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How to Successfully Transition from IBD to RIA
In this episode, host Catherine Tindall, CPA (Dominion), is joined by Steven Taylor, CFP® and Attorney, to demystify the transition process for financial advisors moving from the Independent Broker-Dealer (IBD) model to a Registered Investment Advisor (RIA) structure.
Catherine Tindall is a Certified Public Accountant and Partner at Dominion Enterprise Services. She focuses on helping business owners optimize their tax strategies to maximize profitability and reduce liabilities. Catherine’s expertise spans across industries, with a keen focus on leveraging the latest tax regulations to benefit her clients.
Relevant Links
Dominion Enterprise Services Website
[IRS Guide on Employee Retention Credit](https://www.irs.gov/coronavirus/employee-retention-credit#:~:text=Check your eligibility for the credit,-ERC Eligibility Checklist&text=The credit is available to,when the business impacts occurred.)
Merited Wealth Website
Guest and Host Information
Guest: Steve Taylor – LinkedIn
Guest Host: Catherine Tindall, CPA – LinkedIn, Firm Profile
Leave a review to share how this episode helped your practice.
Follow us on LinkedIn for updates and resources.
Have a topic suggestion? Email us with ideas for future episodes.
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By Do it for YourselfIn this episode, host Catherine Tindall, CPA (Dominion), is joined by Steven Taylor, CFP® and Attorney, to demystify the transition process for financial advisors moving from the Independent Broker-Dealer (IBD) model to a Registered Investment Advisor (RIA) structure.
Catherine Tindall is a Certified Public Accountant and Partner at Dominion Enterprise Services. She focuses on helping business owners optimize their tax strategies to maximize profitability and reduce liabilities. Catherine’s expertise spans across industries, with a keen focus on leveraging the latest tax regulations to benefit her clients.
Relevant Links
Dominion Enterprise Services Website
[IRS Guide on Employee Retention Credit](https://www.irs.gov/coronavirus/employee-retention-credit#:~:text=Check your eligibility for the credit,-ERC Eligibility Checklist&text=The credit is available to,when the business impacts occurred.)
Merited Wealth Website
Guest and Host Information
Guest: Steve Taylor – LinkedIn
Guest Host: Catherine Tindall, CPA – LinkedIn, Firm Profile
Leave a review to share how this episode helped your practice.
Follow us on LinkedIn for updates and resources.
Have a topic suggestion? Email us with ideas for future episodes.