Podcast appearances and mentions of catherine tindall

In this podcast episode, We converse with Catherine Tindall, a CPA and partner at Dominion Enterprise Services, about the critical importance of proactive tax planning. They discuss common mistakes business owners make during tax season, such as waiting until the last minute and not engaging in ongoing tax planning. Catherine highlights audit triggers and the significance of profit management. They also explore how financial advisors can build better relationships with CPAs to enhance client outcomes. The episode aims to educate and empower listeners to optimize their tax strategies effectively. Common Tax Mistakes (00:02:11) .Profit Management Discussion (00:05:32) .Audit Triggers for Business Owners (00:08:11) Challenges in Tax Filing (00:10:08) Understanding Tax Professionals (00:12:48) Avoiding Overly Complex Interactions (00:16:40) Practical Strategy for Client Situations (00:16:54)Biggest Tax Pet Peeve (00:18:26)Client Expectations from Tax Professionals (00:21:35)Conclusion and Final Thoughts (00:22:50)NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page Follow Us: youtube: / @9icap Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: https://www.facebook.com/MLB2CFP Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure

In this episode of The Perfect RIA, Matthew Jarvis and Catherine Tindall, CPA ,explore the intricate world of tax strategies specifically tailored for financial advisors. Their conversation cuts through the complexity of S-Corp structures and tax planning, offering practical wisdom for professionals looking to optimize their financial approach. Catherine brings her expertise to the forefront, challenging traditional thinking about retirement planning and business investment. The discussion reveals how financial advisors can make more strategic decisions about compensation, business structure, and tax optimization. Rather than following conventional wisdom, they explore how reinvesting in one's business can potentially create more value than standard retirement contributions. Matt and Cathering dive into critical areas often overlooked by financial professionals, including the nuances of reasonable compensation, the importance of meticulous documentation, and the strategic implications of different income sources. The S-Corp Advantage: What You Need to Know with Guest Catherine Tindall [Episode 303] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Catherine Tindall, CPA: LinkedIn | Website - Fleischer Case

Send us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Catherine Tindall, CPA and host of the Financial Advisors Want to Know Podcast about changing the way we think about money and proactive tax planning.In this episode we discussed:Address the fear of tax planning by shining a light on it. Why you should learn how to read your own tax return and learn what's going on.You can gain control by learning how the tax system works.Know when you need a CPA and the questions to ask when looking for a CPA. Dial in your relationship with your tax professional, their process and how they can support you. Catherine Tindall, CPA, is a strategic tax planner and partner at Dominion Enterprise Services, specializing in optimizing tax strategies for Registered Investment Advisors (RIAs), Independent Broker-Dealers (IBDs), and 1099 financial advisors with annual revenues between $500k and $10M. Passionate about proactive tax planning, Catherine focuses on collaboration to empower her clients to achieve growth and financial success. With a track record of helping advisors save significantly on taxes, She is dedicated to ensuring her clients futures are secure and prosperous.Catherine also hosts the "Financial Advisors Want to Know Podcast, " where she shares insights on reducing income taxes, staying compliant, and sustainably growing advisory firms. In each short form episode she tackles targeted topics with expert guests aimed at helping advisors scale intelligently and build their practices to 7-8 figures.Connect with Catherine Tindall, CPA:Dominion Enterprise Services (here) LinkedIn (here)YouTube (here)Podcast:Financial Advisors Want to Know Podcast (Spotify)Resources mentioned:Internal Revenue Service (here)Simple Numbers, Straight Talk, Big Profits!: 4 Keys to Unlock Your Business Potential by Greg Crabtree and Beverly Herzog (Amazon)The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It by Michael Gerber (Amazon)Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

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 proactive planning is key to running a successful practice. Catherine's advice will help you feel more confident and prepared when tax season rolls around.Tune in to learn how to optimize your tax strategy and take charge of your financial future. Don't forget to subscribe, share, and leave a review!Social:https://www.linkedin.com/in/ctindallcpa/x: @CTindallCPA

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 →

Helping Financial Advisors Save on Taxes – with Catherine Tindall, CFA More and more I keep hearing from other financial planners that they are struggling to find good CPAs that they can send their clients to for tax preparation. Too many CPAs are either retiring or not taking on new business and too few are entering the profession. Finding a CPA for your clients is one thing; but what if you are an advisor looking to outsource your own tax preparation? On this episode we speak with Catherine Tindall, founder of Dominion Enterprise Services. Catherine is a CPA that focuses her practice on working with financial advisors to help them optimize their income taxes through proactive planning. We talk about what it's like to work with financial planners as clients, why she focuses heavily on tax planning as opposed to tax preparation, the questions she discusses with new clients, and a few of the tax planning opportunities you might want to consider before the end of the year.  For more Information: https://www.dominiones.com/ https://www.linkedin.com/in/ctindallcpa/  

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items from Tuesday's podcast: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall---------LINKS FROM THIS EPISODE:Download the Systems to Scale Framework Here!Join the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

But what about YOUR taxes? Yes, you. The advisor! Running a financial advisory business can be complicated and you get paid weirdly. #FACTSWe 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 ThemYear-End Tax Strategies: How Advisors Can Maximize Savings Before December 31stWhat is a Healthy Profit Margin for an Advisory Business?The Power of Proactive Tax Planning for your Firm - What A CPA Relationship Should Look LikeThis 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.-----------------------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 HereEnroll in The Perfect RIA Masterclass HereConnect 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.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

In this episode Steven is joined by a fellow CPA, Catherine Tindall, to talk about the Employee Retention Credit (ERC). One of the many programs created as a result of COVID the ERC is often in the headlines for all the wrong reasons. Along with doing tax work for financial advisors (their personal and business returns), Catherine specializes in helping people figure out whether they made a legitimate ERC claim or were pressured into something they never qualified for by one of the numerous ERC "mills" that popped up overnight. They discuss who actually qualified and what a business owner who may not have qualified can do about it now. If you have business owner clients with employees (or you have employees) this is a crucial conversation to listen to. https://zurl.co/uS56

Though the Employee Retention Credit (ERC) was designed to help businesses like yours during the COVID era, it's turned out to be a big problem for the IRS. And they're cracking down on wrongful claims. So, what happens if you submit a bad claim and the IRS comes at you with an audit? How will you fix it and avoid paying the serious consequences of improper filing?   Join ProMarketer Podcast host, Christian Jones, and special guest, Catherine Tindall*, CPA, founder of Dominion Enterprise Services (DES) as they discuss the essential due diligence needed to keep your clients compliant and avoid potential pitfalls with the ERC.    *Catherine Tindall, CPA, saw the issues with the ERC from the get-go, and has worked to develop tools for tax professionals to help their clients get back into compliant positions with the IRS. Her expertise has been featured by Intuit and the Journal of Accountancy, and she has had over 16,000 professionals attend her continuing education seminars.

