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235: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall
Manage episode 452047308 series 3460679
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But what about YOUR taxes? Yes, you. The advisor! Running a financial advisory business can be complicated and you get paid weirdly. #FACTS
We are stepping away from the S2S Framework this week, because the end of the year is coming, and we’ve got a small window of time to maximize your own tax savings before the end of the year.
If you’re anything like me, the end of the year was all about the clients. Scrambling to get their Roth conversions done, tax harvesting, QCDs, and all the things. My own taxes were in the back of my mind, but everyone else came first. I did an episode a few months ago with a tax strategist that works with your clients… but what about a tax advisor for advisors!? Well, today I am going to introduce you to my friend Catherine. Her CPA firm specializes in doing tax strategy and advice for financial advisors.
In this episode, we’re digging into:
- Common Tax Mistakes Financial Advisors Make—and How to Avoid Them
- Year-End Tax Strategies: How Advisors Can Maximize Savings Before December 31st
- What is a Healthy Profit Margin for an Advisory Business?
- The Power of Proactive Tax Planning for your Firm - What A CPA Relationship Should Look Like
This episode is just for you, Advisors. An opportunity to take a step back and make sure you are taking care of your own business and your own strategy.
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LINKS FROM THIS EPISODE:
Connect with Catherine here!
Catherine’s Website dominiones.com
Watch Catherine’s Podcast here!
Join the Group Coaching & Mastermind HERE!
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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