Episode #77
There's a Difference Between Tax Filing and Tax Planning with Catherine Tindall, CPA
12.13.2024
Catherine Tindall, CPA specializes in tax planning for Financial Advisors and joins Drew today to talk about how she is disrupting the CPA industry. Stick around till the end for a conversation about Drew and Catherine's experience as entrepreneurs and the insights they've learned along the way.
Securities offered through Raymond James Financial Services, INC., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, INC. Benson Wealth management is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James is not affiliated with and does not endorse the opinions of Catherine Tindall. Any opinions are those of the speakers and not necessarily those of Raymond James.