Join me in a conversation about the world of specialization with Catherine Tindall, founder of Dominion Enterprise Services.  Catherine's area of expertise lies within her ability to craft precise credit and income tax planning strategies, particularly focused on the Employee Retention Credit (ERC).  In this episode, Catherine shares her rationale for choosing to specialize in ERC, including where her practice will head in a post-ERC world.  Together, we dive deep into the complex history of ERC, the future for professionals assisting in ERC, and the importance of understanding eligibility determinations for practitioners venturing into this specialty.

Every year, at the end of the year, I like to take the voices of the amazing leaders I had the privilege of speaking with over the past 12 months, and putting them together into one large file where we can listen to the amazing ideas and insights and inspiration they shared.  This year, I decided to do something different. I divided my guests into the women and the men. In this episode, you will hear the voices of the 13 incredible women from 2023 who shared their unique leadership journey with all of us here at PYP. Get ready to be inspired! Resources from Today's Show What did you enjoy about this episode? Text me your feedback! Keep it kind, please :-) 503-567-8730 The Women: Alice Tang https://www.linkedin.com/in/askalicetang/  Amina Moreau https://www.linkedin.com/in/amina-moreau/  April Mitchell https://www.linkedin.com/in/april-mitchell-7132295b/  Barbara Turley https://www.linkedin.com/in/barbara-turley/  Catherine Tindall https://www.linkedin.com/in/ctindallcpa/  Dr. Brigitte Piniewski https://www.linkedin.com/in/brigittepiniewski/  Dr. Jean Oursler https://www.linkedin.com/in/jeanoursler/  Lisa Seal https://www.linkedin.com/in/lisa-seal/  Marybeth Gregg https://www.linkedin.com/in/marybethgregg/  Melissa Hughes https://www.linkedin.com/in/melissa-lisa-hughes-mha-pmp-37147742/  MiMi Chau https://www.linkedin.com/in/mimichau/  Spencer Snakard https://www.linkedin.com/in/spencersnakard/  Stephanie Nivinskus https://www.linkedin.com/in/stephanienivinskus/  = = = = = Thank you for supporting the show! Your 5-star rating and review makes a difference -- it's easy to leave one and it helps spread the word about the podcast! = = = = = My latest book, The Far Unlit Unknown -- is available everywhere books are sold including Audible! Get your copy and learn more about it here Are we connected yet on social?  @maryloukayser (Instagram) https://www.linkedin.com/in/mlkayser/ (LinkedIn)

Catherine Tindall knows taxes and is committed to teaching people about how to maximize their money and minimize their taxes. Catherine is a CPA with the accounting firm Dominion Enterprise Services, and she specializes in strategic income tax approaches to help clients navigate tax codes and regulations including the Employee Retention Credit. In today's conversation, Catherine takes us into her world of accounting to shed light on some common misconceptions and misperceptions about taxes with the goal of helping us understand what's possible for us when it comes to our money and paying taxes. She shares some useful insights that will have you thinking differently about your taxes from now on. Connect with Catherine Tindall on her website: https://DominionES.com  On LinkedIn:  https://www.linkedin.com/in/ctindallcpa/  = = = = = Thank you for supporting the show! Your 5-star rating and review makes a difference -- it's easy to leave one and it helps spread the word about the podcast! = = = = = My latest book, The Far Unlit Unknown -- is available everywhere books are sold including Audible! Get your copy and learn more about it here Are we connected yet on social?  @maryloukayser (Instagram) https://www.linkedin.com/in/mlkayser/ (LinkedIn)

Catherine Tindall, CPA and partner at Dominion Enterprise Services. Their business is a specialty tax advisory practice so we've asked her to join just to share her insights on the Employee Retention Credit. We want to make sure business owners in our industry understand how to take advantage of this generous credit program before time runs out.   Here's some of what you'll learn from this episode: What is the employee retention credit? 2:50 How many people are helping business owners with this tax credit?  7:56 When the credit officially phases out and who is eligible? 13:22 Here's how the credit is calculated. 18:85 Here's the best way to learn more about the program. 20:50 How she's learned to restrict her dopamine response to be more satisfied with less. 30:42     About our guest: https://dominiones.com/ See if your company is eligible: https://ctindall884762.typeform.com/to/nl6hAWN2 Top 5 ERC Mistakes to Avoid: https://dominiones.com/for-business-owners/ CONTACT US: https://advisordevelopmentshow.com/ 

