor in Plattsburgh, New York, just outside of Adirondack Park. She and her partner, A...
2025-06-1917 min
roadmap to RETIREMENTEP 57 Tax Prep w Catherine TindallOn this episode of Roadmap to Retirement, I am joined by CPA, Catherine Tindall to talk about the importance of tax planning and strategic outsourcing for business owners, specifically those in financial advisory firms. Catherine emphasizes that while basic tax returns can be managed by individuals with simple finances using software like TurboTax, complex financial situations, such as owning a business, require professional tax planning to identify opportunities and avoid costly mistakes. The conversations also highlights the inefficiency of handling all aspects of a business personally, advocating for a focus on one’s unique strengths and outsourcing secondary tasks to...
2025-05-2833 min
Financial Advisors Want To Know PodcastEp 75: How to Build Trust With Female ClientsFinancial Advisors Want to Know: How to Build Trust With Female Clients Ep. 75 Patricia LizarragaWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.Patricia Lizarraga is the managing partner of the Hypatia Women CEO Index & ETF, investing in American public companies with women CEOs. She has invested women in leadership for over 15 years, and created the first public fund to invest in women CEOs.Key Takeaways:The Gr...
2025-05-1922 min
The Perfect RIAThe S-Corp Advantage: What You Need to Know with Guest Catherine Tindall [Episode 303]In this episode of The Perfect RIA, Matthew Jarvis and Catherine Tindall, CPA ,explore the intricate world of tax strategies specifically tailored for financial advisors. Their conversation cuts through the complexity of S-Corp structures and tax planning, offering practical wisdom for professionals looking to optimize their financial approach. Catherine brings her expertise to the forefront, challenging traditional thinking about retirement planning and business investment. The discussion reveals how financial advisors can make more strategic decisions about compensation, business structure, and tax optimization. Rather than following conventional wisdom, they explore how reinvesting in one's business can potentially create...
2025-04-0725 min
Financial Advisors Want To Know PodcastEp 68: How to Build a Culture of Compliance in Your PracticeFinancial Advisors Want to Know: How to Build a Culture of Compliance in Your Practice - Ep 68 Emil AliWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms. Emil J. Ali McCabe & Ali, LLP Emil J. Ali is a partner at McCabe & Ali, LLP where he represents registered investment advisors and broker dealers in complying with SEC, State, and FINRA obligations. He also helps advisors break away from wirehouses and form the...
2025-03-3131 min
Financial Advisors Want To Know PodcastEp 67: Deal Structures that Work for Successful Practice TransitionsFinancial Advisors Want to Know: Deal Structures that Work for Successful Practice Transitions - Ep 67 John TurnerWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.John Turner serves as VP, Investment Advisory Lending at Live Oak Bank. John joined Live Oak Bank with over 35 years of experience in the financial services industry. Over the years John garnered experience buying, brokering, or financing over 600 deals.Podcast Takeaways:Re...
2025-03-2430 min
Financial Advisors Want To Know PodcastEp 66: How Prioritizing Health Can Boost Your Practice's SuccessFinancial Advisors Want to Know: How Prioritizing Health Can Boost Your Practice's Success - Ep. 66Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.Adam Gilbert is the Founder of MyBodyTutor, a program that simplifies the weight-loss process into practical, sustainable behaviors that help you lose weight and keep it off. Adam has made a career out of getting results for clients who have "tried everything" but just haven't managed to ke...
2025-03-1720 min
Financial Advisors Want To Know PodcastEp 65: How to Build a Future Proof Practice as a Financial AdvisorFinancial Advisors Want to Know: How to Build a Future Proof Practice as a Financial Advisor - RIAsWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.Anna N’Jie-Konte, MBA, CFP ® is the CEO of Poder Wealth Advisors. She helps women navigate financial decisions after divorce, inheritance, or business exits and create an aligned life where their wealth, legacy, and philanthropic plans are rooted in their values. She is a proud...
2025-03-1025 min
Financial Advisors Want To Know PodcastEp 64: How to Master Testimonials in The Modern AgeFinancial Advisors Want to Know: How to Master Testimonials in The Modern Age - Ep. 64 Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.An experienced FinTech entrepreneur, Andrew previously co-founded Datalign Advisory, an RIA referral platform where he serves as a board advisor.Before Datalign, he worked in management consulting with a focus on B2C marketing and in product/operations strategy with Meta (Facebook).Andrew served for fiv...
2025-03-0322 min
Get Ready: Before Life Happens PodcastTake Control of Your TAXES Now! Featuring Catherine TindallSend a textOn 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...
2025-02-2837 min
Only Fee-Only#120 - Taxes Don't have to Be Scary: Insights from Catherine TindallTax season can be stressful for financial advisors, but it doesn’t have to be. In this episode, we talk with Catherine Tindall, a CPA and tax strategist who specializes in helping advisors save money and stay ahead of tax challenges.Catherine breaks down common tax misconceptions and explains how advisors can take control of their tax planning instead of feeling stuck with whatever the IRS decides. She shares practical strategies, including how choosing the right business structure can make a big difference in tax outcomes.We also cover common tax mistakes, how to avoid th...
2025-02-2622 min
Financial Advisors Want To Know PodcastEp 63: How to Evaluate and Optimize WealthTech Stacks for RIAsFinancial Advisors Want to Know: How to Evaluate and Optimize WealthTech Stacks for RIAs - Ep 63 James CantwellWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.James Cantwell brings 25+ years of investment management and WealthTech expertise to his role as founder of The Cantwell Advisory, established in 2019. His career spans leadership positions at GAMCO Asset Management, AST Trust Company, and SS&C Advent, where he led North American consulting for te...
