Strategic Tax Planning for High-Net-Worth Clients and Business Owners

Introduction

The Certified Tax Coach (CTC) Program is designed for tax professionals who want to move beyond compliance and into proactive tax planning. Unlike traditional tax preparation, tax coaching focuses on wealth preservation, advanced deductions, and tax minimization strategies tailored for high-net-worth individuals and businesses.

This 5-day intensive course provides participants with the knowledge, tools, and strategies needed to become a Certified Tax Coach (CTC), empowering them to offer value-added advisory services to their clients. The course combines tax reduction techniques, real-world case studies, and client advisory frameworks to help participants build a profitable tax planning business.

Course Objectives

By the end of this program, participants will be able to:

• Develop tax-saving strategies for individuals, investors, and business owners.
• Identify opportunities for tax deductions, credits, and legal loopholes.
• Learn how to structure businesses for optimal tax efficiency.
• Utilize proactive tax planning vs. reactive tax preparation.
• Build and market a profitable tax advisory practice.
• Understand IRS compliance and risk management in tax coaching.

Who Should Attend?

This program is ideal for tax professionals who want to offer high-value advisory services, including:

• CPAs, EAs, and Tax Attorneys looking to expand into tax planning.
• Accountants & Financial Advisors seeking to enhance client services.
• Business Consultants specializing in tax efficiency.
• Wealth Managers working with high-net-worth clients.
• Entrepreneurs & Business Owners who want to optimize their own tax strategies.

Course Outline

Day 1: Foundations of Tax Coaching & Proactive Planning

• What is Tax Coaching? Difference between compliance & planning.
• The role of a Certified Tax Coach (CTC) in strategic tax planning.
• Identifying high-value clients: Business owners, real estate investors, and executives.
• Overview of the U.S. Tax Code and key deductions often overlooked.
• Tax planning tools: Entity selection, income shifting, and timing strategies.

Workshop: Identifying tax-saving opportunities in real-life client scenarios.

Day 2: Business Tax Planning & Entity Structuring

• Choosing the best business entity (LLC, S-Corp, C-Corp, Partnership).
• Maximizing pass-through entity tax benefits.
• Understanding Section 199A (Qualified Business Income Deduction).
• Advanced depreciation and cost segregation strategies.
• Leveraging business expenses for tax reduction (home office, vehicles, meals).
• Payroll tax optimization and tax-efficient compensation strategies.

Case Study: Structuring an LLC vs. S-Corp for tax savings.

Day 3: Advanced Individual & Investment Tax Strategies

• Tax reduction strategies for high-income earners.
• Capital gains tax planning: 1031 exchanges, Opportunity Zones, tax loss harvesting.
• Real estate tax strategies: Cost segregation, short-term rental loopholes.
• Retirement tax planning: Roth conversions, self-directed IRAs, 401(k) optimization.
• Charitable tax strategies: Donor-Advised Funds (DAFs), charitable remainder trusts (CRTs).
• Tax-efficient estate and wealth transfer planning.

Workshop: Creating a tax strategy for a real estate investor.

Day 4: IRS Compliance, Risk Management & Tax Law Changes

• Understanding IRS audit triggers & red flags.
• Tax planning within legal limits: Avoiding abusive tax shelters.
• How to handle IRS audits, notices, and client disputes.
• Recent tax law changes and their impact on tax planning strategies.
• Crypto taxation & digital assets: IRS reporting requirements.
• State & local tax (SALT) considerations in multi-state planning.

Expert Panel Discussion: Tax reform updates and emerging IRS enforcement trends.

Day 5: Building a Tax Advisory Business & Final Certification

• How to position yourself as a Certified Tax Coach (CTC).
• Developing a high-value pricing model for tax planning services.
• Effective marketing & client acquisition strategies.
• Using AI and tax software for automated tax savings plans.
• Structuring tax advisory engagements and ongoing client relationships.
• Final Capstone Project: Designing a comprehensive tax plan for a high-net-worth client.

Certification Exam & Graduation Ceremony

Conclusion & Certification

Participants who successfully complete the course and pass the final assessment will earn the Certified Tax Coach (CTC) designation, signifying expertise in proactive tax planning and wealth preservation strategies.

Program Benefits

• Exclusive CTC Certification – Stand out as a strategic tax planner.
• Practical, Hands-On Training – Real-world tax planning case studies.
• High-Value Services – Learn how to increase revenue by offering tax coaching.
• IRS-Compliant Tax Strategies – Avoid legal pitfalls while maximizing savings.
• Business Growth Tools – Build and scale a profitable tax planning practice.

Career Opportunities After Certification

• Certified Tax Coach (CTC) – Specializing in proactive tax planning.
• Tax Advisory Consultant – Helping businesses optimize tax strategies.
• Corporate Tax Strategist – Working with executives on tax-efficient structures.
• Financial Planner with Tax Expertise – Integrating tax savings into wealth plans.
• Real Estate Tax Specialist – Advising investors on depreciation and capital gains.