Season 4 Episode 80 Accounting High is supported by our Booster Club Thank you LiveFlow!  LiveFlow - Advanced financial reporting on autopilot. LiveFlow turns your spreadsheet into a scalable, real-time FP&A platform, check them out: https://www.liveflow.io/partnerships/accounting-high Get 20% off for 3 months with promo code HIGH FACULTY: Catherine Tindall CLASS: #PeerReview SPONSOR: LiveFlow TITLE: How to Run a Practice Differently than the Traditional CPA Firm In this episode of Accounting High, Scott and Jason Ackerman interview Catherine Tindall, CPA, who shares her insights on the importance of aligned values in a firm, and how her experiences working with her parents and husband have shaped her approach to collaboration and partnership. She also discusses her firm's focus on personality types for hiring and working with clients, and the challenges and benefits of niche-ing in compliance. Tune in to this episode for valuable advice on firm ownership and building connections through social media. Catherine shares her journey to becoming an accountant and the influence of her parents' accounting practice. The hosts and Catherine discuss the importance of personalities in hiring and working with clients. They also talk about the dynamics of partnerships and the benefits of having aligned values. Catherine shares her experience of starting her own firm and provides advice for firm owners. The conversation ends with a discussion on the role of social media in connecting with clients. Scott and Jason wrap up the podcast with Catherine's advice to firm owner and her socials. Shoutouts: Dominion Enterprise Services --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Catherine Tindall is a CPA and partner at Dominion Enterprise Services, a specialty tax advisory practice. She always had a strong sense of a deeper purpose, and really being able to help other people. Catherine shares her insights on Employee Retention Credit so business owners can better understand how to take advantage of this generous program before the time runs out. The employee retention tax credit, otherwise known as the ERC, is a refundable tax credit in the United States, designed to reward business owners for retaining employees through the COVID-19 pandemic. The ERC is available to both small and medium-sized businesses. Taxation is such a stressful thing for business owners to deal with. Dominion Enterprise Services focuses on strategic income tax planning and specialty programs. A lot of the work that is done is for other CPA firms who don't feel comfortable doing the ERC work because it's such a specific niche. One of the interesting things about accounting and US tax preparation being so complicated is that it covers such a broad field and not all accountants come with the same knowledge. Once you become an entrepreneur and earn multiple streams of income, you need to have a professional at your side who understands tax planning, instead of just filing forms and keeping compliant with the government. Catherine saw the gap in this particular program when people who are not tax professionals didn't administer it correctly and lost 40% of their hard-earned income in federal and state taxes, even practitioners were too intimidated to approach it. Her firm started doing them and mastered what was coming down the pipeline. Business owners need to understand that this interacts with their income tax and is not as clear as the PPP where you file pieces of paper with the bank. The mechanics of the ERC is a complex process that can end up being like the third round of PPP. It all depends on how many employees you had and how long they were employed. To know if you qualify for the program, you need to have had at least five W2 employees during the pandemic between 2020 and 2021, along with access to quarterly financial statements like a revenue-based test and if you had certain revenue declines within quarters, you can qualify for it. Also if you were subject to government orders or mandates that forced changes in how you were operating. An example is when most restaurants were subject to state government orders that reduced their indoor dining capacity for a certain period during Covid, which caused a triggering event. The credit itself is capped at $26,000 per employee and when they do the legal footwork of the initial assessment and government orders, it can all be processed between three to four months and you can start receiving your returns in quarterly checks. In this episode:[02:40] Dominion Enterprise Services do strategic income tax planning and specialty programs Taxation is stressful for business owners to deal with and should be handed overYou need to have someone professional at your side and understand tax in-depth [04:28] Catherine saw the gap in ERC and found a solutionPeople don't administer it correctly and lose 40% of their incomeYou can claim up to $26,000 per employee[08:52] Make sure your accountant assessed you for ERC during 2020 and 2021Did you have W2 employees during the pandemic?If you had certain revenue declines within quarters, you could qualify for ERC[12:01] Seeing if you qualify for all the quarters of the programBetween 5 to 10 employees, you could potentially get a six-figure returnLooking at government restrictions[15:02] Catherine's company was approached by a restaurant located in...

Are you a business owner who saw your revenues plummet during the height of the COVID-19 pandemic due to government restrictions? Then you could be eligible to receive financial assistance from the government in the form of the Employee Retention Credit (ERC). Unfortunately, because of the complicated procedures in place, many business owners end up filing bad claims or worse, not file a claim at all.    Unfortunately for many business owners, the procedure for submission and evaluating whether you qualify for the credit at all is complex, and may involve digging through government announcements for the exact restriction that may have affected you. There is also the process of determining how much credit you qualify for, based on things like the wages your employees earned, and whether you paid them through the Paycheck Protection Program, among others.   The good news is that you may be eligible for up to $5000 per employee that you paid during the whole year of 2020 and $7000 per employee for three quarters during tax year 2021. The bad news is that there are several exemptions and caveats that apply, and they are enough to make anybody's head spin. But if you have a headcount of more than 10 employees, and feel like government restrictions really impacted on your ability to operate and create revenue, then it's worth having a tax professional evaluate your case.    In this episode, Catherine Tindall, one of the partners at Dominion Enterprise Services, a specialty CPA firm that specializes in helping businesses maximize their tax credits, gives us information about the ERC and whether you might be leaving a very significant number of dollars off the table by not filing a claim. She also talks about the consequences of filing a bad ERC claim, which can lead to an unapproved claim or worse, a stringent audit by the IRS.    In this episode, we discuss:   What the Employee Retention Credit (ERC) is all about  How to know if you are qualified to file an ERC claim What the process of filing an ERC claim can look like  Why you need to know how to avoid filing a bad ERC claim Check out these resources we mentioned during the podcast: Join the Service Business Mastery Facebook group This episode is kindly sponsored by Sera (visit their website) and CompanyCam (visit www.companycam.com/SBM for a 14 day trial and 50% off your first two months). Visit www.companycam.com/SBM and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months! Meet the Hosts: Tersh Blissett is a serial entrepreneur who has created and scaled multiple profitable home service businesses in his small town market. He's dedicated to giving back to the industry that has provided so much for him and his family. Connect with him on LinkedIn.   Joshua Crouch has been in the home services industry, specifically HVAC, for 8+ years as an Operations Manager, Branch Manager, Territory Sales Manager and Director of Marketing. He's also the Founder of Relentless Digital, where their focus is dominating your local market online. Connect with him on LinkedIn.   Meet the Guest:   Catherine Tindall is one of the partners at Dominion Enterprise Services, a specialty CPA firm that works with other firms and their clients to maximize their tax credits.    Dominion Enterprise Services has a Proactive Tax Planning & Compliance Strategy that is holistically designed for your business goals to maximize your cash flow/savings and minimize your stress. Unlike typical tax professionals, Dominion Enterprise Services specializes in advanced tax reduction on top of routine tax compliance work. Visit Dominion Enterprise Service's Website: https://dominiones.com/ Check Out Catherine's Ebook on the top 5 ERC mistakes to avoid: https://dominiones.com/for-business-owners/ Tune in to hear the latest and greatest in business services trends on Service Business Mastery on Apple Podcasts, Spotify, and our website.   Listening on a desktop & can't see the links? Just search for Service Business Mastery in your favorite podcast player.