2025-02-2432 min
Financial Advisors Want To Know PodcastEp 61: How to Reclaim Your Time and Boost Your Bottom LineFinancial Advisors Want to Know: How to Reclaim Your Time and Boost Your Bottom Line - Ep. 61 Matthew JarvisWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.Critically acclaimed author Matthew Jarvis has quite literally written the book for financial advisors on how to Deliver Massive Value™. His intense focus on delivering the most value possible to clients, and spending quality time outside of the office with his family, all while...
2025-02-1031 min
Financial Advisors Want To Know PodcastEp 60: How AI Can Streamline Client Meetings and ComplianceFinancial Advisors Want to Know: How AI Can Streamline Client Meetings and Compliance - Ep. 60 Parker EnceWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.Parker Ence is the CEO and Co-founder of Jump Advisor AI tool for client meetings. Parker's prior experience includes 4x as a tech CEO in insurtech, data, and AI, Google Cloud AI, and and MBA from Stanford Graduate School of Business.Key Podcast Ta...
2025-02-0320 min
Always On for Financial AdvisorsEmpowering Financial Advisors: Strategic Tax Planning with Catherine TindallIn 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...
2025-01-3052 min
Always On with Duncan MacPhersonEmpowering Financial Advisors: Strategic Tax Planning with Catherine TindallIn 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...
2025-01-3052 minAlways On for Financial AdvisorsEmpowering Financial Advisors: Strategic Tax Planning with Catherine TindallIn 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...
2025-01-3052 min
Financial Advisors Want To Know PodcastEp 57: The Power of Invisible ScriptsFinancial Advisors Want to Know: The Power of Invisible Scripts - Ep. 57, Dr. Donald MoineWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.Dr. Donald Moine is one of the founders of the field of Sales and Marketing Psychology. He has been working with financial advisors and top insurance agents for more than 35 years, specializing in helping them build their businesses more quickly.Podcast takeaways:Objections Are Pr...
2025-01-1334 min
Financial Advisors Want To Know PodcastEp 56: The "Ins and Outs" of Annual EOS PlanningFinancial Advisors Want to Know: The "Ins and Outs" of Annual EOS Planning - Ep 56 Scott RusnakWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.Scott Rusnak is an Executive Coach, Expert EOS Implementer® and a Board-Certified Coach for the US and British Olympic Teams. He is also the Author of The Entrepreneur’s Field Guide.Scott has co-founded and successfully exited multiple businesses, including Schoollogic, GolfNow, HM Syste...
2025-01-0621 min
Financial Advisors Want To Know PodcastEp 55: Behavioral Finance and the Psychology of WealthFinancial Advisors Want to Know: Behavioral Finance and the Psychology of Wealth - Ep. 55 Daniel Crosby, Ph.D.Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.Dr. Daniel Crosby, a psychologist and behavioral finance expert educated at Brigham Young and Emory, explores the intersection of psychology and markets. He created the “Irrationality Index” to track market sentiment and recently released The Soul of Wealth, featuring 50 insightful essays on wealth and happin...
2025-01-0319 min
Financial Advisors Want To Know PodcastEp 54: What to Look for When Reviewing Life Insurance PoliciesFinancial Advisors Want to Know: What to Look for When Reviewing Life Insurance Policies - Ep. 54 Tony SteuerWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.Tony Steuer, CLU, LA, CPFFE is an internationally recognized financial preparedness advocate, podcaster, award-winning author and fintech advisor. He is an expert content reviewer for Nerdwallet and Bankrate.Podcast Takeaways:Reviewing Policies Is Critical: Many life insurance policies are left unmanaged, le...
2025-01-0118 min
Financial Advisors Want To Know PodcastEp 53: How Executive Assistants Drive Growth and EfficiencyFinancial Advisors Want to Know: How Executive Assistants Drive Growth and Efficiency - Ep. 53 Gina Cotner and Jennifer TracyWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.Gina Cotner is the founder and CEO of Athena Executive Services, a firm that pairs part-time virtual Executive Assistants with busy entrepreneurs and executives across the U.S., allowing clients to focus on what matters most. Born and raised in Seattle and often in...
2024-12-3024 min
Financial Advisors Want To Know PodcastEp 51: How to Navigate SEC Marketing Rules and Avoid ViolationsFinancial Advisors Want to Know: How to Navigate SEC Marketing Rules and Avoid Violations - Ep 51 Brian ThorpWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.Brian Thorp is the founder and CEO of Wealthtender and was recognized by [WealthManagement.com](http://wealthmanagement.com/) as one of its top 10 innovators and influencers set to change the wealth management industry in 2024. Wealthtender is the first financial review platform designed to...
2024-12-2522 min
Financial Advisors Want To Know PodcastEp 49: How to Elevate Your Client Experience with Systems, Workflows, & TechFinancial Advisors Want to Know: How to Elevate Your Client Experience with Systems, Workflows, & Tech Ep. 49 - Kate GuillenWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.Kate, founder of Simplicity Ops, is an operations expert with over a decade in investment management. She’s passionate about streamlining technology and systems to elevate client service, drive growth, and boost profitability. Her journey began as a Client Service Associate, later becoming an O...
2024-12-2024 min
Do It For Yourself with Stephen A. Taylor, JD, CFP®How to Successfully Transition from IBD to RIAIn this episode, host Catherine Tindall, CPA (Dominion), is joined by Steven Taylor, CFP® and Attorney, to demystify the transition process for financial advisors moving from the Independent Broker-Dealer (IBD) model to a Registered Investment Advisor (RIA) structure.
