March 6, 2012, 2:00 – 3:30pm EDT
Using Tax Planning to Get Paid for Your Expertise
Most small business accountants find themselves on an endless hamster wheel of servicing many clients at low “industry rates” all in an effort to earn the kind of income that owning an accounting firm is supposed to bring. In this fast paced and entertaining seminar, you’ll learn how to price your services highlighting your expertise. You’ll learn how to use tax planning as a lead for attracting new clients paying premium fees, breathe new life into your existing book of business, and create client loyalty by reinforcing your value.
Learning Objectives
• How to increase your net worth with clients
• Spotlight your expertise with tax planning
• Learn the secret formula for selling planning engagements at premium fees
• Identify opportunities for tax planning and use this information to sell your engagement
• Learn how to value price your planning services
• Recognize pitfalls when converting hourly billing to value pricing
• Eliminate the primary cause for low profits and long hours
Get Paid What You’re Worth!
Earn from 1—2 hours of CPE Credit!
Program Level: Basic
Delivery Method: Group Internet Based, Group Live
No Prerequisites, No Advanced Preparation Needed!
The American Institute of Certified Tax Coaches is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE sponsors. Click for more details about Continuing Education Credits
Register
Date: Tuesday, May 8, 2012
Instructor: Dominique Molina, CPA CTC
| Begin Time: |
12:00 pm Pacific Time
1:00 pm Mountain Time
2:00 pm Central Time
3:00 pm Eastern Time |
| CPE Credit: |
2 hours for CPAs |
Did April 15th leave your clients owing the IRS Money? The IRS is not a pleasant creditor and most taxpayers tend to ignore their problems leaving them exposed to liens, levies, and seizures. Of course all of this means emergencies that you are left to fix, often at night and on weekends when you receive that call of panic!
During this fast paced and entertaining class, we’ll explore proactive ways
you can work with your clients to relieve their anxiety and provide clear
manageable options to alleviate their stress (and yours!).
Topics Covered
- The Collection Process
- The 3 dreaded letters from the IRS
- Phone Calls
- In-person visits from agents
- Liens, Levies and Seizures
- Early Options: Accepted forms of payment, Installment Agreements, and Case Assignments to Revenue Officers
- Appropriate Forms: 433-A and 433-B
- All about Installment Agreements
- What will be approved?
- Allowable expenditures
- Form 911
- Your rescue in cases of hardship
- Offers in Compromise
- Do’s and Don’ts
- Calculating Net Cash Flow
- Current Practices
- Circumstances where it will work to discharge IRS debts
Learning Objectives
- Identify ways to assist clients if they are unable to pay the IRS.
- Recognize the IRS practices and procedures in collecting your client’s debt.
Level
Intermediate
Format
Live webcast
Instructional Method
Group: Internet-based
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
A basic understanding of tax preparation.
Advance Preparation
None
The American Institute of Certified Tax Coaches is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE sponsors. Click for more details about Continuing Education Credits
Register
June 5, 2012 – 12:00-2:00pm PST
Using Routine Preventative Maintenance to Build Your Dream Tax Business
Is your tax business performing at its peak potential? Are you 100% completely satisfied with the way your tax business is going? Do you know the value of a client? In this 2 hour webinar, we’ll take a look at the 10 key factors to consider when evaluating the health of your tax business, from revenues and profits, to your own satisfaction level. They say, “an apple a day keeps the doctor away.” this class is the apple you need for your tax business!
- Learn how to perform a health checkup on your own tax business.
- Give your 10 key performance indicators a tune-up for optimal success!
- Creating your own dashboard to stay in touch with your business from anywhere
- How to rely on key staff to help improve your operations
- How to stop copying everyone else’s business model and create your own!
- Learn valuable concepts you can use to help your business clients!
- Using systems to put your tax business on auto-pilot!
Earn 2 hours of CPE Credit!
Program Level: Basic
Delivery Method: Group Internet Based, Group Live
No Prerequisites, No Advanced Preparation Needed!
