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