Social Security Planning has a critical role in Tax Planning for Retirement; one that is most often overlooked in developing long term tax strategies. As 10,000 people turn 65 each day, tax planners gain new opportunities for planning. This workshop will arm you with the information you need to answer basic social security questions and to help clients create tax free income and increased benefits. We’ll even include a hands on case study where you’ll learn the secrets to creating over $100,000 in tax free income for the client!
Catherine, AZ
"Dominique does a great job of providing information and discussing opportunities to improve value to our clients and increase revenue. I don't know how many classes I have taken and articles I have read on Social Security and it still is such a gray area for me to aid clients on when to take and how. This class was probably the best I have taken on explaining options & strategies."Louella, VA
"I do not work for a firm but in private industry, but basically attended the webinar to learn about maximizing social security for my own knowledge and to help family members that are approaching retirement age. The material was eye-opening and so informative. Thanks for providing the opportunity to attend this type of webinar."Kathie, IL
"CPAacademy has done it again! The SOCIAL SECURITY BASICS AND ADVANCED PLANNING STRATEGIES course is a winner. The information is relevant and well presented. You can't learn it all in the hour and a half, but it's a great way to be aware of the many options and the need to become more informed. Thank you."Robert, CA
"Dominique, was very organized and presented the material in a professional manner as usual. The presentation was very informative and the examples utilized were excellent illustrations of the various approaches to Social Security Planning process."Barbara M., MT
"Great content and presenter. As a CPA approaching full retirement age and having studied the topic on my own, I found the presentation very helpful, timely and supportive to my understanding of social security options, benefits and strategies."Susan, MD
"Dominque was very knowledgeable about the nuances of Social Security, especially the complexities and considerations needed for spousal benefits and strategies. Would love to attend future presentations on related topics presented by her."Donald, OH
"Very valuable webinar. So much useful information it opened my eyes to the numerous strategies available for claiming and the calculations necessary to maximize value. I enjoyed the session and felt that I learned a lot. Great Job!"Sarah, MO
"This was far and away the best course I have taken on the platform. The instructor was amazing, the topic was relevant, and I can definitely apply what I've learned to my practice. This program should be offered repeatedly!"
The American Institute of Certified Tax Coaches, Inc.
President
dominique@certifiedtaxplanners.com
(877) 692-4282
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