#206 - Your Questions About Ghost Kitchens, Costing, and More! ***** Have you gotten your Employee Retention Tax Credit yet? This is a government program that was launched in the wake of the pandemic. On Episode 168 I had Catherine Tindall on the show to talk all about it. She is a CPA who has been helping hundreds of restaurants across the country recover hundreds of thousands of dollars. Set up a FREE assessment by scheduling some time on her calendar: LEARN MORE: https://calendly.com/ctindall/erc_klose?month=2023-01 ***** This week's episode is brought to you by: DAVO Don’t let sales tax spoil your business. Stay on top of sales tax with automation from DAVO by Avalara so you can spend less time in the back office, and more time in the front of house. Click the link below to learn more and try DAVO free for the first month: VISIT: https://www.DAVOsalestax.com/restaurantstrategy ***** We had so much fun last week that I figured I'd do it again. This week we're covering questions about ghost kitchens, inventory, COGS management, staff development, and more. ***** Want to learn more about the Restaurant Accelerator Mastermind? Click the link to schedule a FREE 30-minute Strategy Session: https://www.restaurantstrategypodcast.com/schedule

If you're a healthcare professional and business owner, there is a special credit you can take advantage of. Changes in tax law can be difficult and frustrating so we want to make sure you have all the information needed. Our guest Catherine Tindall, CPA, Entrepreneur, Partner at Dominion Enterprise Services and specializes in advanced tax reduction, proactively work with clients to reduce what they pay in tax while supporting their greater wealth-building and life goals. In this episode, Catherine & Dave talk about… Ways that people who work in hospitals can reduce their taxes? What is a Tax credit? Tips for business owners and solopreneurs that can help them with their taxes. Employee retention credit What you can and cannot do when you hire your kids on the business? Resources Mentioned in this Podcast: Contact Dave for a free 30mins strategy session: ‪(612) 284-24 Ebook to Road to Retire ebook Contact: 833-343-2986 Connect w/ Catherine Tindall LinkedIn: https://www.linkedin.com/in/ctindallcpa/ Website: https://radioentrepreneurs.com Dominion Enterprise Services For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com ----more---- ----more---- ----more---- Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration. The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm's views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss. Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

Catherine Tindall is a CPA specializing in advanced tax reduction who proactively works with clients to reduce what they pay in tax while supporting their greater wealth-building and life goals. Her goal for every client is to provide a return on investment, in the first year, usually $15,000-100k+ in tax savings. With a focus on automation, Catherine and her team set themselves apart by utilizing technology whenever possible to streamline their advisory services and to offer those services to anyone no matter where they are located. She is especially passionate about providing tools to support entrepreneurs and small business owners in navigating the changing tax landscape, as well as helping them reduce their overall tax burden through proactive strategies and advisory.   During the show we discuss: The benefits of taxes to our economy How to ensure that you are in the right path with your taxes The benefits of tax planning How to set your tax goals Tax planning strategies How business owners can save in tax Why it is a good idea to work proactively with their tax professional Other benefits you can get in working with taxes professional and taxes itself How to maximize your tax benefits How to know if you are eligible for the different tax benefits What tax credits are and how to use it How to utilize COVID pandemic tax credits How to receive charitable tax deductions Ways to reduce your tax payments How to reduce your tax payments How to avoid taxes (if possible)   Show resources: https://dominiones.com/

In this episode of the HVAC Uncensored Podcast Gil talks with Catherine Tindall partner at Dominion Finacial. Catherine works with all kinds of different businesses making sure they are tax compliant and getting what they deserve. In this show, she talks about the Employee Retention Program. Most of us don't know about this because it was overshadowed by the PPP Loan. She explains how the process works roughly the cost involved and why all of you should at least take the time to see if you are eligible because ALOT of money could be out there waiting for you. Did I say up to 26K per employee!! Hope this show helps one of you out there get what is yours. Catherine will even tell you how to find a good tax professional if you don't already have one. Also if you would like to work with Catherine and her team I will leave a link to her website and tell HVAC Uncensored sent it to you. Get it touch with Catherine @ www.dominiones.com

Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a business valuation expert focused on strategic planning and exit planning in St. Louis, Missouri. Today we are talking ERC. Tax credit information for advisors and business owners with Catherine Tindall. She's a CPA in California specializing in tax credits and is also a partner with Dominion Enterprise Services. She's combined proprietary technology with professional expertise with her CPA team, and is able to offer a fast turnaround time on credit claims while maintaining a high degree of precision. It's our mission to help business owners in key industries affected by covid shutdowns such as restaurants, construction, and hospitality, to take advantage of the employee retention credit before it begins to expire in the spring of 2024. 1. What is the Employee Retention Credit or ERC Tax Credit?2. What types of companies are eligible for Employee Retention Tax Credit?3. What are the 3 signs of eligibility?4. How Catherine Tindall, CPA, became an expert on the ERC Tax Credit5. What are the pitfalls of calculating the ERC tax credit?6. Do you think the IRS will audit companies who take the ERC credit?7. In the future do you see Employee Retention Credit fraud increasing?8. What are the benefits of working with ERC specialists?9. How does your proprietary process protect the business owner from a future audit of the Employee Retention Credit?Melissa Gragg  CVA, MAFF, CDFA  Expert testimony for financial and valuation issues  Bridge Valuation Partners, LLC  melissa@bridgevaluation.com  http://www.BridgeValuation.com  http://www.ValuationPodcast.com  http://www.MediatorPodcast.com  https://www.valuationmediation.com  Cell: (314) 541-8163  Catherine Tindall, CPADominion Enterprises www.dominiones.comCTindall@dominiones.com603-693-7901Support the show

