July 2018 ⋆ Pronto Tax School

A Strategic Desire to Help with David Reeser

By Jeff DolanPosted on July 30, 2018February 12, 2020Posted in Podcast for Tax Professionals, Season 1Tagged 4 Step Sales Process, acceleration, advanced tax training, business coaching, business consulting, continuing-education, CTEC continuing education, sales, strategic desire to help, tax podcast, tax pro podcast, taxpronation, Victory Mindset

Executive sales trainer David Reeser visits the show to take the fear out of selling. He shares his thoughts on the mindset required to have helpful sales conversations without fear. We discuss his Victory Mindset concepts and get to role-play a sales conversation that follows a 4-Step process anyone can follow in their business.

5 Things You Need to Know to Make Money as a Tax Preparer

By Cynthia FuentesPosted on July 22, 2018February 3, 2020Posted in Tax Preparer Continuing EducationTagged basic tax training, continuing-education, initiation, Make Money Tax Preparer, new tax preparers

Making money as a tax preparer is definitely doable. You’ll make more money as a tax preparer if you do certain things, in certain ways. Here are five factors to consider when seeking to maximize your earnings as a tax professional.

Insurance Benefit Taxation: What You Need to Know

By Cynthia FuentesPosted on July 21, 2018February 12, 2020Posted in ProntoTaxSchoolTagged advanced tax pro, advanced tax training, continuing eduction, CTEC continuing education, disability insurance taxation, elevation, Taxable Disability Insurance

Learn when and how certain insurance benefits can be taxed so that you can set your client’s budget accordingly and not be surprised by any extra taxes during tax season.

Are Tax Liabilities Bankruptable?

By Cynthia FuentesPosted on July 19, 2018February 4, 2020Posted in Tax UpdatesTagged advanced tax pro, advanced tax training, bankruptcy, continuing-education, CTEC continuing education, elevation, overdue taxes

Bankruptcy has evolved over the years, and stringent measures have been put in place to prevent exploitation of the bankruptcy laws. But are overdue taxes allowed under our bankruptcy laws? Read to find out!

5 Strategies for Helping Lower Income Families Escape Debt

By Cynthia FuentesPosted on July 16, 2018March 5, 2020Posted in Tax UpdatesTagged advanced tax pro, advanced tax training, continuing-education, CTEC continuing education, elevation, escape debt, maximize deductions

Helping lower income clients escape debt and achieve financial security is obviously a big challenge, but it’s something that we should be working towards for our clients who need help most, here are five strategies that can help.