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Socialsecurity

SOCIAL SECURITY BASICS AND ADVANCED PLANNING STRATEGIES

Cost Free
Presentation Length 1.5 hours

Recorded DateOctober 1, 2014
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Social Security Planning has a critical role in Tax Planning for Retirement; one that is most often overlooked in developing long term tax strategies. As 10,000 people turn 65 each day, tax planners gain new opportunities for planning. This workshop will arm you with the information you need to answer basic social security questions and to help clients create tax free income and increased benefits. We’ll even include a hands on case study where you’ll learn the secrets to creating over $100,000 in tax free income for the client!

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Dominique Molina is the co-founder and President of the American Institute of Certified Tax Coaches. As the driving force and visionary behind the San Diego-based company, Ms. Molina set out to change the way tax professionals approach tax planning. In 2009, Ms. Molina began to create an elite network of tax professionals including CPAs, EAs, attorneys and financial service providers who are trained to help their clients proactively plan and implement tax strategies that can rescue thousands of dollars in wasted tax. Ms. Molina has successfully licensed tax professionals as Certified Tax Coaches across the country, creating a national network of highly qualified professionals who provide proactive service for their clients. This premier group of professionals features less than 400 specialists in 48 states who have achieved this very specialized designation. Ms. Molina frequently appears as a tax expert and TV guest in regional television markets, including San Diego, Los Angeles, New Orleans, and Honolulu. Her excellent media credentials, professionalism, and outgoing personality allow her to provide expert advice on tax issues. Ms. Molina is also a published author of three best-selling books on taxation. Specialties: Tax planning, Education, Helping tax business owners get paid for their expertise, Tax business marketing, Helps tax business owners gain freedom by getting paid what they’re worth, systematizing their businesses and giving their teams an Extreme Staff Makeover

About Our Presenter

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The American Institute of Certified Tax Coaches is an independent not-for-profit corporation. AICTC is a collaborative network of elite professionals who are using tax planning as a way to establish profitable, consultative practices. The AICTC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of Continuing Profesional Education on the National Registry of CPE Sponsors. The AICTC is the only organization providing hands-on training, proven systems, tools, support, and the Certified Tax Coach (CTC) designation. When graduates achieve the CTC credential, the designation conveys their unique expertise in tax planning.