IBD vs. RIA: Key Differences
The Benefits of Transitioning to RIA
Challenges to Anticipate
Practical Steps for a Smooth Transition
Catherine Tindall is a Certified Public Accountant and Partner at Dominion Enterprise Services. She focuses on helping business owners optimize their tax strategies to maximize profitability and reduce liabilities. Catherine’s expertise spans across industries, with a k...
2024-12-1925 min
Financial Advisors Want To Know PodcastEp 47: Introduction to Dominion Enterprise Services with Catherine Tindall, CPAFinancial Advisors Want to Know: Introduction to Dominion Enterprise Services with Catherine Tindall, CPAWelcome to the Financial Advisors Want to Know podcast. This is Catherine Tindall, CPA. We're doing a special episode today. As you might be aware, I usually have an expert guest on the show who talks about their specific area of expertise. Today’s episode is special because the expert I’m inviting onto the show is myself.I get a lot of questions from advisors about how our firm works for them, specifically around the tax work. So I wanted to t...
2024-12-1814 min
Financial Advisors Want To Know PodcastEp 48: The Future of Client Acquisition for Millennial and Gen Z ClientsFinancial Advisors Want to Know: The Future of Client Acquisition for Millennial and Gen Z ClientsWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.Jack Boudreau, ex-JPM & ex-Techstars, is the CEO and co-founder at Habits, the marketplace where HENRYs, DINKs, and young families find their financial advisor.🏢 CEO & Co-Founder @ Habits Inc. | www.usehabits.com📈 Helping HENRYs (high earner not rich yet), DINKS (dual income no kids), and young families...
2024-12-1822 min
Financial Advisors Want To Know PodcastEp 45: Should You Add Tax Services to Your Practice?Financial Advisors Want to Know: Should You Add Tax Services to Your Practice? Ep. 45 Chelsea RustekWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.In this episode, we have Chelsea Rustek. Chelsea Rustek, EA specializes in individual and small business tax preparation. Her background also includes stock options compensation and IPOs helping clients mitigate tax risks and burdens.Today's topics:1. Being a tax professional with a foot in...
2024-12-1125 min
Financial Advisors Want To Know PodcastEp 44: How Trust Services Can Grow Your PracticeFinancial Advisors Want to Know: How Trust Services Can Grow Your Practice - Ep. 44 Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firmsChristopher Holtby is a Co-Founder of Wealth Advisors Trust Company, an administrative custodian-neutral trust company, based in South Dakota. He began his career as a financial analyst at May Department Stores. Podcast takeaways:Boost AUM: Trust services help retain and grow assets under management.Preve...
2024-12-0921 min
Financial Advisors Want To Know PodcastEp 43: How to Create a Lifestyle Practice and a High Growth PracticeFinancial Advisors Want to Know: How to Create a Lifestyle Practice and a High Growth PracticeWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms. With 22 year in practice, Nic is partners with his Dad, Randy Yeomans, together they have built a successful RIA, managing $350mm for approximately 400 families. Nic is a CFP, College Instructor and Professional Speaker.Yeomans Consulting Group Inc. is a registered investment adviser. Registration does not...
2024-12-0631 min
Financial Advisors Want To Know PodcastEp 42: How to Implement Financial Planning Before a Product RecommendationFinancial Advisors Want to Know: How to Implement Financial Planning Before a Product Recommendation - Ep. 42 Broc BucklesWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.Broc Buckles is the Co-founder and Chief Relationship Officer of BC Brokerage, a firm dedicated to supporting fee-only advisors with insurance solutions nationwide. BC Brokerage prioritizes straightforward planning before product implementation and works closely with the fee-only financial planning community to offer tailored, practical so...
2024-12-0417 min
Wicked Pissah Podcast#228 - Helping Financial Advisors Save on Taxes – with Catherine Tindall, CPAHelping Financial Advisors Save on Taxes – with Catherine Tindall, CFA More and more I keep hearing from other financial planners that they are struggling to find good CPAs that they can send their clients to for tax preparation. Too many CPAs are either retiring or not taking on new business and too few are entering the profession. Finding a CPA for your clients is one thing; but what if you are an advisor looking to outsource your own tax preparation? On this episode we speak with Catherine Tindall, founder of Dominion Enterprise Services. Catherine is a...
2024-12-0344 min
Financial Advisors Want To Know PodcastEp 41: The Power of Housing Wealth in Retirement PlanningFinancial Advisors Want to Know: The Power of Housing Wealth in Retirement Planning - Ep. 41 Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.Mitchell Cooper is a Reverse Mortgage Advisor with Mutual of Omaha Mortgage. As a CRMP, Certified Reverse Mortgage Professional, and CRPC, Mitch educates financial professionals on the use of home equity in retirement, most recently speaking at FPA NorCal.Episode takeaways:-Discover why housing wea...
2024-12-0226 min
Financial Advisors Want To Know PodcastEp 40: How to Leverage Social Media for Organic GrowthFinancial Advisors Want to Know: How to Leverage Social Media for Organic Growth - Ep. 40 Carolyn Dalle-MolleWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.In this episode, we have Carolyn Dalle-Molle with us speaking about social media trends and gaining traction for organic growth.Carolyn is VP of Consulting and Innovation at Ficomm Partners. I'm the lead consultant within Ficomm's Advisor Accelerator. Lives with her husband and tw...
