Tax Planning Experience

Develop Best Practice Tax Planning Skills

Tax planning employers and clients rank experience as the most important qualification for tax planning jobs and services.

They also rank tax planning performed under the direction and supervision of a professional tax planner as the best experience.

Best Practice Tax Planning

Consortia tax planning experience enables educated and certified tax planning professionals to perform best practice tax planning process, procedures, and steps.

You perform best practice tax planning under the direction and supervision of an educated, experienced, licensed, and ethical Certified Tax Planner (CTP).

Tax Planning Experience Objectives

1. Perform tax planning accurately and productively,
2. Provide timely, relevant, and reliable tax planning information, and
3. Reduce tax payer taxes and prepare for retirement.

Tax Planning Experience Steps

1. You are assigned a Consortia tax planning manager,
2. The  manager assigns you a tax client,
3. The manager directs and supervises you through the tax planning process, procedures, and steps,
4. You perform the tax planning process, procedures, and steps,
5. The manager supports your tax planning questions,
6. The manager reviews your tax planning procedures and steps and provides review points,
7. You clear the review points, and
8. The manager verifies you cleared the review points.

How it Works

• Performed remotely
• 1 to 2 hours per day, 5 days a week, (M-F)
• Anytime during the day

The schedule enables you to attend school or work full-time.

Tax Planning Experience Requirements

Course

‍Tax Planning Fundamentals or course equivalent

Certification

‍Tax Planning Certification

Training

Tax Planning Strategies Level 1

Registration Deposit

Make a deposit for the first month before you finish the requirements.

The deposit reserves the next available experience opening and is fully refundable until you begin.

Place your deposit at least one month in advance to start the program as soon as you qualify.

You must complete the requirements before you begin.

Experience Program Participant Rating

Participants are required to provide us an honest and fair evaluation of the program at the end of their experience.

Our cumulative rating is 4.6 stars out of five.