The American Institute of Certified Tax Coaches is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE sponsors. Click for more details about Continuing Education Credits
Register
With historic tax law changes already enacted, there are a TON of new strategies to discuss with your clients. THIS is the time of year to use the leverage of the New Year’s deadline to work RIGHT NOW on creating a tax plan to take advantage of the breaks. 
In this fast, paced and entertaining webinar, tax experts Dominique Molina, CPA CTC and Edward Lyon, JD CTC will highlight the issues that must be resolved before the end of the year to lock in the most tax advantages.
Learning Objectives:
- Discuss how the reduced capital gains and income tax rates create tax planning opportunities
- Explain the differences between Section 179 and bonus depreciation
- Distinguish between the “Payroll Tax Holiday” tax breaks and the HIRE Act incentives
- Explain why 2011 is still the “Year of the ROTH”
- Identify opportunities to beat the impending Medicare “surcharge” for high income earners
- Discuss how to take advantage of “phased out” limitations on itemized deductions
- Determine what to do RIGHT NOW to create powerful tax savings strategies with your clients before year-end
Date: Tuesday, November 15, 2011, at 3:30pm EST
Location:
From the comfort of your own computer. You can attend this Group Internet Based class from anywhere you have an internet connection.
Register
CONTINUING EDUCATION CREDITS – The American Institute of Certified Tax Coaches is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE sponsors.
State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be addressed to the National Registry of CPE sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org. Instructional methods used: Group-Live and Online. Unless otherwise stated, there are no other prerequisites or advanced preparation required to take courses.
Please note: CPE credit amounts are based on a 50-minute hour.
Continuing Education that adds to your bottom line. . . .
Here’s your chance to join us for our Tax Coach Fall Classic and Annual CTC Reunion in Las Vegas September 21-23, 2011. Certified Tax Coach is more than “just” a tax planning designation. It’s a complete system for selling and fulfilling lucrative tax planning engagements.
Never been to a Tax Coach event before? We’ve got an intensive one-day “boot camp,” dedicated to marketing and fulfilling lucrative tax-planning engagements. You’ll learn:
- Seven secrets to charging premium fees – and making them stick
- How to sell tax-planning services
- How to deliver tax-planning services
- How to build the business you’ve always wanted
The fun continues into Thursday and Friday as we discuss pricing, making yourself a celebrity and using the news to grow your business.
When you cash in your chips at the end of the event, you’ll leave with a wallet full of practice-building ideas to put to work as soon as you get home.
You’ll enjoy a full agenda including fine dining, social events, and networking, and go home with a plan you can put into action right away to help your firm grow and meet the challenges of the future.
**Sign up before September 22, 2011 to get our special discounted room rate with included buffet!
Registration for TaxCoach Fall Classic is just $397. If you’re a member of our Press Club program, it’s free. If you’re an All-Star, it’s half price. And if you’re a Certified Tax Coach, the AICTC is “comping” your registration! We’ve also arranged a special room rate of $109/night at Planet Hollywood Resort and Casino that includes a breakfast buffet. We’re confident that the low registration, along with the special room rate at Planet Hollywood, will make attending Fall Classic a true “no-brainer.” Don’t miss out!
Will Help You Build Your Dream Tax Planning Business!
All the details are set, the chips are in, and the tables reserved for our first annual CTC Reunion. We’ve combined it with the Tax Coach Fall Classic so you can stay for more networking and fun! Join us September 21-23 in Las Vegas at Planet Hollywood Hotel and Casino. Wednesday will be an exclusive CTC reunion where we’ll be hosting 3 workshops designed to take your business to the next level.
Beat the House! – Using Tax Projection Software to Uncover Savings – in this live case study, we’ll use real world tax plans to demonstrate how tax projection software can help you calculate tax savings and manage trouble spots.
Let It Ride! Put Your Office on Auto-Pilot with Systems – Ever wondered what it takes to go on vacation during tax season? The key is having a business that works apart from you, not because of you. In this workshop, you’ll identify what you need to create systems in your practice that completely support your business, whether you’re there, or not.