2024-11-2922 min
Financial Advisors Want To Know PodcastEp 39: The Power of Emotion in Email MarketingFinancial Advisors Want to Know: The Power of Emotion in Email Marketing - Ep. 39 James PollardWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.Today we are speaking with James Pollard. James Pollard is host of the ‘Financial Advisor Marketing’ podcast, which has more than 250 episodes designed to help financial advisors get more clients. He is also the founder of TheAdvisorCoach.com, which has a plethora of resources for adv...
2024-11-2731 min
The Efficient Advisor: Tactical Business Advice for Financial Planners235: Common Mistakes Advisors Make on Their OWN Taxes with Catherine TindallBut what about YOUR taxes? Yes, you. The advisor! Running a financial advisory business can be complicated and you get paid weirdly. #FACTSWe are stepping away from the S2S Framework this week, because the end of the year is coming, and we’ve got a small window of time to maximize your own tax savings before the end of the year. If you’re anything like me, the end of the year was all about the clients. Scrambling to get their Roth conversions done, tax harvesting, QCDs, and all the things. My ow...
2024-11-2656 min
Financial Advisors Want To Know PodcastEp 37: How to Start Your Own Podcast and Navigate ComplianceFinancial Advisors Want to Know: How to Start Your Own Podcast and Navigate Compliance - Ep 37Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms..Today I have Mark Hansen on with me. Mark is a financial advisor and he runs a podcast called The Quiet Part. And I connected with him because I had seen some of his show and we connected on LinkedIn. I was interested in having him co...
2024-11-2224 min
Financial Advisors Want To Know PodcastEp 36: How to Successfully Transition from IBD to RIAFinancial Advisors Want to Know: How to Successfully Transition from IBD (Independent Broker-Dealer) to RIA (Registered Investment Advisor)Episode 36: Steven TaylorWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firmsStephen is the owner of an SEC Registered Investment Advisory firm that provides comprehensive financial planning and investment management services. As a Certified Financial Planner™ and Attorney based in Miami, Florida, Stephen brings a unique and unparalleled level of expe...
2024-11-2025 min
Financial Advisors Want To Know PodcastEp 35: Why Healthcare Planning Matters for AdvisorsFinancial Advisors Want to Know: Why Healthcare Planning Matters for Advisors - Ep 35 Cole CravenWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.Topics discussed in episode:1. Open Enrollment Period and why it matters pre-652. Annual Enrollment Period and why it matters for Medicare beneficiaries.3. How financial planning softwares miss BADLY on health insurance costs for early retireesAbout Cole:I have a deep pa...
2024-11-1828 min
The Finance Marketing PodcastTackling the Challenge of Measuring the ROI on Your Marketing Budget with CPA Catherine TindallIn this episode of The Finance Marketing Podcast, Hillary is joined by Catherine Tindall, CPA, a Tax Advisor at Dominion Enterprise Services. Catherine works closely with financial advisors, helping them reduce their income taxes, stay compliant with tax regulations, and grow their firms sustainably, even as the tax burden continues to increase.Catherine and Hillary dive deep into the complexities of marketing spend for financial professionals, offering invaluable insights on how to strategically allocate your marketing budget, measure ROI where you can, and leverage referral business for cost-effective growth. If you're looking to refine your marketing strategies...
2024-11-1525 min
Financial Advisors Want To Know PodcastEp 34: How to Build Client Service SuccessFinancial Advisors Want to Know: How to Build Client Service Success - Ep 34: Cameo RobersonWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.Cameo Roberson is the Founder of Atlas Park Consulting, a Business Coaching & Fractional COO Agency for Financial Advisors and Wealth Management firms. Atlas Park helps leaders execute their growth strategy and drive revenue without feeling overwhelmed.Building Client Service Success!1. (Smooth Onboarding Strategies) co...
2024-11-1517 min
The Out and About PodcastTax Strategies for Advisors and How to Get More from Your CPA Relationship with Catherine Tindall, CPACatherine 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 esse...
2024-11-1319 min
Financial Advisors Want To Know PodcastEp 33: How to Navigate a Successful Partner SplitFinancial Advisors Want to Know: How to Navigate a Successful Partner Split - Ep 33 Rich LeBrantiWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.In today's episode, we have Rich LeBranti. A graduate of Malden Catholic High School and Stonehill College, Rich transitioned from a potential medical career to financial planning in 2000. He co-founded Doble LeBranti Financial Group, which merged with Axial Financial Group in 2023. He is a CERTIFIED FINANCIAL PL...
2024-11-1320 min
Financial Advisors Want To Know PodcastEp 32: Valuation, Market Multiples, Succession Planning for PracticesFinancial Advisors Want to Know: Valuation, Market Multiples, Succession Planning for Practices - Episode #32: Scott Leak, CFP®, CEPA®Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.Today we have a 25 year veteran in financial services, Scott Leak, CFP®, CEPA® is a Senior Consultant at FP Transitions, the industry’s leading provider of valuation, succession planning, and M&A Consulting.Founded in 1999, with 60+ professionals on staff with a diverse set of c...
2024-11-1121 min
Financial Advisors Want To Know PodcastEp 31: How to Build a Community of Advisors and COIsFinancial Advisors Want to Know: How to Build a Community of Advisors and COIs - Ep 31 Brenna BaucumWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firmsBrenna Baucum has over a decade of experience in the financial services industry. She is the founder of Collective Wealth Planning and specializes in serving Oregon Public Employees and retirees.About Brenna:As a CFP®, I have spent over a decade foc...
