In this fast-paced, practical session, CPA and tax strategist Catherine Tindall equips financial advisors with the tools to make smart, forward-looking tax decisions about their own firms. Advisors learn how to accurately forecast tax liabilities, align tax strategy with business growth goals, and implement “cashless” planning techniques that maximize value without draining liquidity. Catherine covers entity optimization, compensation design, fringe benefits, and overlooked deductions that can meaningfully impact take-home income. She also explores when and how to deploy strategic cash moves, like retirement plan contributions and growth oriented deductions, to manage taxes while fueling long-term firm expansion.
Attendees leave with a clear, actionable roadmap for turning taxes into a controllable lever for profitability, without the stress of last-minute scrambling.
Learning Objectives:
- Analyze the current year accounting system and tax forecasting function - cover common mistakes Catherine sees firm owners make in these functions
- Evaluate tax planning strategies in the context of an advisory firm’s business objectives, including growth, acquisitions, and succession planning
- Identify and explain cashless tax planning techniques and their impact on cash flow and enterprise value
- Apply strategic cash-based tax planning methods while recognizing common compliance risks and IRS scrutiny areas
- Summarize key tax law changes and assess their potential impact on advisory firms and their owners