Whatever Happens in Vegas Stays in Vegas! Role Playing Clinic to Help You Close More Sales – Who says there’s no such thing as a little friendly competition? In this hands-on workshop, you’ll “try on” different techniques to take charge of the client interview and “close the deal.” Once you get a chance to try your hand at these foolproof methods to help you overcome any objection, you’ll compete against your peers to win cool prizes!
The best part about the CTC Reunion and Tax Coach Fall Classic? It’s comped**! Your CTC dues include your participation in this annual event, so don’t wait – sign up today!
**for CTC members only
Register
August 11, 1pm-3pm EST
When Did You Last Grow Profits by More Than 100%?
Learn the 5 simple steps you can take in your practice to double your bottom line by the end of the year! In this free online course, you’ll learn an easy to apply formula you can start using today to raise your net profits, afford better help, and enjoy more time off!
Earn from 1-2 hours of CPE Credit
Program Level: Basic
Register
July 28, 2011, 4:00 – 6:00pm EST
Using Tax Planning to Get Paid for Your Expertise
Most small business accountants find themselves on an endless hamster wheel of servicing many clients at low “industry rates” all in an effort to earn the kind of income that owning an accounting firm is supposed to bring. In this fast paced and entertaining seminar, you’ll learn how to price your services highlighting your expertise. You’ll learn how to use tax planning as a lead for attracting new clients paying premium fees, breathe new life into your existing book of business, and create client loyalty by reinforcing your value.
Learning Objectives
• How to increase your net worth with clients
• Spotlight your expertise with tax planning
• Learn the secret formula for selling planning engagements at premium fees
• Identify opportunities for tax planning and use this information to sell your engagement
• Learn how to value price your planning services
• Recognize pitfalls when converting hourly billing to value pricing
• Eliminate the primary cause for low profits and long hours
Get Paid What You’re Worth!
Earn from 1—2 hours of CPE Credit!
Program Level: Basic
Delivery Method: Group Internet Based, Group Live
No Prerequisites, No Advanced Preparation Needed!
The American Institute of Certified Tax Coaches is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE sponsors. Click for more details about Continuing Education Credits
Register
Sept 12, 2011 – 10:00-12:00pm PST
Using Routine Preventative Maintenance to Build Your Dream Tax Business
Is your tax business performing at its peak potential? Are you 100% completely satisfied with the way your tax business is going? Do you know the value of a client? In this 2 hour webinar, we’ll take a look at the 10 key factors to consider when evaluating the health of your tax business, from revenues and profits, to your own satisfaction level. They say, “an apple a day keeps the doctor away.” this class is the apple you need for your tax business!
- Learn how to perform a health checkup on your own tax business.
- Give your 10 key performance indicators a tune-up for optimal success!
- Creating your own dashboard to stay in touch with your business from anywhere
- How to rely on key staff to help improve your operations
- How to stop copying everyone else’s business model and create your own!
- Learn valuable concepts you can use to help your business clients!
- Using systems to put your tax business on auto-pilot!
Earn 2 hours of CPE Credit!
Program Level: Basic
Delivery Method: Group Internet Based, Group Live
No Prerequisites, No Advanced Preparation Needed!
The American Institute of Certified Tax Coaches is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE sponsors. Click for more details about Continuing Education Credits
Register
May 26, 2011 – 1:00pm PST
Certified Tax Coaches are a network of elite professionals who are using tax planning as a way to establish a profitable, relationship-based practice. We are the only organization that teaches you how to use tax planning as a way to charge premium fees and build year-round revenue.
Learn the 10 Keys to Tax Practice Freedom, by joining us for a free 1 hour webinar. We’ll share with you the top ten things you can do RIGHT NOW to experience the tax business of your dreams! You’ll also hear more about how Certified Tax Coach can give you a jump start on your own road to freedom.
Earn 1 hour of CPE Credit!
Program Level: Basic
Delivery Method: Group Internet Based, Group Live
No Prerequisites, No Advanced Preparation Needed!
The American Institute of Certified Tax Coaches is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE sponsors. Click for more details about Continuing Education Credits
Register