2024-11-1017 min
Financial Advisors Want To Know PodcastEp 30: Create Processes to Work Less and Love Your BusinessFinancial Advisors Want to Know: How to Create Processes to Work Less and Love Your Business - Ep 30Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.Creating a top-notch client experience that runs like clockwork is the best way to build a referable business, attracting clients who are eager to work with you. However, there’s a catch: executing an exceptional client experience requires an organized, strategic approach. Libby...
2024-11-0638 min
Financial Advisors Want To Know PodcastEp 29: How to Enhance Your Video PresenceFinancial Advisors Want to Know: How to Enhance Your Video Presence - Ep 29 Katie BradenWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.On today’s episode of Financial Advisors Want to Know I have Katie Braden an EXPERT in video production for financial advisors on to discuss the natural progression of integrating video into your practice to see better results in this post-Covid high-content environment.Katie Braden, CFP®...
2024-11-0418 min
Financial Advisors Want To Know PodcastEp 28: How to Find Candidates and Screen for the Right FitFinancial Advisors Want to Know: How to Find Candidates and Screen for the Right Fit - Ep #28 with Caleb Brown, MBA, CFPHow to determine your needs, find candidates, and screen for the right fit.Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.Caleb assists financial planning firm owners with sourcing, screening, and selecting new financial planner candidates to integrate into their growing firms. Additionally, he helps new fi...
2024-11-0120 min
Financial Advisors Want To Know PodcastEp 27: Discover Your Niche and Craft Your PositioningFinancial Advisors Want to Know: How to Discover Your Niche and Craft Your Positioning - Ep 27Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.Natalie Hales boasts more than a decade of financial marketing experience on both sides of the border. She specializes in helping advisors discover their niche, craft their positioning, and tell their stories to attract dream clients. Her unique expertiseTopics:Discover your niche...
2024-10-3019 min
Financial Advisors Want To Know PodcastEp 26: How to Leverage Technology with Maus: A Strategic Planning SoftwareFinancial Advisors Want to Know: How to Leverage Technology with Maus: A Strategic Planning Software - Ep 26 Michael BradyWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms. Today, we have Michael Brady. Michael is the Director of Sales at Maus Software where he spends most of his time helping advisors across the world create meaningful engagements for their business owner clients. These advisors include: -Financial Advisors-M&A...
2024-10-2818 min
Financial Advisors Want To Know PodcastEp 25: How to Avoid Burnout and Understanding the Reasons Behind ItWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.Since 2003, Lindsay Troxell has collaborated with financial firms across the U.S. and Europe, focusing on creating meaningful experiences for employees and clients. Her 20-year career spans roles at Florence Savings Bank, Northwestern Mutual, LPL Financial, TD Ameritrade, and Janus Henderson.In 2019, she deepened her expertise in behavior change, energy management, and longevity. When the pandemic hit, advisors sought her help to gu...
2024-10-2519 min
Financial Advisors Want To Know PodcastEp 24: All Things Corporate Transparency ActWelcome to the Financial Advisors Want to Know podcast. I'm Catherine Tindall, a CPA with Dominion, a specialty tax and accounting firm that works with financial advisors.In today’s episode of Financial Advisors Want to Know I have Jonathan B. Wilson, Esq. joining me to discuss the Beneficial Ownership Information Report requirements that are impacting most entities starting Jan 1, 2025. Key Takeaways for Advisors:1- Talk to business owner clients and HNW individuals with ownership stakes in LLCs to make sure they have a resource for these filings - their tax professionals, attorney, or...
2024-10-2317 min
Financial Advisors Want To Know PodcastEp 23: How to Think Through Exit PlanningFinancial Advisors Want to Know: How to Think Through Exit Planning - Ep #23: Justin GoodbreadWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firmsGrowing up in Brunswick, Georgia, Justin developed a strong work ethic from an early age, starting his landscaping business at 15. His passion for helping others led him to the financial services industry, where he earned credentials like CERTIFIED FINANCIAL PLANNER™, Certified Value Growth Advisor®and Certified Exit Plann...
2024-10-2117 min
Financial Advisors Want To Know PodcastEp 22: How to Engage Your Email List Through the Power of StorytellingFinancial Advisors Want to Know: How to Engage Your Email List Through the Power of Storytelling - Ep #22 Sonja EcklundWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.Today's episode, I have Sonja Ecklund on the show. She is a board-certified health and wellness coach and a financial social work coach, and we connected because she has had really great experiences with running a curated email marketing newsletter. Something that I...
2024-10-1817 min
Financial Advisors Want To Know PodcastEp 21: Why Clients Sabotage Their Finances and How to HelpFinancial Advisors Want to Know: Why Clients Sabotage Their Finances and How to HelpWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.On today's episode, I have Joy Slabaugh. She's a CFP with 20 years of financial planning experience, and that includes providing advice to multi-billion dollar clients. She's also a licensed therapist and Joy helps CFPs transform their wealth mindset and trains them in advanced relationship skills to be able to...
2024-10-1616 min
Financial Advisors Want To Know PodcastEp 20: How to Best Implement Tax Planning for ClientsWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms. Today I am with Steven Jarvis, CPA.Steven aims to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most people's largest expense in retirement: taxes! With over 10 years of experience from top accounting firms and by partnering with some of the most successful financial advisors in the industry, Steven is uniquely positioned to help financial advisors deliver ma...
