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Ep 18: The Misconceptions About Foster Care & Adoption

Ep 18: The Misconceptions About Foster Care & Adoption

Welcome to Financial Advisors Want to Know! I’m Catherine Tindall, CPA, partner at Dominion Enterprise Services, a firm specializing in tax advisory and accounting for financial advisors.Today’s guest is Hannah Provost, a financial advisor in Plattsburgh, NY, co-running an ensemble practice with 350+ client households. After hearing her speak on the Kitces Podcast, we connected over an important but often misunderstood topic: adoption and foster care.

Catherine Tindall, CPA

October 10, 2024

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Episode 18: The Misconceptions About Foster Care & Adoption

Guest: Hannah Provost, Financial Advisor | Ep. 18

Welcome to Financial Advisors Want to Know! I’m Catherine Tindall, CPA, partner at Dominion Enterprise Services, a firm specializing in tax advisory and accounting for financial advisors.

Today’s guest is Hannah Provost, a financial advisor in Plattsburgh, NY, co-running an ensemble practice with 350+ client households. After hearing her speak on the Kitces Podcast, we connected over an important but often misunderstood topic: adoption and foster care.

Key Takeaways:

Adoption & Foster Care Misconceptions – What clients often get wrong about the process.
Financial Incentives & Benefits – Tax credits, grants, and employer assistance programs.
How Advisors Can Help – The key financial planning considerations for adoption and foster care.
Real-Life Planning Examples – Insights from Hannah’s personal and professional experience.

💡 Many families assume adoption is too expensive or complicated—understanding the financial side can change lives.

🔗 Connect with Hannah Provost:

📩 Stay updated on tax & financial insights for advisors: Subscribe Here
Book a coffee chat with Catherine: Schedule Here
🌐 Learn more: www.DominionEs.com

Ready for a no-pressure conversation with an experienced CPA who specializes in Advisors?