Description
Certification Modules
The backbone of this Certification Program are the 12 Modules and 79 Sections on what I believe to be the most critical and practical tax strategies for a Tax Advisor to know and master.
These topics have been carefully and specifically chosen by me, and relate to strategies I have been teaching and training my clients, students of my workshops, as well as my internal attorneys and accountants for over 20 years.
Each topic has a 10-question quiz, video, and is supported with a ‘white paper’ that includes citations backing up each strategy under that topic. Each Module has a final exam with additional questions not included in the quizzes. Each student is required to earn a score of 90% in order to pass the quizzes and exams before moving on to the next section. (But don’t worry, you can retake the test immediately and as many times as you like in order to pass).
Here is what you will be learning:
- Finance Basics and the Personal Tax Reporting
- Entity Selection with Business Structuring & Tax Planning
- Small Business Tax Strategies 101
- Small Business Tax Strategies 201
- Real Estate Tax Strategies
- Health Care Expense & Tax Strategies
- Retirement Plans & Tax Strategies
- Self-Directing Tax Preferred Accounts
- Cryptocurrency and the Metaverse
- Asset Protection and Legal Planning
- Estate and Legacy Planning
- Business Building and Marketing
Group Forum and Discussion Pages
There will be a main Group Forum page for Members to collaborate and post questions and responses to one another on tough topics or situations they may be facing. There will ALSO be a Discussion Page for every Section in the Modules where Members can provide additional thoughts, ideas, and strategies enhancing and building upon my video and White Paper for that section/topic.
Weekly Tax Training with Mark Kohler
The format for the weekly call will be a Zoom call and begin with me leading a discussion on a topic from one of the Modules. Next, I may cover some practical insights and training in regards to consulting, billing, and client
Monthly Coaching Call
Once a month, Mark will hold a Business Coaching call. These meetings will cover various topics like building the mindset of a successful business owner, cultivating your practice, and marketing strategies to help you find more clients than you have right now. Don’t underestimate the value and power of this monthly call. Money mindset, life coaching, and business management training is critical to the success of a Certified Tax Advisor.
Public Profile on the MJK Tax Network
Once you pass all the exams and are awarded ‘Certification’, you will get to build a profile on the MJK Tax Network. This will be a database that business owners, investors, and followers of mine around the country can use to find and retain a Tax Advisor. This is where you can show off information about your business, your specialties, and other helpful information for potential clients. There will be a dedicated place for people to give you reviews and for you to list contact information and your website. Thousands of individuals and businesses WEEKLY visit my website and social media outlets. I NEED you on the MJK Tax Network as a Certified Tax Advisor. It will pay for itself if you want to grow your business or practice. You will continue to be listed on the Network so long as you maintain your membership.
Video Library
You will get access to the entire video library of 100+ hours of content, including certification videos, workshop recordings, and more. These tools will be a searchable database that can favorite videos for easy reference later!
Access to an Exclusive Semi-Annual Conference
You will receive free ‘Virtual’ access to attend my 3-day semi-annual tax strategy conference. This conference will be attended by business owners, investors, and members of the Main Street Tax Pro Program. This is an excellent time to get updates on current tax law and developments in the industry, as well as to network with other professionals and meet potential clients. Members who want to attend in person will receive a discounted price.