2024-10-1418 min
Financial Advisors Want To Know PodcastEp 19: The Benefits of ParaplanningFinancial Advisors Want to Know: The Benefits of Paraplanning - Ep 19: Brandon LovingierWelcome to the Financial Advisors Want to Know podcast. This is Catherine Tindall. I'm a CPA over at Dominion Enterprise Services. We're a specialty tax and accounting firm that works for financial advisors. And on today's episode, I have Brandon Lovingier. He's the AKA the enlisted money guy. He's an army veteran with over 18 years of service, including deployments to Iraq and Afghanistan. And after a period of financial missteps, he and his wife became debt-free and started building wealth. He launched h...
2024-10-1117 min
Financial Advisors Want To Know PodcastEp 17: How to Effectively Implement an EOS SystemFinancial Advisors Want to Know: How to Effectively Implement an EOS System - Ep 17 Scott RusnakWelcome to the Financial Advisors Want to Know podcast. I'm Catherine Tindall, a CPA here at Dominion Enterprise Services. We're a specialty tax and accounting firm that just works for financial advisors. In today's episode, I have Scott Rusnak. He is an executive coach, expert EOS implementer, and board-certified coach for the US and British Olympic teams. He also works for several advisor firms as an EOS implementer. He's the author of The Entrepreneur's Field Guide. He's co-founded and s...
2024-10-0714 min
Financial Advisors Want To Know PodcastEp 15: How to Set Up a 401K PlanFinancial Advisors Want to Know: How to Set Up a 401K Plan - Episode #15: John JonesWelcome everybody to the Financial Advisors Want to Know podcast. I'm Catherine Tindall, a CPA with Dominion. We're a firm that specializes in tax advisory and compliance for financial advisors and wealth managers, RIAs. Today's guest is John Jones. He's the president of Scissortail Executive Advisors, which is a firm dedicated to helping corporations optimize their 401k plans. John also has experience working with financial advisors for their business owner clients who are jumping through the same hurdles trying t...
2024-10-0412 min
Financial Advisors Want To Know PodcastEp 16: How to Plan For a Purpose Driven RetirementFinancial Advisors Want to Know: How to Plan For a Purpose Driven Retirement - Ep 16: Tony HixonWelcome to the Financial Advisors Want to Know podcast. I'm Catherine Tindall, one of the partners here at Dominion Enterprise Services, a specialty tax and accounting firm that works specifically for advisors. On today's episode, we have Tony Hixon, the CEO of Hixon Zuercher Capital Management. And co-founder of the Refocus Coaching Academy. Tony is a passionate advocate for purpose-driven retirement planning fueled by personal tragedy and a commitment to honor his mom's legacy. So Tony, thank you for joining...
2024-10-0415 min
Financial Advisors Want To Know PodcastEp 13: How to Enhance Your WebsiteFinancial Advisors Want to Know How to Enhance Their Website - Episode #13 Lauren HongHello, everyone. Welcome to the Financial Advisors Want to Know podcast. I'm Catherine Tindall, CPA here with Dominion. We're a firm specializing in tax work for financial advisor firms. Today I have with me Lauren Hong. She started Out and About Communications back in 2013, and it's an agency dedicated to the financial services industry. Today we're going to be talking about websites, and Lauren has some pretty good insights there. So welcome to the show, Lauren. Yeah, Catherine. Thank you for having me.
2024-10-0412 min
Retirement Tax Services PodcastCOVID tax fraud that hasn't ended yet with Catherine TindallIn this episode Steven is joined by a fellow CPA, Catherine Tindall, to talk about the Employee Retention Credit (ERC). One of the many programs created as a result of COVID the ERC is often in the headlines for all the wrong reasons. Along with doing tax work for financial advisors (their personal and business returns), Catherine specializes in helping people figure out whether they made a legitimate ERC claim or were pressured into something they never qualified for by one of the numerous ERC "mills" that popped up overnight. They discuss who actually qualified and what a business...
2024-07-2232 min
Financial Advisors Want To Know PodcastFinancial Advisors Want to Know: What’s going on with the Employee Retention Credit?I’m Catherine Tindall, a CPA with Dominion Enterprise Services. We’re a CPA firm that works specifically with financial advisors as their trusted tax professional for their own firms, tax, and accounting needs.Catherine is a Tax Advisor working for Financial Advisors to help them reduce their income taxes, stay compliant with tax returns, and grow their firms sustainably given the ever increasing tax burden advisors face. Looking for a more holistic relationship with your taxes? Book 15 minutes to have a cof...
2024-07-1611 min
The ProMarketer PodcastERC Due Diligence for Tax Professionals with Catherine TindallThough the Employee Retention Credit (ERC) was designed to help businesses like yours during the COVID era, it's turned out to be a big problem for the IRS. And they're cracking down on wrongful claims. So, what happens if you submit a bad claim and the IRS comes at you with an audit? How will you fix it and avoid paying the serious consequences of improper filing? Join ProMarketer Podcast host, Christian Jones, and special guest, Catherine Tindall*, CPA, founder of Dominion Enterprise Services (DES) as they discuss the essential due diligence needed to keep y...
2024-06-0542 min
Play Your PositionCatherine Tindall on the Truth about Your TaxesCatherine Tindall knows taxes and is committed to teaching people about how to maximize their money and minimize their taxes. Catherine is a CPA with the accounting firm Dominion Enterprise Services, and she specializes in strategic income tax approaches to help clients navigate tax codes and regulations including the Employee Retention Credit. In today's conversation, Catherine takes us into her world of accounting to shed light on some common misconceptions and misperceptions about taxes with the goal of helping us understand what's possible for us when it comes to our money and paying taxes. She shares some...
