Financial Advisors Want To Know Podcast
Welcome to the Financial Advisors Want to Know Podcast Hosted by Catherine Tindall, CPA.
Each short episode is a targeted topic for advisors looking to scale intelligently, save taxes, and build their practice to 7-8 figures the right way the first time. Join Catherine and the experts she brings on as you grow and scale your practice.
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Financial Advisors Want To Know Podcast
Ep 18: The Misconceptions About Adoption & Foster Care for Financial Advisors
Financial Advisors Want to Know: The Misconceptions About Adoption & Foster Care for Financial Advisors: Ep #18 Hannah Provost
Hello, everyone, and welcome to the Financial Advisors Want to Know podcast. My name is Catherine Tindall. I'm a CPA here at Dominion Enterprise Services. We are a specialty tax and accounting firm that just works for financial advisors. Today's episode, we have Hannah. She is a advisor that I got connected with after her episode on the Kitces podcast, and she's a financial advisor in Plattsburgh, New York, just outside of Adirondack Park.
She and her partner, Andy, have been running an ensemble practice for seven years and work with roughly 350 households. When we got connected after I listened to her episode, we had a conversation around adoption and foster care, and I was really interested in bringing her onto the show to talk about how advisors can negotiate specifically adoption and foster care questions that they might be getting from their clients, because it's an area that unless you've dove into it before, you might not realize that it's actually a lot easier and more beneficial than what clients might be realizing.
Connect with Hannah:
https://www.linkedin.com/in/hannahprovost/
Connect with Catherine:
https://www.linkedin.com/in/ctindallcpa/
Contact Catherine's Team:
admin@dominiones.com
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Sign-up for our newsletter for the only tax update you’ll need to read and future episodes here and how to get in touch with Catherine: https://dominion-enterprise-services.ck.page/9944b047d9
Visit us at DominionEs.com
Connect with Catherine on LinkedIn
