Get Certified in Tax Planning!

Are you ready to offer your clients thousands of dollars in reduced taxes?
Are you ready to work less and get paid more?

Specializing in Proactive Tax Strategies gives you the extra value you need to
get paid what you’re worth, dramatically increasing your income and providing the
freedom that owning a business is supposed to bring you.

Becoming a Certified Tax Coach instantly conveys this expertise to the public. Expand your skills by learning what matters most to small business owners – helping them keep more of what they earn!

To get certified in tax planning, the certification process begins with our 3 Day Academy. We use modern styles of instruction that allow you to instantly understand, retain and put to use all the available information in high level tax planning.

Once certified, continue to fine tune your tax planning skills through our ongoing continuing education. The American Institute of Certified Tax Planners offers the only continuing education programs that add to your bottom line. We teach you how to use what you are learning to put money in your pocket and build the kind of business you really want.

Initial Licensing Requirements:

  1. Satisfactorily complete AICTP Tax Planning Academy through attendance at live training.
  2. Satisfactorily complete presentation case study where you use our resources to complete a proactive tax plan
  3. Must be a licensed professional CPA, EA or Tax Attorney in good standing free from previous financial crime convictions
  4. Must be free from professional license suspensions or revocations




Our Guarantee: we will refund 100 percent of your registration fee and reimburse you for your travel expenses if after the third day of our LIVE Academy you are not fully convinced you will at least earn back your registration fee as a result of what you learned.

Member Successes

“… by far the best business decision and investment ever made.”

“I have to say this was by far the best business decision and investment ever made. I enjoyed the training and fellowship with everyone. Looking forward to my first year as a Certified Tax Coach!”
— Pamela Dill, CTC

“… one of the best investments I have made in time and money over a 30-year career.”

“I would like to thank Ed, Dominique, and her team for the contribution of time and resources dedicated to helping me redefine my practice from debits and credits to dollars and cents. The experience was one of the best investments I have made in time and money over a 30-year career. The added bonus was sharing the enthusiasm and fun of the group, there was never a dull moment! For those hard working accountants that ever wonder how they got into this business, I suggest they set aside three days of their hectic life and attend your next event. As we like to say ‘bottom line’, the experience will help you understand what you have been doing wrong and clearly identify what you must do to fix it.”
— Ron Oddom, CTC

“… THE BEST decision I made to get my business going!”

“I must say that this last week in San Diego was THE BEST decision I made to get my business going! I ended up driving 8 hours each way to get to the Live Academy as my plans kept changing on me. I’m so glad I did! The philosophy change in just a couple key areas has really shown me things that I was hoping I could do when I first headed down the path of taxes. I wish everyone great success that was in class with me. And if you haven’t been to a Live Academy, you better go the next time! So much great info learned all 3 days, especially on the breaks.”
— Shanti Hill, CTC