Content Provider
Certifiedtaxcoachlogo
Middle solve sage
Handout Materials
Presentation Slides
Additional Materials
Webinar FAQs
Cpe webinars
DELIVERING HIGH NET WORTH RESULTS TO ATTRACT HIGH NET WORTH CLIENTS

DELIVERING HIGH NET WORTH RESULTS TO ATTRACT HIGH NET WORTH CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 29, 2014
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

We'll examine in detail a real life tax return and walk through the five essential steps to be able to identify and quantify missed tax savings opportunities. Together we'll examine: Use of entities to create tax savings, How medical strategies help turn expenses into cash, Using income shifting to play the tax bracket game and choose your own tax rate.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Not logged
Linkedin
Certifiedtaxcoachlogo

Dominique Molina is the co-founder and President of the American Institute of Certified Tax Coaches. As the driving force and visionary behind the San Diego-based company, Ms. Molina set out to change the way tax professionals approach tax planning. In 2009, Ms. Molina began to create an elite network of tax professionals including CPAs, EAs, attorneys and financial service providers who are trained to help their clients proactively plan and implement tax strategies that can rescue thousands of dollars in wasted tax. Ms. Molina has successfully licensed tax professionals as Certified Tax Coaches across the country, creating a national network of highly qualified professionals who provide proactive service for their clients. This premier group of professionals features less than 400 specialists in 48 states who have achieved this very specialized designation. Ms. Molina frequently appears as a tax expert and TV guest in regional television markets, including San Diego, Los Angeles, New Orleans, and Honolulu. Her excellent media credentials, professionalism, and outgoing personality allow her to provide expert advice on tax issues. Ms. Molina is also a published author of three best-selling books on taxation. Specialties: Tax planning, Education, Helping tax business owners get paid for their expertise, Tax business marketing, Helps tax business owners gain freedom by getting paid what they’re worth, systematizing their businesses and giving their teams an Extreme Staff Makeover

About Our Presenter

Certifiedtaxcoachlogo
The American Institute of Certified Tax Coaches is an independent not-for-profit corporation. AICTC is a collaborative network of elite professionals who are using tax planning as a way to establish profitable, consultative practices. The AICTC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of Continuing Profesional Education on the National Registry of CPE Sponsors. The AICTC is the only organization providing hands-on training, proven systems, tools, support, and the Certified Tax Coach (CTC) designation. When graduates achieve the CTC credential, the designation conveys their unique expertise in tax planning.