Running a construction business is hard enough on its own. So many moving parts and details to look at. Then, you add accounting to the mix of complications.  This leads to long nights during tax season, confusion and overwhelm.   Why? The tax rules change every year, making it impossible to keep up.  Imagine doing this all by yourself?  Focusing on these small details will keep you away from your core business activities and if done incorrectly, it might even trip an IRS notice.   That's the bad news.   The good news is that you can hire a competent CPA to take care of all of this for you. They can potentially keep you out of jail.     In this episode, Catherine Tindall of Dominion Enterprise Services, joins us to reveal how to choose the best CPA for your construction business.  You'll also discover how to potentially get back a six-figure tax credit that very few know about, before it expires.     Listen now. Show highlights include: The “Employee retention credit” trick that gives you a potential 6 figure pay day (3:00) How to choose a competent CPA to avoid being audited by the IRS (14:25) Two specific questions to ask your CPA for maximum tax credits and more money in your pockets (15:45)  The little-known secrets to qualify for “special tax” statuses to maximize returns (17:25) How to spot “Tax waste” in your construction business before filing your taxes (17:35) The “Strategic tax planning” technique that accelerates personal wealth building (18:50) 3 Biggest mistakes CPAs make when handling your tax returns (and how to spot them) (20:35) How to avoid kicking off “IRS notices” in your construction business that leads to a tax bill (21:15) Interested in Executive Coaching? Contact Eric: www.constructiongenius.com/contact  Please visit Catherine Tindall at https://dominiones.com

In this episode Dentists, Puns, & Money, we talk with Catherine Tindall. Catherine a CPA specializing in tax credits. After getting her start in advanced tax planning andcompliance, Catherine saw a real need to better serve the tax credit niche, especially related to the Employee Retention Credit (ERC).With millions of dollars at stake, many businesses weren't receiving what they were entitled to because of inaction from their tax professionals and insufficient awareness about credits. And to make things worse, Catherine noticed that many of the specialty firms in the space were run by non-experts who were unethically overclaiming credits, overcharging clients, and generally doing poor work. Dominion Enterprise Services grew out of these problems in the marketplace. By combining proprietary technological applications with the professional expertise of licensed CPAs, Catherine and her team areable to offer a fast turnaround time on credit claims while maintaining a high degree of precision. It is her mission to help business owners in key industries affected by COVID shutdowns (e.g., restaurants, construction, hospitality) totake advantage of the Employee Retention Credit before it begins to expire in the spring of 2023.As a reminder, you can get all the information discussed in today's conversation by visiting our website dentistexit.com and clicking on the Podcast tab.  More information about Catherine Tindall and Dominion Enterprise Services: Website: dominiones.com Instagram: @ctindall.cpa Linkedin: linkedin.com/in/ctindallcpa Dentist Exit Planning Resources:About Shawn TerrellSchedule a Discovery Meeting with ShawnPlease rate and subscribe to Dentists, Puns and Money on these platforms:Subscribe on Apple PodcastsSubscribe on SpotifySubscribe on Google PodcastsSubscribe on StitcherSubscribe on Pocket CastsFollow us on Instagram

Jaime Oikle of RunningRestaurants.com gets with Catherine Tindall of Dominion Enterprise Services in this episode of the podcast to talk all about the Employee Retention Credit (ERC.) Important Tax & Finance topic for restaurants as they cover what the ERC is and how is it calculated as well as who's eligible for it and how to file for the credit. They also hit on some key overall tax planning tips that restaurants should be aware of. Don't miss it! Find out more at https://dominiones.com & https://www.runningrestaurants.com.

Catherine Tindall and her company Dominion Enterprise Solutions specialize in helping restaurant get the most money from the Employee Retention Credit with the least amount of effort. To find out how much you stand to earn from the tax credit, visit https://dominiones.com ____________________________________________________________ Full Comp brought to you by Yelp for Restaurants: In July 2020, a few hundred employees formed Yelp for Restaurants. Our goal is to build tools that help restaurateurs do more with limited time. We have a lot more content coming your way! Be sure to check out our other shows: Restaurant Marketing School Industry Town Halls

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/   Bio Catherine Tindall is a CPA specializing in advanced tax  reduction who proactively works with clients to reduce what  they pay in tax while supporting their greater wealth building  and life goals. Her goal for every client is to provide a return  on investment, in the first year, usually $15,000–100k+ in  tax savings.   Web:            https://www.dominiones.com/about Linkedin:      https://www.linkedin.com/in/ctindallcpa/ Facebook:    https://www.facebook.com/catherine.tindall.121 Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

#253: How to Get a Check from the IRS for Your Employee Retention Credit with Catherine Tindall Catherine Tindall is an entrepreneur, CPA and partner with Dominion Enterprises. She specializes in advanced tax reduction and is an expert on the employee retention credit, which is what this episode is all about.   What's in it for you?  If you own a business, work for a business, or know someone who owns a business, this episode could be worth a lot of money.     What is the Employee Retention Credit, and why does it exist?   How the Employee Retention Credit is different from PPP or EIDL. How to determine if you might qualify. Some common misconceptions about ERC. A few case studies of businesses that received substantial checks for the ERC.   The deadline when the Employee Retention Credit will go away. Resources mentioned in this construction podcast episode: See if you qualify for the Employee Retention Credit - https://dominiones.com/ Get Out of Your Business: Make it Run Without You This Year - www.constructionleadingedge.com/getout Apply to Work with Our Team to Systematize Your Construction Business: www.constructionleadingedge.com/apply Raken - Get the data you need to build better projects with an app your field crews will actually  use - https://www.rakenapp.com

Our guest today is renowned CPA Catherine Tindall of Dominion Enterprise Services. While she is skilled in numerous areas of tax planning, her firm has specialized in assisting business owners with the filing and determining the eligibility for the Employee Retention Credit. Eligible businesses can be rewarded with up to $26,000 in potential tax credit per employee retained during the pandemic and this payroll tax credit can create a massive one-time injection of cash for any business owner. Even if you believe you're not eligible because of what your current tax advisor told you, or if you already received PPP money, you could still be able to receive your credit. Catherine tells us how the process works, how beneficial this is for business owners, and why, as a planning firm, their sole focus is on helping business owners receive their credit, as it's their right if they were impacted by the pandemic negatively. Huskey Financial partners with leaders like Dominion, and we hope that you'll reach out after hearing how your business could be impacted! Dominion's Website: https://dominiones.com/ Eligibility Tool: https://ctindall884762.typeform.com/to/nl6hAWN2?typeform-source=dominiones.com --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

