January 30, 2025 • 52 mins
In 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 … Continue reading Empowering Financial Advisors: Strategic Tax Planning with Catherine Tindall (Ep. 72)
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