Certified Tax Planning Academy

Learn the IRS-approved strategies that will transform your business.

Participate in hands-on training featuring real-life tax returns and plans, as well as the chance to personally network with a new elite group of peers! Academy students collaborate on real practice situations and are supported by the AICTP™ process. You’ll walk away with confidence, knowing that you have the expertise and skills to impress your clients and to start charging premium fees.

Day 1: Value Pricing and the Affluent Client –

Using Tax Planning to Get Paid for Your Expertise

Day 1 is focused on understanding the tax compliance rules, within a tax planning focus, to reduce your clients’ tax liability and prepare for future transactions. You will also learn the difference between a tax planning business model and traditional accounting services.

The AICTP™ code of ethics and standards for practice will also be explained.

Day 2: Advanced Tax Planning Strategies for Business Owners

Day 2 is focused on covering the most common tax planning strategies, combined with the AICTP™ patented process for analyzing prior year tax returns with specific emphasis on appraising inaccuracies to create proactive tax opportunities for clients.

An interactive case study will require students to identify tax planning strategies for real-world tax returns.

Day 3: Putting Everything into Practice

Day 3 is focused on techniques for supporting your clients by using the AICTP™ tax planning patented approach to implementing a combination of a tax plan and a tax maintenance program. You will also prepare for completing your own presentation Case Study to show your knowledge and satisfy the requirements for becoming a Certified Tax Coach.

Sales techniques for providing services and expertise to client will be covered as well.

An investment in your career with the highest ROI.

After attending the Academy, you’ll have all the tools and tips you need to start making a dramatic difference in your clients’ bottom line right away. Creating a case study among your peers will give you hands-on experience. You’ll leave the Academy feeling empowered, valued, respected, and confident that you have the tools you need to build the practice of your dreams.

Our Next Academy

The Tax Planning Academies are held several times a year in beautiful San Diego. Apply now to join our next academy in January 2022.

Ongoing Benefits

Membership includes monthly continuing education, tax planning resources, software, marketing, member support and much more.