#168 - Talking FREE MONEY with CPA, Catherine Tindall ***** This week's episode is brought to you by: POPMENU If you’re a restaurant owner you need a great website that not only looks beautiful, but helps drive more traffic and sales. Use POPMENU to take your business to the next level. Best of all, listeners of this show can lock in one, set monthly rate… and get $100 off their first month. VISIT: https://popmenu.com/restaurantstrategy ***** Catherine Tindall is here to talk about tax planning, accounting best practices, and how the Employee Retention Credit is basically FREE MONEY for restaurants. Tune in to learn more! IMPORTANT LINKS Dominion Enterprise Services: https://dominiones.com Catherine Tindall on LinkedIn: https://www.linkedin.com/in/ctindallcpa/ Employee Retention Credit: https://www.irs.gov/coronavirus/employee-retention-credit Ready to join our 3-Day Marketing Challenge? It's totally free and you can sign up here: https://www.restaurantstrategypodcast.com/challenge

#168 - Talking FREE MONEY with CPA, Catherine Tindall ***** This week's episode is brought to you by: POPMENU If you’re a restaurant owner you need a great website that not only looks beautiful, but helps drive more traffic and sales. Use POPMENU to take your business to the next level. Best of all, listeners of this show can lock in one, set monthly rate… and get $100 off their first month. VISIT: https://popmenu.com/restaurantstrategy ***** Catherine Tindall is here to talk about tax planning, accounting best practices, and how the Employee Retention Credit is basically FREE MONEY for restaurants. Tune in to learn more! IMPORTANT LINKS Dominion Enterprise Services: https://dominiones.com Catherine Tindall on LinkedIn: https://www.linkedin.com/in/ctindallcpa/ Employee Retention Credit: https://www.irs.gov/coronavirus/employee-retention-credit Ready to join our 3-Day Marketing Challenge? It's totally free and you can sign up here: https://www.restaurantstrategypodcast.com/challenge

Today's episode covers something that will affect all businesses in the U.S. and should at least be looked into. We are talking about the Employee Retention Credit for hospitality businesses with Catherine Tindall CPA, a partner at Dominion Enterprise Services. Catherine is an Employee Retention Credit Expert and talks through how the situation has changed with the ERC and why you should now revisit it if you previously thought you were ineligible. We cover; What the ERC is and what it may be worth to you; The complexities and implications of businesses who have accessed other funds, and; What goes into claiming the ERC. And so much more. Leadership Survey I am developing a comprehensive leadership course to help you attract and retain more high-quality candidates and get the maximum out of your teams. I would like your help with making sure I cover every angle. I would appreciate your help in completing this two-minute survey. Thank you very much. Newsletter Become part of The Cafe Hustle Community and head over to our website to get up on all our fantastic news coming over the next few months. Sponsor Trainual  Trainual is your one-stop-shop for centralising all your business processes, checklists, policies and company information, saving you money on onboarding, training and scaling your business. Visit Trainual and use promo code CAFEHUSTLE for a free trial and 10% off your first 12 months. Learn more about your ad choices. Visit megaphone.fm/adchoices

Guests: Catherine Tindall & Skyler Kressin - Dominion Enterprise Services Interviewers: Jeffrey Davis - MAGE LLC & Evan Macedo - Sapers & Wallack The post “Tax Credits Available For Business Owners” with Catherine Tindall & Skyler Kressin of Dominion appeared first on Radio Entrepreneurs.

Catherine Tindall is a CPA specializing in advanced tax reduction who proactively works with clients to reduce what they pay in tax while supporting their greater wealth building and life goals. Her goal for every client is to provide a return on investment, in the first year, usually $15,000-100k+ in tax savings.With a focus on automation, Catherine and her team set themselves apart by utilizing technology whenever possible to streamline their advisory services and to offer those services to anyone no matter where they are located. She is especially passionate about providing tools to support entrepreneurs and small business owners in navigating the changing tax landscape, as well as helping them reduce their overall tax burden through proactive strategies and advisory.Most recently, Catherine appeared on Radio Entrepreneurs to share some insight on the COVID tax credits enabling listeners to take advantage of some of those credits that are still available.In this episode, Catherine will explain about the importance of seeking a tax professional to assist with tax planning and compliance. She has helped many clients saved 5 or 6 figures for qualifying for a special status in the tax code for real estate. She also has helped many clients with structuring the right legal entities for minimizing taxes.   CONNECT WITH CATHERINE TINDALL Email: CTindall@Dominiones.comWebsite: https://www.dominiones.com/ CONNECT WITH JONATHANTo connect with Jonathan, you can send email at info@greystonecapgroup.com or schedule a time to chat.To learn more about real estate investment opportunities, join the Greystone Capital Investor Network.Thanks for listening and until next time, keep building wealth in Commercial Real Estate!          

I discovered today's guest through the high praise of a previous episode's guest, Mark Magnacca. In that episode, Mark gave examples of Catherine Tindall's exceptional relationship building skills and how his experience as a client of her CPA services has far exceeded his expectations. I knew immediately I needed her on as a guest to share how she stands out and to share her magic with the She Sells Community. Catherine is a CPA specializing in advanced tax reduction who proactively works with clients to reduce what they pay in tac while supporting their greater wealth building and life goals. She aids successful entrepreneurs and business owners through this process through tried-and-true systems and automation that have changed the way she does business and has improvedthe lives of her clients. In today's episode, Catherine shares with us how making small adjustments in your business process can allow you to make stronger connections with clients and potential clients while making things easier and smoother for you as an entrepreneur.   Show Notes: [2:36] - Catherine realized when she had her daughter that she had to treat her day to day life like a system. [4:31] - Catherine shares her background as a CPA and why she was drawn to having her own practice. [5:39] - She noticed the hiccups and client relationships in other firms not flourishing. She wanted to streamline things through systems. [7:43] - When beginning, Catherine had not ever been trained in sales. [8:47] - In her role as a CPA, trust is a crucial element for clients. [10:18] - When interacting with others, she assumes it will be a lifelong relationship. [11:44] - Catherine describes her initial system for beginning work with a new client. [13:23] - Systems should be developed to make things move smoothly and it can feel very empowering. [14:40] - Map out the details for a perfect client experience. [16:15] - One of the little things you can do is make people feel seen. [17:53] - Catherine describes some of the work she does for clients in her practice. [20:01] - The goal is to find the right professional for someone and sometimes that isn't Catherine. [22:28] - Put the very next step on the calendar, even if it seems like a simple step. [23:52] - What does onboarding look like for Catherine's firm? [25:30] - Catherine has a system set up on her calendar that automatically populates when onboarding new clients. [27:42] - Do the things you are really good at and sub out everything else.   Connect with Catherine: LinkedIn Dominion Enterprise Services   Links and Resources: Instagram  |  LinkedIn  |  YouTube She Sells with Elyse Archer Home Page    