2023-07-1847 min
Advisor Development Show with Karl HooverHow to Take Advantage of the Employee Retention Credit in 2023 with Catherine Tindall (S5E2) Catherine Tindall, CPA and partner at Dominion Enterprise Services. Their business is a specialty tax advisory practice so we’ve asked her to join just to share her insights on the Employee Retention Credit. We want to make sure business owners in our industry understand how to take advantage of this generous credit program before time runs out. Here’s some of what you’ll learn from this episode: What is the employee retention credit? 2:50 How many people are helping business owners with this tax credit? 7:56 When the credit officially phases out and who is eligi...
2023-07-0626 min
Accounting High152 How to Run a Practice Differently than the Traditional CPA Firm (feat. Catherine Tindall, CPA)Episode 152
Accounting High is supported by our Booster Club
Thank you LiveFlow!
LiveFlow - Advanced financial reporting on autopilot.
LiveFlow turns your spreadsheet into a scalable, real-time FP&A platform, check them out:
https://www.liveflow.io/partnerships/accounting-high
Get 20% off for 3 months with promo code HIGH
FACULTY: Catherine Tindall
CLASS: #PeerReview
SPONSOR: LiveFlow
TITLE: How to Run a Practice Differently than the Traditional CPA Firm
In this episode of Accounting High, Scott and Jason Ackerman interview C...
2023-06-141h 01
The One Big Tip Podcast with Jeff MendelsonE317 - Get help from a specialty tax advisory practice and receive the maximum return of your employee retention tax credit that you’re entitled to | with Catherine TindallCatherine Tindall is a CPA and partner at Dominion Enterprise Services, a specialty tax advisory practice. She always had a strong sense of a deeper purpose, and really being able to help other people. Catherine shares her insights on Employee Retention Credit so business owners can better understand how to take advantage of this generous program before the time runs out. The employee retention tax credit, otherwise known as the ERC, is a refundable tax credit in the United States, designed to reward business owners for retaining employees through the COVID-19 pandemic. The ERC is available to both small...
2023-03-1019 min
RESTAURANT STRATEGYChatting with Pastry Chef Instructor and YouTube Influencer, Steven Konopelski#213 - Chatting with Pastry Chef Instructor and YouTube Influencer, Steven Konopelski
*****
This week's episode is brought to you by: MARGIN EDGE
Take control of your costs with using MarginEdge. Best of all? No contract. No setup fee. Free and unlimited training and support.
VISIT: marginedge.com/chip
*****
This week's episode is brought to you by: 7SHIFTS
7shifts is the team management platform for restaurants. From hiring, to scheduling, training and retaining, they’ve got the tools you need to help you run your business with...
2023-02-201h 19
RESTAURANT STRATEGYLet Your Community Market For You with Bestselling Author, Mark Schaefer#211 - Let Your Community Market For You with Bestselling Author, Mark Schaefer
*****
This week's episode is brought to you by: MARGIN EDGE
Take control of your costs with using MarginEdge. Best of all? No contract. No setup fee. Free and unlimited training and support.
VISIT: marginedge.com/chip
*****
This week's episode is brought to you by: 7SHIFTS
7shifts is the team management platform for restaurants. From hiring, to scheduling, training and retaining, they’ve got the tools you need to help you run your busin...
2023-02-131h 03
The Freedom Formula for Physicians | How Doctors Cut Debt & Slash Taxes | Business Of Medicine | Financial EducationS7, Episode 41 - What is the Employee Retention Credit? With Catherine Tindall, CPA of Dominion Enterprise ServicesIf you're a healthcare professional and business owner, there is a special credit you can take advantage of. Changes in tax law can be difficult and frustrating so we want to make sure you have all the information needed.
Our guest Catherine Tindall, CPA, Entrepreneur, Partner at Dominion Enterprise Services and specializes in advanced tax reduction, proactively work with clients to reduce what they pay in tax while supporting their greater wealth-building and life goals.
In this episode, Catherine & Dave talk about…
Ways that people who work in hospitals can reduce their taxes?
What is...
2022-12-2331 minThe Freedom Formula for Physicians | How Doctors Cut Debt & Slash Taxes | Business Of Medicine | Financial EducationS7, Episode 41 - What is the Employee Retention Credit? With Catherine Tindall, CPA of Dominion Enterprise ServicesIf you're a healthcare professional and business owner, there is a special credit you can take advantage of. Changes in tax law can be difficult and frustrating so we want to make sure you have all the information needed.
Our guest Catherine Tindall, CPA, Entrepreneur, Partner at Dominion Enterprise Services and specializes in advanced tax reduction, proactively work with clients to reduce what they pay in tax while supporting their greater wealth-building and life goals.
In this episode, Catherine & Dave talk about…
Ways that people who work in hospitals can reduce their taxes?
What is...
2022-12-2331 min
The Business Credit and Financing ShowCatherine Tindall How to Reduce Taxes & Build WealthCatherine Tindall is a CPA specializing in advanced tax reduction who proactively works with clients to reduce what they pay in tax while supporting their greater wealth-building and life goals. Her goal for every client is to provide a return on investment, in the first year, usually $15,000-100k+ in tax savings. With a focus on automation, Catherine and her team set themselves apart by utilizing technology whenever possible to streamline their advisory services and to offer those services to anyone no matter where they are located. She is especially passionate about providing tools to...
