About the Certified Tax Planner Designation
The Certified Tax Planner designation denotes financial expertise, tax planning excellence, and outstanding customer satisfaction. All Certified Tax Planners attend an intensive, three-day proprietary training academy, and are required to attend 24 additional hours each year of continuing professional education in proactive tax planning. Attendees become well versed in high-impact tax planning strategies and are offered additional continuing education courses to expand their specialized knowledge. Professionals with the Certified Tax Planner designation know how to save their clients thousands of dollars that would otherwise be wasted on unnecessary taxes.
About Certified Tax Planners
Certified Tax Planners are tax professionals with advanced training in proactive tax planning, who specialize in finding deductions, credits, loopholes, and strategies to help their clients pay less tax. This elite network of tax professionals includes Certified public accountants (CPAs), enrolled agents (EAs), attorneys, and financial service providers. There are fewer than 1,000 skilled professionals in the United States who have achieved this specialized designation.
About the Tax Code Mastery Compliance and Planning Certificates
Tax professionals and anyone authorized to legally prepare – and defend – tax documents for individuals and companies can receive up to date training in the latest tax laws for compliance and planning, however, they are not legally required to take the most current legal training to maintain their professional designations. The Tax Code Mastery Planning and Tax Code Mastery Compliance Certificate holders take an extensive exam covering individual and business tax laws and requirements and undergo 16 hours of continuing education in the most up-to-date training every year. They have the most current training approved by the IRS and is valid across the country.