Catherine Tindall is a CPA, a Strategic Tax Planner, and Partner with Dominion Enterprise Services, a concierge tax advisory practice located in New Hampshire. They specialize in advanced tax reduction who proactively work with clients to reduce what they pay in tax while supporting their greater wealth building and life goals.  Her goal for every client is to provide a return on investment, in the first year, usually $15,000 even up to 100k+ in tax savings depending on your situation.She is especially passionate about providing tools to support entrepreneurs and small business owners in navigating the changing tax landscape, as well as helping them reduce their overall tax burden through proactive strategies and advisory.She can be contacted at www.dominiones.comThe Business of Business, topics are divided into 4 Categories: Management, Operations, Sales, and Financial. Target Audience is Business Owners, C-Level Executives, Management, and anyone considering starting a business. Helping you run a successful profitable business.

Catherine Tindall is the founder of Dominion Enterprise Services. She is a CPA specializing in advanced tax reduction and works with customers to help them save money on taxes while advancing their wealth-building and life goals. She is particularly enthusiastic about developing tools to assist entrepreneurs and small business owners in navigating the shifting tax landscape and helping them reduce their overall tax burden through proactive strategies and advising. Dominion Enterprises is more than just a platform for buyers and sellers to interact. Their cutting-edge technology shows their dedication to innovation and service, ranging from website design to Internet and email marketing to data management and delivery. These vital business services are supplied to over 650,000 clients and aim to assist businesses in reaching out to customers in new and more effective ways. --- Send in a voice message: https://anchor.fm/rush-tech-support/message

Welcome to the Business with Beers  Happy Hour!It's a short, solo episode in which IHighlight some gold nuggets from a recent guest,Talk about how I am going to apply that advice in my life, and Provide some updates on my personal business & investing journeyThis past week I had Catherine Tindall on the show to talk about advanced tax strategies for business owners. Today I'd like to go over 3 of my personal favorite tax reduction strategies. Be prepared for some actionable advice. I deep dive into:Tax CodeIncome BucketsReal Estate Depreciationand more!To learn more about the concepts discussed podcast go to https://www.brianbeers.com and sign up for Brian's free weekly newsletter delivering content directly to your inbox.Connect with Brian you can follow him on Instagram and facebook, connect on LinkedIn or email brian@beerspodcast.comRemember to take the actions other won't to live the life others don't.

This week we've got an amazing show with Catherine Tindall, a CPA who specializes in advanced tax reduction strategies through government credits and proactive planning. While COVID is in our rear view mirror there is still an opportunity for business owners to claim the Employment Retention Tax Credit, or ERTC for short. This credit is for employers affected by shutdowns in 2020 & 2021 who retained their employees. These credits can be significant. In this episode Catherine gets into the qualifications and potential credit amounts. Towards the end we also get into some strategies on reducing your taxable income by converting active business activities into passive activities and then using passive losses to offset that income.  If you enjoyed this episode, I would really appreciate it if you could take 2 seconds to tap the 5-star review button on Apple podcasts and even better to leave me a quick review. To learn more about the concepts discussed podcast go to https://www.brianbeers.com and sign up for Brian's free weekly newsletter delivering content directly to your inbox.Connect with Brian you can follow him on Instagram and Facebook, connect on LinkedIn or email brian@beerspodcast.comLinks:www.dominiones.comBook Links:The Slight Edge: Turning Simple Disciplines into Massive Success and Happiness Hardcover - Jeff Olson 

Catherine Tindall is a CPA specializing in advanced tax reduction who proactively works with clients to reduce what they pay in tax while supporting their greater wealth building and life goals. Her goal for every client is to provide a return on investment, in the first year, usually $15,000-100k+ in tax savings. With a focus on automation, Catherine and her team set themselves apart by utilizing technology whenever possible to streamline their advisory services and to offer those services to anyone no matter where they are located. She is especially passionate about providing tools to support entrepreneurs and small business owners in navigating the changing tax landscape, as well as helping them reduce their overall tax burden through proactive strategies and advisory. Most recently, Catherine appeared on Radio Entrepreneurs to share some insight on the COVID tax credits enabling listeners to take advantage of some of those credits that are still available.   To contact Catherine... dominiones.com email: ctindall@dominiones.com   To contact Joe... Subscribe To My YouTube! https://joeevangelisti.com/youtube   Free Coaching Discovery Call https://legacybuilder.coach   Facebook Pages https://www.facebook.com/jevangelisti https://www.facebook.com/joeevangelistidotcom   Instagram https://instagram.com/joeevangelistidotcom   LinkedIn https://www.linkedin.com/in/jevangelisti   The Legacy Blueprint Podcast https://podcasts.apple.com/us/podcast/the-legacy-blueprint/id959740605   Interested in any of my Real Estate Products? Make sure to head here: https://joeevangelisti.com/shop/

Today the Biz Bros chat with Catherine about why a mission driven company serves not just the owners, but many! With us today is Catherine Tindall, CPA and partner at Dominion Enterprise Services, a concierge tax advisory practice. With all the recent and upcoming tax changes, she is excited to talk to an expert that can help us, not only stay informed, but also provide some insight into how we can reduce our overall tax burden! With a focus on automation, Catherine and her team set themselves apart by utilizing technology whenever possible to streamline their advisory services and to offer those services to anyone no matter where they are located. She is especially passionate about providing tools to support entrepreneurs and small business owners in navigating the changing tax landscape, as well as helping them reduce their overall tax burden through proactive strategies and advisory. This isn't an episode you want to miss! Stay tuned! You can also learn more about her and her company here: https://www.dominiones.com/

LifeBlood: We talked about tax planning versus tax preparation, the reasons people avoid proactive planning, the opportunities that are available to entrepreneurs, and the process for making it happen with Catherine Tindall, CPA, CTC and tax strategist with Dominion Enterprise Services.  Listen to learn how to talk with your tax professional to be more proactive with your planning! You can learn more about Catherine at DominionES.com and LinkedIn. Thanks, as always for listening!  If you got some value and enjoyed the show, please leave us a review wherever you listen and subscribe as well.  You can learn more about us at LifeBlood.Live, Twitter, LinkedIn, Instagram, YouTube and Facebook or you'd like to be a guest on the show, contact us at contact@LifeBlood.Live.

