Tax Advisor Certification
This certification will take ANY tax professional’s practice to the next level. It will give you the best strategies to save your clients thousands on taxes. It will walk you through the following:
- Helping your clients know how to pay their kids and get a write-off
- How to write off all technology purchases
- How and when to implement the S-Corp conversion
- Maximizing the Auto & Truck Deduction
- The BEST Retirement Account Strategies
- How to use travel and dining to save thousands every year
- AND MUCH MUCH MORE (See all the modules and sections below)
It will also give you tools to help your clients in a variety of ways, including:
- Helping them find and use the correct entity
- Helping them maximize their retirement savings
- Understanding the basics of Finances and saving money
- The importance of having an estate plan in place
Additionally, after getting certified, you will be listed on our Tax Network, a network for individuals and business owners to find qualified tax professionals. This network helps you grow your practice! Our network is visited thousands of times weekly.
Lastly, you will get an official CTA (Certified Tax Advisor) certificate mailed to you. We certify you to your clients as someone who can provide quality tax advice to help your clients save thousands every year. Overall, this alone has SO much value to allow you to charge more.
Weekly Tax Training with Mark Kohler
There are 12 modules in the certification (see below). Every week of the money, you will get access to a LIVE webinar where Mark breaks down a section of every module. Each month mark dedicates a module, and weekly where he will break down strategies. And those additional sessions are GAME CHANGERS because it gives you access to ask questions about implementing the process you are learning and for which you are getting certified.
Monthly Business Coaching with Mark Kohler
Once a month, Mark will do a Business Coaching webinar. 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.
Mark has built MULTIPLE 7 and 8-figure businesses, including a million-dollar accounting practice. Mark has excellent tools, tips, and tricks to help you grow your business and practice.
Public Profile on the MJK Tax Network
As mentioned above, we will list you on the MJK Tax Network after getting certified. You will get a profile 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 the MJK Tax Network. It will pay for itself if you want to grow your business or practice.
You will continue to be listed on the network if 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
Semi-annually you will get access virtually to the semi-annual tax strategy conference. This conference is limited to members. We strategically time these conferences for tax professionals in June and December. June is shortly after tax season, giving you an opportunity to learn new strategies before business season AND an excuse to take a business trip (Write off!). December is the year-end strategy workshop to help sharpen your skills and give you any new tax updates before the new year.
Members can attend in person for only $100 or online for free.
The conferences span two days, and we include lunch on both days!
Certification Modules
- 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
