Ep 92: 2025 Autumn Tax Planning for Advisors

👉 Autumn Tax Planning for Financial Advisors
This is my specialty, and in this session I walk you through the exact cadence, tools, and decision-making framework I use when planning for advisory firms.

Because let’s be honest:
Tax planning isn’t a profit center for most advisors… but it should be.

This episode will help you understand the right way to approach tax planning so you can:
✔️ Avoid costly surprises
✔️ Catch opportunities before they expire
✔️ Spot problems long before they blow up
✔️ Feel confident and informed in conversations with your tax professional

Download the complete slide deck referenced in this episode here:
👉 Click here

💬 Have Questions? DM Me on LinkedIn

I can’t give personal tax advice outside an engagement, but I’m always happy to point you in the right direction.
Connect with me here:
👉 https://www.linkedin.com/in/ctindallcpa/

Looking for a more holistic relationship with your taxes? Book 15 minutes to have a coffee chat with Catherine to see if you could be doing more: https://calendly.com/ctindall/podcast-getting-to-know-you

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

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Connect with Catherine on LinkedIn