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.
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 - https://www.linkedin.com/in/ctindallcpa/
Connect with Catherine on Twitter - https://x.com/CTindallCPA
Financial Advisors Want To Know Podcast
Ep 45: Should You Add Tax Services to Your Practice?
Financial Advisors Want to Know: Should You Add Tax Services to Your Practice? Ep. 45 Chelsea Rustek
Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.
In this episode, we have Chelsea Rustek. Chelsea Rustek, EA specializes in individual and small business tax preparation. Her background also includes stock options compensation and IPOs helping clients mitigate tax risks and burdens.
Today's topics:
1. Being a tax professional with a foot in both compliance and financial advising.
2. How tax and financial advising is vastly improved when we incorporate both.
3. The impact of learning both financial advising and tax on the whole firm and client base.
Connect with Chelsea:
Website: https://kbfinancialadvisors.com/
LinkedIn: https://www.linkedin.com/company/kb-financial-advisors/?viewAsMember=true
LinkedIn: https://www.linkedin.com/in/chelsea-rustek-ea-137356b5/
Blog: https://kbfinancialadvisors.com/blog/
Connect with Catherine:
https://www.linkedin.com/in/ctindallcpa/
Contact Catherine's Team:
admin@dominiones.com
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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
Visit us at DominionEs.com
Connect with Catherine on LinkedIn
