ABLE Accounts: Tax Shelter for Disabled Individuals
The Achieving a Better Life Experience (ABLE) Act of 2014 is legislation that allows states to create tax-advantaged savings programs for eligible people with disabilities called ABLE Accounts.
continuing-education
16 posts
New California EITC for Non-Citizens
Recently California residents and guests desperately need economic assistance. Now there is a new California EITC for non-citizens.
Federal Saver’s Credit
Our sweet and considerate Uncle Sam wants us to encourage our clients to save for retirement. He is so motivated that he is offering them a tax credit! You read that right, taxpayers can receive a tax credit for saving for retirement.
California 2020 Individual Mandate for Health Insurance
Now anyone residing in California must have health insurance during the 2020 tax year or face being penalized
Salesmanship with Chauncey Hutter, Jr.
Leading marketing consultant and business success coach Chauncey Hutter, Jr., calls into the show to share his valuable insights into marketing and salesmanship from his extensive career. As as an owner with 27,000 tax-return clients and coach with 3,700 tax business owner clients, Chauncey holds nothing back about the current landscape of the tax industry and where all the opportunities are. He has actually never seen more opportunity than now to capitalize on the giant shift under way.
A Strategic Desire to Help with David Reeser
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 …
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.
Are Tax Liabilities Bankruptable?
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
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.
How To Maximize Tax Savings For Military Veterans
Military tax breaks can be very powerful, but difficult to find. Especially for tax professionals who don't work with military clients every day, sometimes you can feel like you don't know about all the military tax breaks that could be available. Here are some of the ways to ensure tax savings are maximized.
5 Professional Development Strategies for Tax Professionals
5 Professional Development Strategies for Professionals explores five effective methods for expanding your skillset.
Client Care with Casimiro Jesse Peña
Tax pro and entrepreneur Casimiro Jesse Peña sits with Jeff and Andy as Tax Pro Nation’s first guest on the show to talk about client care. Jesse goes deep into the insights that have helped him grow his tax career and how truly caring about the client is key.
Download The Pronto Path Infographic
Free visual description of the proprietary Pronto Path to success in the tax preparation industry.
Existing Members Log-In Information Page
For Returning Members, as an extra courtesy to you, we created an account for you on the upgraded online learning platform and even inputted all your past year CTEC and IRS information...follow these simple directions to log-in to your account.
3 Biggest Problems New Tax Preparers Face
New tax preparers have to face insufficient training when they first start out in the world of tax preparation. Certain online tax preparation courses don’t have hands on training, which makes it difficult for new tax preparers going into the job without doing any preparations. Further, most online courses do not provide quality customer support while you begin your new career.
What are the Continuing Education Requirements to be a Tax …
If you have a tax license, and a PTIN for that matter, there are a required twenty hours of continuing education that must be completed in order for you to forge on to next tax season. The course is governed by CTEC, the body that certifies your continuing education hours and renews your PTIN so your ready to roll come tax time. Let’s take a peak at the varying aspects and features of tax preparer continuing education requirements.