Certified Tax Coach | Tax Planning Strategy | Tax Reduction Specialists

09/09/2026

We have exciting news from our friends at Think Outside the Tax Box!

They have launched Build a Better Business, a new digital magazine created for tax professionals who want to build a stronger, more intentional, and more valuable practice.

The issue brings together five practical guides on business decisions that shape how your firm operates and grows. You’ll learn how to assess which clients are truly worth keeping, determine whether your technology is helping or creating friction, build a client base that grows through strong relationships, approach sales as a value-driven conversation, and uncover new revenue opportunities using the client data you already have. A better firm is not simply a bigger one. It is built around the right clients, systems that support your work, thoughtful growth, and services that create meaningful value.

Read Build a Better Business here: https://thinkoutsidethetaxbox.com/op/build-a-better-business?utm_campaign=bbb-launch-2026&utm_source=facebook+&utm_medium=social+-+AICTP&utm_content=1788977461

Send Me the Free Issue × You’re just one step away! Enter your details below and we’ll get you signed up First Name* Last Name* Email* Designation CPA EA Tax Atourney None of the Above Send Me My Free Guide Instant download. No spam, unsubscribe anytime. FREE — Your Guide to Building a Better...

09/04/2026

We were delighted to welcome back 2026 CTC of the Year nominee Shalini Kodial as a refresh at our May Academy!

We had the opportunity to catch up with Shalini and hear what she values most about AICTP. Her commitment to growth, continued learning, and serving clients at a higher level is truly inspiring.

We are incredibly proud of all Shalini has accomplished and look forward to continuing to cheer her on throughout her journey.

For more information please visit: https://certifiedtaxcoach.org/

09/03/2026

Tax planning is not something business owners should put off until retirement or treat as an afterthought to financial planning.

While financial planning focuses on building and managing wealth, tax planning is a distinct and essential strategy that can help business owners keep more of what they earn today and intentionally direct those dollars toward growth, investments, and long-term goals.

The earlier tax planning begins, the more opportunity there is to make proactive decisions instead of reacting at tax time.

Whether you are a tax professional or a business owner, understanding the difference between tax planning and financial planning is essential to making informed decisions and supporting the future you want to build.

Read the full article now to learn why both matter and how a proactive tax strategy can support your goals.
https://certifiedtaxcoach.org/tax-vs-financial-plan/

Tax planning vs. financial planning: understand the critical distinction that helps business owners keep more earnings and build wealth intentionally.

09/02/2026

We recently caught up with longtime AICTP member Heath Walters to hear why he decided to join the community.

Like many tax professionals, Heath wanted to deepen his tax planning knowledge and learn how to stop undercharging for the value he provides. Through AICTP, he found the education, strategies, and support to build greater confidence in both his pricing and his practice.

If you are unsure whether you are charging what your work is truly worth, or if you feel underpaid for the value you deliver, it may be time to invest in your growth.

Join AICTP and take the next step toward becoming a Certified Tax Coach.

09/01/2026

How can C corporation owners reduce the impact of double taxation without creating a bigger tax problem?

The 21% federal corporate tax rate can make it tempting to leave income inside a C corporation rather than distribute it to shareholders. But using a corporation as an income “parking lot” can carry serious consequences. The IRS has rules designed to prevent certain corporations from indefinitely retaining passive income to avoid the second layer of shareholder tax, including the personal holding company tax.

For tax professionals, understanding these rules is essential to helping clients make strategic decisions while avoiding costly surprises.

Read our latest blog post to learn how the personal holding company tax works, why it matters for C corporation clients, and what to consider when developing a tax planning strategy.
https://certifiedtaxcoach.org/dont-get-sneaky/

Tax professionals: know the rules before advising clients to park income in a C corporation. Learn how the personal holding company tax works, what triggers the two IRS tests, and what legitimate strategies can still lower your C corp clients' tax bills.

08/28/2026

Take a look at this clip of one of our 2026 CTC of the Year finalists, Louise Cochrane!

Louise shares how CTC helped her realize that growing a successful tax practice is not about taking on more clients. It is about recognizing the value you provide, charging accordingly, and creating the capacity to serve clients at a higher level.

By reducing her client load and focusing on truly understanding each client’s needs, Louise has been able to offer meaningful solutions and achieve even more in her practice.

08/27/2026

Don’t spend another tax season feeling overworked and underpaid.

Join AICTP and start building the tax practice you want. Gain the knowledge and support to deliver greater value to your clients, create more flexibility in your schedule, and grow a practice that works for your goals.

The right time is not something you wait for. It is something you create.

Start your journey today: certifiedtaxcoach.org

08/26/2026

We had the opportunity to catch up with the wonderful Priscilla Thomasevich following her CTC of the Year win to hear what the recognition means to her and how becoming a Certified Tax Coach has impacted her tax practice.

At CTC, you gain more than advanced tax planning knowledge. You build confidence, strengthen your practice, and become part of a supportive community of professionals who are committed to helping one another grow.

Congratulations again, Priscilla, on this well-deserved recognition!

08/25/2026

Congratulations to our newest group of Certified Tax Coaches!

We hope you returned to your tax practices energized, inspired, and ready to put your new tax planning knowledge into action. We are so proud of each of you for taking the leap, investing in your growth, showing up for the Academy, and embracing every opportunity to learn. Your commitment to serving clients at a higher level is truly worth celebrating.

We cannot wait to watch you grow and succeed. We will be cheering you on every step of the way. Congratulations again to all of you, we can't wait to see what you will accomplish.

08/23/2026

Day two of our August Academy was packed with learning, collaboration, and plenty of tax learning.

Members explored key tax planning topics, including expense shifting and real estate strategies, while putting their knowledge into action through interactive case studies. We also had the pleasure of hearing from a panel of rockstar CTC members, who shared how the program has strengthened their tax practices and created new opportunities for growth.

Of course, there is always time to connect outside the classroom. We wrapped up the evening at Filippi’s, where members enjoyed great conversation and were able to build new relationships.