2022-12-2130 min
ValuationPodcast.com - A podcast about all things Business + Valuation.ERC Tax Credit Information for Advisors and Business OwnersHi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a business valuation expert focused on strategic planning and exit planning in St. Louis, Missouri. Today we are talking ERC. Tax credit information for advisors and business owners with Catherine Tindall. She's a CPA in California specializing in tax credits and is also a partner with Dominion Enterprise Services. She's combined proprietary technology with professional expertise with her CPA team, and is able to offer a fast turnaround time on credit claims w...
2022-12-0752 min
Construction GeniusCheck's in the Mail: How to Take Advantage of the Employee Retention CreditRunning a construction business is hard enough on its own. So many moving parts and details to look at. Then, you add accounting to the mix of complications. This leads to long nights during tax season, confusion and overwhelm. Why? The tax rules change every year, making it impossible to keep up. Imagine doing this all by yourself? Focusing on these small details will keep you away from your core business activities and if done incorrectly, it might even trip an IRS notice. That's the bad news. The good news is that you...
2022-11-1526 min
Dentists, Puns, and MoneyHow to Get Employee Retention Credit (ERC) for your Dental Practice, with Catherine TindallIn this episode Dentists, Puns, & Money, we talk with Catherine Tindall. Catherine a CPA specializing in tax credits. With a niche focus on the Employee Retention Credit, she helps eligible businesses and dental practices all over the country assess and receive ERC funds. After getting her start in advanced tax planning and compliance, Catherine saw a real need to better serve the tax credit niche, especially related to the Employee Retention Credit (ERC).With millions of dollars at stake, many businesses weren’t receiving what they were entitled to because of inaction from the...
2022-10-2638 min
Profit Answer Man: Scaling with Profit First & BeyondProfitable Tax Planning with Catherine Tindall CPAHi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Bio Catherine Tindall is a CPA specializing in advanced tax reduction who proactively works with clients to reduce what they pay in...
2022-06-2832 min
The Construction Leading Edge PodcastHow to Get a Check from the IRS for Your Employee Retention Credit with Catherine TindallEPISODE 253: How to Get a Check from the IRS for Your Employee Retention Credit with Catherine Tindall Catherine Tindall is an entrepreneur, CPA and partner with Dominion Enterprises. She specializes in advanced tax reduction and is an expert on the employee retention credit, which is what this episode is all about. What's in it for you? If you own a business, work for a business, or know someone who owns a business, this episode could be worth a lot of money. What is the Employee Retention Credit, and why does it exi...
2022-06-2759 minThe Construction Leading Edge PodcastHow to Get a Check from the IRS for Your Employee Retention Credit with Catherine TindallEPISODE 253: How to Get a Check from the IRS for Your Employee Retention Credit with Catherine Tindall Catherine Tindall is an entrepreneur, CPA and partner with Dominion Enterprises. She specializes in advanced tax reduction and is an expert on the employee retention credit, which is what this episode is all about. What's in it for you? If you own a business, work for a business, or know someone who owns a business, this episode could be worth a lot of money. What is the Employee Retention Credit, and why does it exi...
2022-06-2759 min
Portfolio Pulse: The Money Podcast for EntrepreneursEp. 046 - Creating an Impactful and Colossal Injection of Cash Into Your Business with Employee Retention Credits - Catherine Tindall, CPA of Dominion Enterprise ServicesOur guest today is renowned CPA Catherine Tindall of Dominion Enterprise Services. While she is skilled in numerous areas of tax planning, her firm has specialized in assisting business owners with the filing and determining the eligibility for the Employee Retention Credit. Eligible businesses can be rewarded with up to $26,000 in potential tax credit per employee retained during the pandemic and this payroll tax credit can create a massive one-time injection of cash for any business owner. Even if you believe you're not eligible because of what your current tax advisor told you, or if you already received PPP...
2022-06-0723 min
RESTAURANT STRATEGYTalking FREE MONEY with CPA, Catherine Tindall#168 - Talking FREE MONEY with CPA, Catherine Tindall
*****
This week's episode is brought to you by: POPMENU
If you’re a restaurant owner you need a great website that not only looks beautiful, but helps drive more traffic and sales. Use POPMENU to take your business to the next level. Best of all, listeners of this show can lock in one, set monthly rate… and get $100 off their first month.
VISIT: https://popmenu.com/restaurantstrategy
*****
Catherine Tindall is here to talk about tax planning, accounting best practic...
2022-05-301h 05
Hospitality Leadership Podcast - Restaurant and Hotel Leadership.Employment Retention Credit and Tax Strategy with Catherine Tindall CPA from Dominion Enterprise ServicesToday's episode covers something that will affect all businesses in the U.S. and should at least be looked into. We are talking about the Employee Retention Credit for hospitality businesses with Catherine Tindall CPA, a partner at Dominion Enterprise Services. Catherine is an Employee Retention Credit Expert and talks through how the situation has changed with the ERC and why you should now revisit it if you previously thought you were ineligible. We cover;What the ERC is and what it may be worth to you;The complexities and implications of businesses who have accessed other funds, and;What...
2022-05-1831 min
Superhuman Selling145 - Creating a Standout Client Experience Through Systems and Automation with Catherine TindallI discovered today’s guest through the high praise of a previous episode’s guest, Mark Magnacca. In that episode, Mark gave examples of Catherine Tindall’s exceptional relationship building skills and how his experience as a client of her CPA services has far exceeded his expectations. I knew immediately I needed her on as a guest to share how she stands out and to share her magic with the She Sells Community. Catherine is a CPA specializing in advanced tax reduction who proactively works with clients to reduce what they pay in tac while supporting their greater wealth building and li...
2022-04-1232 min