Certified Tax Coach | Tax Planning Strategy | Tax Reduction Specialists

Certified Tax Coach | Tax Planning Strategy | Tax Reduction Specialists

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American Institute of Certified Tax Planners is a not-for-profit educational membership organization offering the Certified Tax Planner designation.

Why Find a Certified Tax Coach™? Certified Tax Coaches™ focus on proactive tax strategies to save you money before April 15. They don’t just record history – they help you write it with a proactive strategy full of deductions, credits, loopholes and breaks. Find a Certified Tax Coach near you! http://www.certifiedtaxcoach.com

06/16/2026

Huge thank you to Michelle Weinstein for featuring our Founder and President, Dominique Molina, on the Abundant Accountant podcast.

In this episode, Dominique discusses a challenge many firm owners are facing: how to avoid competing on price in a market where automation and low-cost tax solutions are becoming more common.

Instead of racing to the bottom, Dominique shares why the future belongs to tax professionals who lead with depth, trust, and measurable value. She explores how firm owners can move beyond high-volume, low-margin work and build a practice rooted in strategic advisory and premium service.

https://theabundantaccountant.com/episode-184-the-end-of-cheap-tax-work-win-with-value-not-volume-with-dominique-molina/?he=iam%40thepitchqueen.com&el=episode184

Every Entity Type Comes with Pros and Cons - Certified Tax Coach 06/12/2026

Which entity type has the lowest tax bill? The answer is not always as simple as it seems.

Every entity type comes with pros and cons, and the right choice depends on the client’s unique situation. That is where tax planners can add real value by helping clients understand the math and make smarter decisions.

Read more here: https://certifiedtaxcoach.org/entity-pros-cons/

Every Entity Type Comes with Pros and Cons - Certified Tax Coach Choosing the right business entity isn't one-size-fits-all. Learn about three critical S corporation tax traps including excess passive income, business loss limitations, and asset sale consequences that can surprise business owners during entity conver...

06/11/2026

Join TOTTB as they kick off their Summer Series TODAY, June 11 at 11 AM PST with our co-founder and President of AICTP, Dominique Molina.

In this hands-on training, you’ll learn how to look at a Form 1040 like a strategic tax planner, uncovering hidden opportunities for deductions, income shifting, entity planning, and more. This course is designed for tax professionals who want to move beyond compliance and start thinking like true advisors.

And best of all, qualifying attendees can earn free continuing education credits brought to you by Sandy Bay Partners.

Subscribe and register here: https://thinkoutsidethetaxbox.com/articles/2026-summer-education-series-event-calendar/

06/11/2026

At our most recent Academy, we had the pleasure of welcoming back Louise Cochrane, a wonderful member of our community and a familiar face at AICTP.

One of the best parts of being an AICTP member is that you can return as a Refresh and continue learning, growing, and reconnecting with the community. We caught up with Louise for a quick mini mic interview to hear her favorite part of CTC.

Watch the reel to hear what she had to say.

06/05/2026

That is the power of proactive tax planning. At AICTP, we believe the best time to strengthen your practice is before next tax season arrives.

Use the summer months to get intentional, make changes, and turn your ideas into action.

What is one thing you are scheduling today that will move your practice forward?
https://certifiedtaxcoach.org/

Photos from Certified Tax Coach | Tax Planning Strategy | Tax Reduction Specialists's post 06/02/2026

With summer right around the corner, so is our Annual Tax Planning Summit and Reunion.

We are especially excited to crown a new CTC of the Year and celebrate the amazing members who make this community so special. Here is a look back at a few of the members who have been recognized for their impact and dedication.

Who will be this year’s winner?

05/29/2026

Learn what being a part of AICTP means to Jonathan Bengel and how he was able to release his financial power and propel his business. Join Jonathan today by visiting: https://certifiedtaxcoach.org/

Tax Planners Just Look At Taxes Differently - Certified Tax Coach 05/28/2026

As a tax planner, do you see the 1040 Form as your go-to diagnostic tool?

Where a tax preparer sees a summary of what already happened, a Certified Tax Planner sees patterns, opportunities, and ways to create better outcomes.

Tax planning is about looking beyond the numbers to uncover savings and add more value for clients.

Read more here: https://certifiedtaxcoach.org/tax-planners-different/

Tax Planners Just Look At Taxes Differently - Certified Tax Coach Discover why Certified Tax Planners view the Form 1040 differently than traditional preparers. Learn the six categories of tax-saving opportunities hiding in plain sight and how a strategic mindset transforms tax returns from summaries into roadmaps for...

05/22/2026

Huge congratulations to our May Academy graduates and the newest group of Certified Tax Coaches.

We are so grateful you joined us for this event and hope you are already putting your new knowledge into practice. We cannot wait to see all that you accomplish, and we will be cheering you on every step of the way.

Photos from Certified Tax Coach | Tax Planning Strategy | Tax Reduction Specialists's post 05/21/2026

One week later, and we are still reflecting on such a memorable May Academy.

Here are a few more behind-the-scenes photos from a week filled with great conversations, fresh ideas, and meaningful connections. We hope everyone traveled home safely and is already putting new strategies into action. It was a pleasure to spend time with our Refresh members, new members, and exceptional speakers Angie Bhasin, Heath Walters, Tom Gorczynski, and Michelle Weinstein.

We are excited to follow along as everyone continues to grow and succeed.

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