{"id":18454,"date":"2020-01-22T08:00:39","date_gmt":"2020-01-22T14:00:39","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=18454"},"modified":"2023-08-22T11:08:44","modified_gmt":"2023-08-22T16:08:44","slug":"why-do-we-lead-with-tax-planning-the-role-of-the-certified-tax-coach","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/why-do-we-lead-with-tax-planning-the-role-of-the-certified-tax-coach\/","title":{"rendered":"Why do we lead with tax planning? The role of the Certified Tax Coach"},"content":{"rendered":"<p>Every tax pro receives those phone calls that make them squint or squirm. The client or prospect has some wild hair about saving taxes in a way that is dubious at best. Their neighbor\u2019s uncle\u2019s dog\u2019s best friend\u2019s owner told them they should (insert strategy that they only understand bits and pieces of). The tax pro sighs, and then explains why that\u2019s not a good idea, only to hear the sound of the caller\u2019s eyeballs rolling in their head because the tax pro is a killjoy.<\/p>\n<p>Yet, there <i>are<\/i> times the client knows what they are talking about, but their tax pro just doesn\u2019t have enough of the knowledge required to vet the strategy or implement it. That\u2019s where I was; I only suggested clients delay invoicing, make pre-tax contributions and buy equipment at year-end that they usually didn\u2019t need. However, I found these strategies really weren\u2019t the most beneficial for the long term and didn\u2019t help my clients beyond the current year.<\/p>\n<p>I knew there had to be more we could be doing.<\/p>\n<p>That\u2019s why I decided to join the <a href=\"https:\/\/certifiedtaxcoach.org\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_certifiedtaxcoach\" target=\"_blank\">American Institute of Certified Tax Planners<\/a> (AICTP), a non-profit organization that certifies, educates and maintains a membership of professionals who are proficient at proactive tax planning. This education is above and beyond what\u2019s available through other credentials; the current EA, CPA and CFP exams do not teach advanced tax strategy.<\/p>\n<p>The process of becoming a <a href=\"https:\/\/certifiedtaxcoach.org\/why-become-a-certified-tax-coach\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_certifiedtaxcoach-becomecertifiedtaxcoach\" target=\"_blank\">Certified Tax Coach<\/a> (CTC) includes a live, three-day intensive training, self-study webinars and a hands-on case study. The program also includes monthly continuing education and case studies to further hone each member\u2019s tax planning skills. Combined with the tools from the AICTP, the CTC helps me feel competent and ready to tackle advanced strategies for our clients and prospects.<\/p>\n<p>The program also includes following the CTC\u2019s process method of ways to engage with new clients, starting with coming up with <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/year-end-tax-planning-tips-for-individual-clients\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_tpc-eoytaxplanningtips\">strategies<\/a>, tailored to their goals, to reduce their tax liability. Advising them on these strategies helps solidify CTCs as competent professionals who understand the client and their goals.<\/p>\n<p><a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/advisory-checklist-lead-with-tax-planning-and-advisory-services\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_tpc-tpotfchecklistPlanning\">Leading with tax planning<\/a> helps us help our clients build sustainable and stable businesses &#8211; the ingredients for happy clients we love!<\/p>\n<p><b>Editor\u2019s note:<\/b> Jamie is member of the Intuit\u00ae ProConnect\u2122 Tax Customer Council. Check out her <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/proconnect\/proconnect-tax-customer-council-member-profile-jamie-e-okane-cpa-ctc\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_tpc-jamieokane\">profile<\/a> for more information on her background and firm.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Jamie E. O&#8217;Kane, CPA, CTC, explains why the Certified Tax Coach is a credential that&#8217;s good for her firm and her clients.<\/p>\n","protected":false},"author":144648963,"featured_media":10603,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[646041873,116807],"tags":[],"intuit_collection":[],"intuit_series":[],"coauthors":[646041746],"class_list":["post-18454","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisory-services","category-practice-management"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Why do we lead with tax planning? 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