$1,700.00 USD

6 monthly payments

Your payment information will be stored on a secure server for future purchases

Due to the high demand for our course, there are absolutely NO REFUNDS. Once a program is paid for, we immediately incur commitments of time & resources along with infrastructure materials on your behalf, well in advance of any training dates or programs. Due to time commitments and scheduling requirements, there are no refunds.

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Tax Planning Masterclass - Multiple Payment

If you are ready to add a value-offered service like tax planning to your Accounting firm, then join Jackie & Sharla in this 6-month series:

What you'll get:

  • What Tax Planning IS and IS NOT
  • Learn how to implement a dozen strategies!
  • Overview of Pitching to the client 
  • Learn individual tax planning 
  • Planning for small businesses
  • Pricing Confidence
  • Accountability 
  • Complimentary Access to the Basic Version of TaxPlanIQ (1.8K value)
  • 18 Hours of CPE through CPAAcademy.org
  • and more...

Topics include: 

  • Value Pricing
  • Charitable planning 
  • Individual tax strategies
  • Entity selection
  • FLP/ C- Corp
  • Passive and non-passive
  • Real estate strategies
  • Retirement contributions 
  • R &D, Micro, and more...