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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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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 Financial Advisors Want to Know.
Sign up for Catherine's newsletter.
Learn more at MurielConsulting.com
Schedule a discovery call with Shelby Nicholl: Zoom Scheduler
Produced by Shelby Nicholl.
Edited by Aaron Sherman.
Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU
Chapters
1. Introduction to the Kick It Open Podcast (00:00:00)
2. Meet Katherine Tyndall: Tax Strategy Expert (00:00:43)
3. The Importance of Tax Planning for Advisors (00:01:22)
4. Navigating Tax Compliance and Planning (00:02:12)
5. The Role of Financial Advisors in Tax Strategy (00:03:17)
6. When to Bring in a CPA (00:05:29)
7. Tax Planning for Business Owners (00:07:13)
8. Entity Structures for Advisor Practices (00:15:23)
9. Scaling Your Advisor Practice (00:22:49)
10. Outsourcing Bookkeeping and Financial Forecasting (00:25:12)
11. Scaling and Tax Payments (00:25:33)
12. Yearly Tax Planning Cadence (00:27:09)
13. Transitioning to Independence (00:28:15)
14. Equity Distribution and Tax Implications (00:29:11)
15. Succession Planning and Contingency Plans (00:33:07)
16. The Power of Niching Down (00:36:46)
17. Shelby's Quickfire Questions and Wrap-up (00:43:15)
29 episodes
