Can You Scale Faster With a Better Tax Plan?
Shelby Nicholl of Muriel Consulting is joined by Catherine Tindall, CEO of Dominion Enterprise Solutions, which specifically does tax planning for financial advisors. She ONLY works with financial advisors and LOVES doing education. When you work with Catherine, you benefit directly from your own tax planning and also can "multiply" the value into your client relationships.
In this in-depth conversation, Shelby Nicholl welcomes Catherine Tindall, CPA and CEO of Dominion Enterprise Solutions, to spotlight tax planning uniquely tailored for financial advisors.
Exclusive Focus on Advisors
Dominion serves only financial advisors—RIAs, IBDs, and other 1099 professionals—offering niche expertise that aligns with advisor needs.
Education at the Core
Catherine loves teaching—her goal is to empower advisors so they can confidently integrate tax insights into client conversations.Client Relationship Multiplier
Advisors benefit directly from their own tax savings and also "multiply" value by sharing planning insights with clients, enhancing trust and service.
🔑 Key Takeaways
Switch from Reactive to Proactive Tax Strategy
Move beyond filing returns—advisors should plan year-round for better cash flow and less tax waste.Structured S‑Corp Strategy for Broker-Dealers
Catherine gives an insider tax tip specifically for LPL and other broker-dealer advisors on optimizing their S-Corp setup—don’t miss this!Tax Planning = Client Education
Teaching tax strategies educates both the advisor and client, deepening the relationship and boosting perceived advisor value.AI as a Strategic Ally
Catherine discusses how AI tools can enhance tax workflow efficiency and free up time for deeper client engagement.Exit Planning Through Tax Optimization
Forward-looking tax planning isn't just for today—it compounds value and readies advisors for eventual succession or sale.
✅ Must-Hear for LPL & Broker-Dealer Advisors
If you're with LPL or another broker-dealer exploring the benefits of an S-Corp, this is essential listening. Catherine shares her signature tip on structuring distributions and reductions—an actionable nugget for setting up or optimizing your S-Corp vehicle.
Learn more:
Check out Catherine's podcast, Financial Advisors Want to Know.
Sign up for Catherine's newsletter.
Follow her on LinkedIn.
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
