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The American Institute of Certified Tax Coaches™, Inc.
A Certified Tax Coach™ is a tax professional who takes a very public step forward to do the best for clients, with:
- Training — an intensive 3-day Academy on high-impact tax planning strategies gives you the sharpest expertise;
- Certification — a licensed designation tells prospects immediately that you are the proactive advisor they need;
- Exposure — placement on a national listing site puts you in rare company in a high-traffic zone, and opens your door to leads from across the country.
Click here to find out more!
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The practice you want starts here! |
The American Institute of Certified Tax Coaches™ is the independent, not-for-profit corporation which administers the CTC™ designation. It has two primary purposes:
- To train and certify tax professionals in the philosophy of proactive tax planning, and
- To ensure the quality of the designation by upholding a strict code of conduct among its members.
Tax and financial professionals across the country are invited to complete our training course and become licensed to use the designation Certified Tax Coach™. You don't have to be a CPA — CTC™ members come from a variety of disciplines and backgrounds:
- CPAs;
- EAs;
- CFPs;
- other certifications in the tax and financial arenas, or . . .
- none at all!
The CTC™ program is its own certification. It has proprietary training, and its own continuing education. And the designation itself tells clients you know how to take the most proactive approach toward their tax picture.
Starting in 2010 the program will be licensed to provide CPE credits for other certifications, but those other backgrounds aren't specifically necessary to become a CTC™.
Click here to find out more!
What designees are saying about Certified Tax Coach™
"Dominique I really appreciate you taking the initiative to break new ground — you are leading the industry in a new direction. I wish you the best!"
Jorge Garcia, EA, CTC™
San Diego, CA
"Dominique, I have five tax planning engagements going on — various pricing, but all over $1,500 each. All because of you, so I personally want to thank you."
Chris Coggins, CTC™
Roseville, CA
"I just finished two weeks of year-end planning meetings. Last week I picked up 8 new clients, three of them $1-2MM AGI or more. Am I excited . . . ? Are you kidding, YES. (And it is a blast! A lot of work . . . but a blast!)"
Joseph Conrad, EA, CTC™
Renton, WA
"I just checked my Google Analytics, and traffic is being referred to me from the CTC™ website. Really enjoying CTC™, it is money well spent."
Scott Aber, CPA, CTC™
New City, NY
"I completed my short sales presentation to 30+ real estate agents today. I used the technique taught by Ed and Dominique. My assistant filled all my available appointments! Plus a couple asked to see if I could find space elsewhere. Thanks again for all your help and setting up such a good program as CTC™. "
Rick Lagomarsino, EA, CTC™
Rocklin, CA
"CTC™ gave me the confidence and the system that I was lacking before, and I was able to close 4 tax planning clients literally the day after I completed my training. I closed 2 additional tax planning clients later that same week.
"These prospects were all in my pipeline before I attended the training, but I was on their waiting list. Now they are on mine!
"I have also been able to charge them higher fees than I had previously quoted to them, and they have all accepted without a haggle.
"Thanks so much for all of your help, I really do appreciate it."
Robert Gambardella, CPA, CTC™
Shelton, CT
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The AICTC has conducted a number of introductory webinars to explain the CTC™ program, answer common questions, and talk about what it can do — and has already done — for designees' practices.
Listen for yourself! Join AICTC director Dominique Molina and co-founder Ed Lyon to listen in on the playback of a recent webinar.
Click here to listen to a recent CTC™ webinar!
What designees are saying about CTC™ training
"Very motivating presentation. Great information and best of all 'A Process of Delivery' The worst part about the weekend was it ended."
Chris Coggins, CTC™
Roseville, CA
"This 3 day seminar was arguably the best education and training event that I’ve attended in my more than 20 year career. The system is well thought out from sales to analysis to delivery to retention, and it delivered real value."
Scott Floersheim, CPA, CFP, CTC™
Albuquerque, NM
"I am watching the online training videos for the CTC™ and they are great! I am really looking forward to the next live event!"
Ralf Heyer, EA, CTC™
Miami, FL
"I am very happy with the selling and pricing techniques that I learned in the online CTC™ training, and can't wait to attend the live class. I liked the format of the online course, and especially like that it is available to go back and re-watch for future reference. "
Robert Gambardella, CPA, CTC™
Shelton, CT
"I just wanted to thank you for the course, I thought it was excellent. I also wanted to tell you that I really liked your ideas on running a tax practice. Not only did I learn a lot regarding tax planning, but I came away with some ideas that I'm going to implement to improve my operations, too."
Thomas W. Thompson, EA, MST, CTC™
Tucson, AZ
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Sign into the TaxCoach™ system to update the contact data, biosketch, or photo for your listing on the CTC™ search site. You can also access the CTC Toolbox, certification training, and message board for networking with other members.
Once in TaxCoach™, you'll land on the Home Page. Click on the Edit Planner Information button on the left (in the blue) to update your profile. Or, click on the Certified Tax Coach™ button below it to reach the CTC Toolbox.
Members, click here to sign in.
Student comments from the CTC™ Academy
"Excellent energy, energized students, challenged us to make changes."
"The most valuable part of the academy were the case studies: going over actual cases was very helpful."
"Dominique brought her real world of experiences which allowed me to learn from her trials and difficulties."
"I found the most valuable part of the weekend was (learning how to) charge clients what I’ve been giving away."
"As an entrepreneur and life time business manager and especially now as a tax and accounting professional, what Ed and Dominique have created with AICTC is the missing piece in providing real help for our clients. "
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To affirm tax planning as a central discipline in financial services.
- To create and support a network of professionals trained to help their clients achieve success and security by overcoming their biggest financial obstacle;
- To create consumer demand for tax planning services by emphasizing the value of those services;
- To provide professionals the tools they need to accomplish this mission;
- To connect taxpayers with this network of professionals.
- Integrity: Maintain the integrity of the designation by emphasizing the power of ProActive Tax Planning within the bounds of the law.
- Inspiration: Inspire our members to realize their dreams by building the practice they’ve always wanted.
- Accountability: Hold members accountable to themselves and their clients.
- Education: To educate our members and their clients.
When was the last time your tax professional came to you and said “Here’s an idea I think will save you money?”
Let a truly proactive professional help rescue the money you're wasting!
Click here to find a Certified Tax Coach™
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