Can You Scale Faster With a Better Tax Plan?

Advisors Off Script: Stories of the Independent Frontlines with Shelby Nicholl

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.

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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

فصل ها

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 (00:15:31)

9. Scaling Your Advisor Practice (00:22:57)

10. Outsourcing Bookkeeping and Financial Forecasting (00:25:20)

11. Scaling and Tax Payments (00:25:41)

12. Yearly Tax Planning Cadence (00:27:17)

13. Transitioning to Independence (00:28:23)

14. Equity Distribution and Tax Implications (00:29:19)

15. Succession Planning and Contingency Plans (00:33:15)

16. The Power of Niching Down (00:36:54)

17. Shelby's Quickfire Questions and Wrap-up (00:43:23)