Not everyone enjoys talking about taxes, but with the current state of the economy, you need to locate the best accountant to meet your demands. In today's episode, Catherine Tindall discusses the tax planning and techniques you'll need to help you upgrade your portfolio. Key Takeaways To Listen ForHow tax depreciation impacts investorsDifferences between active and passive investment tax benefitsHow to choose and evaluate the right accountant for your investmentsWhat to keep an eye out for changing tax landscapeWays to utilize 1031 exchangeTips to efficiently work with your accountantAbout Catherine TindallCatherine Tindall is a CPA, and partner at Dominion Enterprise Services, a concierge tax advisory practice. With all the recent and upcoming tax changes, I am excited to talk to an expert that can help us, not only stay informed but also provide some insight into how we can reduce our overall tax burden. Connect with CatherineWebsite: Dominion Enterprise ServicesLinkedIn: Catherine Tindall, CPATo Connect With UsPlease visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!SponsorThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GrowYourShow.com and Schedule a call with Adam A. Adams

Today, my guest is Catherine Tindall. She is a CPA and partner at Dominion Enterprise Services, a concierge tax advisory practice. And in just a minute, we're going to speak with Catherine, how to get the most out of your CPA relationship, and some general tax planning strategies for real estate investors.

J Darrin Gross I'd like to ask you, Catherine Tindall. What is the BIGGEST RISK?   Catherine Tindall   I say, you know, the BIGGEST RISK that I see, just from my professional perspective of the kind of cases that I diagnose and deal with on a day to day basis, the the main area of loss I see for people is that they, they do a set it and forget it strategy when it comes to dealing with their tax situation. And a lot of people because it's so technical, they don't have a way of assessing whether or not they're doing everything that they can unless they're going to take the time to learn how to do it themselves. And so I'd say for most people who get involved in real estate or who get, you know, start having a lot more going on economically, that it's, it's worth it to take the time to reassess your situation, get a second set of eyes, to make sure that you're not missing out on things because it can be 20 to 50% of your yearly effort. You're kind of working for the government, right if that's how you deal with, you know, paying your tax. And so to just not re examine that every once in a while, you can really be losing a lot of the effort that you're putting in just for, you know, things that are very easy to change, like just filing paperwork for splitting out entities or adding a kid to payroll or things like that. So that's what I see is the biggest risk. And a lot of the times once, once those things are set, and times gone by sometimes we can go backwards to save the tax. But more often we can't, it's once it's done, it's done. I had someone recently where they, they tried to execute a 1031 exchange on their own. And they didn't do it correctly. And they didn't, they didn't meet the timing requirements involved with it. And so they ended up with like over $200,000 in tax that could have been very easily deferred. You know, they were aware of the strategy, they had an intermediary involved, but they just didn't execute correctly. And so I think that's the biggest risk I see for people is, you know, to try to DIY too long, or to just set it and forget it, and not realizing that this, it's another area of being able to really maximize your wealth is being more strategic with you know, that tax number.

We're a team of professionals with varied experience in the field who saw many of the same problems in small and large firms alike–excessive focus on compliance, underserved clients, technological illiteracy, and too little strategic thinking. We set about building a new kind of practice, one focused on client relationships, efficiency, and tangible results. Our team serves executives, business owners, real estate investors/professionals, and high net worth individuals across the United States. Get your free book: [www.audibletrial.com/dwellynn](http://www.audibletrial.com/dwellynn) Contact: Catherine Tindall https://www.linkedin.com/in/ctindallcpa/ Content Mentioned The ONE Thing: Gary Keller https://www.amazon.com/The-ONE-Thing-audiobook/dp/B00FPVS27W/ref=sr_1_1?crid=13Y2VBG4K1V3O&keywords=the+one+thing&qid=1639611080&s=books&sprefix=the+one+%2Caps%2C215&sr=1-1 @OlaDantis for all other social media Send me a DM when you follow so I can say hi! www.InvestWithOla.com

Legally reducing your tax liability is area key benefit to owning real estate, so grab your favorite bowl of ice cream and tune in as we hear from Catherine and Skyler on the best way to legally reduce your taxes by owning real estate Links: Icecreamwithinvestors.com Book Recommendations: Good to Great - Jim Collins Profit First - Mike Michalowicz The Last Safe Investment - Bryan Franklin, Michael Ellsberg Guest Biography Catherine Tindall and Skyler Kressin are partners at Dominion Enterprise Services. Dominion is a CPA firm that specializes in advanced tax reduction strategies and proactively works with clients to reduce what they pay in tax while supporting their greater wealth building and life goals. Guest Links: www.DominionES.com/contact Catherine's LinkedIn: https://www.linkedin.com/in/ctindallcpa/ Skyler's LinkedIn: https://www.linkedin.com/in/skyler-kressin-cpa-826a70a0/

Catherine Tindall is a CPA specializing in advanced tax reduction who proactively works with clients to reduce what they pay in tax while supporting their greater wealth building and life goals. Her goal for every client is to provide a return on investment, in the first year, usually $15,000-100k+ in tax savings. With a focus … Continued

With us today is Catherine Tindall, CPA and partner at Dominion Enterprise Services, a concierge tax advisory practice. With all the recent and upcoming tax changes, I am excited to talk to an expert that can help us, not only stay informed, but also provide some insight into how we can reduce our overall tax burden. Show notes at REIMastermind.net

With us today is Catherine Tindall, CPA and partner at Dominion Enterprise Services, a concierge tax advisory practice. With all the recent and upcoming tax changes, I am excited to talk to an expert that can help us, not only stay informed, but also provide some insight into how we can reduce our overall tax burden. Show notes at REIMastermind.net

"Utilizing COVID Pandemic Tax Credits" with Catherine Tindall of Dominion & Ed Burnham of Heartland The post “Utilizing COVID Pandemic Tax Credits” with Catherine Tindall of Dominion & Ed Burnham of Heartland appeared first on Radio Entrepreneurs.