Certified Tax Specialist™ | Program Overview

The Certified Tax Specialist™ (CTS™) program is the first of its kind—designed to give the financial advisor the knowledge necessary to provide ways to reduce taxable income. The subject of taxes is commonly viewed as boring and futile. By using real world examples, the CTS™ student is able to quickly understand important concepts and strategies that will serve him or her for life.

Written content for the program is only a couple of hundred pages in length, but everything you need is included. Partnership and corporate taxation are intentionally left out in order to streamline course content and increase retention. The first lesson explains the thinking behind our tax system in order to provide the student with a broader perspective. Next are a series of basic formulas and computations so that the advisor has the necessary grounding to go from the general to the specific.

Next, the program covers the specifics of income taxes, credits, deductions, and exemptions. As a CTS™ student you will see the logic behind these write-offs and be better able to gauge what is best for your clients and investors. There are a number of ways to decrease taxable income and reduce tax liability for your clients. The CTS™ program will show you a process that is both entertaining and informative.