Tax 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 them, and why proactive planning is key to running a successful practice. Catherine’s advice will help you feel more confident and prepared when tax season rolls around.

Tune in to learn how to optimize your tax strategy and take charge of your financial future. Don’t forget to subscribe, share, and leave a review!

Social:

https://www.linkedin.com/in/ctindallcpa/

x: @CTindallCPA

#120 - Taxes Don't have to Be Scary: Insights from Catherine Tindall