TAX PLANNING BOOTCAMP

Transition from Reactive Tax Preparation to Proactive Tax Planning

There’s a movement in the industry from being a reactive, data entry preparer to a highly paid, forward-looking advisor. Tax Planning puts you at the forefront of this movement, saving clients tens to hundreds of thousands of dollars in taxes every single year. Learn tax planning the easy way so you can provide your clients the most value by provide advisory services – the power of tax planning.

This masterclass teaches you how to leverage the tax code to help your clients pay the least amount of taxes sometime zero with legal and effective tax law strategies. Now’s the time to gain confidence knowing you’ve saved your clients tens of thousands of dollars. You are guaranteed to confidently help your clients save!

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Get Paid To Save Clients Money On Taxes

Is This You?

  • You are a tax or accounting professional who adds tremendous value to the lives of others and you're ready to increase your income so you can increase your impact!
  • You love the work you do but have been trying to find a way to do it with less grind and more grace!
  • You know that what you do changes lives, but it hasn't been enough to change your financial status!
  • You've got dreams of a business that serves you at your next level yet you haven't actually created a concrete plan to aid your journey!
  • You're ready to shift to six-figure quarters and six-figure years and ultimately six-figure months!

You Can Expect…

  • To get clear on how to evaluate returns for year-round tax savings.
  • To learn the basics to get started as a Financially Literate, Tech-Forward Entrepreneur, even if you have no prior financial literacy background.
  • To uncover how a Growth Financial Mindset directly impacts our financial confidence & paves a clear path for financial mindfulness.
  • To learn how to grow your business alongside a collaborative Financial Success Team so that you do not feel alone on this entrepreneurial journey.

With the Help of Tax Planning, Help Clients Deal With Taxes in a Completely New Way

What’s Included…

  • Full access to LIVE teaching, laser coaching, and Q & A with Dr. Cozette
  • Full access to the Tax Planning Framework, Templates, Cheat Sheets, etc.
  • Full access to ADDITIONAL MATERIALS including resources

Optimize Your Tax and Accounting Firm With Tax Planning

Course Curriculum

Part 1: Individual Tax Planning

  • Individual Tax Plan Overview
  • Why Clients Need Tax Planning
  • How to Start a Tax Plan
  • Standard Deductions vs. Itemized Deductions
  • Eligible Tax Credits
  • Lowering Your Property Taxes
  • High Income Earner Tax Strategies
  • Charitable Planning
  • Tax Consequences of Life Events
  • Executing The Tax Plan Roadmap

Part 2: Business Tax Planning

  • The Importance of Tax Planning
  • The Tax Life Cycle of a Small Business
  • Entity Structing
  • Tax Advantages of LLC vs Sole Proprietorship vs Corporation
  • Tax Minimization Strategies
  • Depreciation/Cost Segregation
  • Hiring Family Members
  • Tax Credits & Incentives
  • Business Write-Offs
  • Executing The Tax Plan Roadmap
  • Advanced Tax Planning Strategies

Part 3: The P’s to Scale, Leverage & Grow

  • Positioning
  • Pricing
  • Promotion
  • People

Part 4: Bonus Material

Extra - Tax Planning Script, Tax Planning Pricing and Tax Planning Packaging.

Thousands of Tax Planning Strategy Combinations. Our team of tax planning experts has scoured the tax code for the most common and most effective tax planning strategies for:

  • Maximize deductions
  • Legal entity structures
  • Retirement planning
  • Insurance and asset protection
  • Legal loopholes
  • Tax Cuts and Jobs Act (TCJA)
  • Niche-specific strategies
  • Advanced strategies
  • International asset and gift freeze
  • Tax-advantaged wealth management
  • Exit and capital gains

Investment:

$999 payment in full 

All sales are final and there will be no refunds.

 Secure Your Seat Today – Full Pay

Meet Your Instructor

Dr. Cozette M. White is an acclaimed 7x bestselling author, nationally recognized accounting and tax strategist, international speaker and philanthropist. 

She is known for making tax interesting and making highly technical material understandable. Dr. White is a self-employed Tax and Accounting Strategist with more than 28 years of tax experience. She has been an instructor for the Tax Practitioner Workshops for the past 12 years.  

Dr. White’s advice has been called upon by ABC and FOX television stations. She has been featured on the numerous radio shows and she is a recurring voice to millions making regular appearances in various national media outlets, including Black Enterprise, Forbes, Women of Wealth, Upscale, The Huffington Post, and countless newspapers across the country. Women of Wealth dubbed White, “Wealth Builder Extraordinaire.” Recently Dr. White was awarded the President’s Lifetime Achievement Award by President Barack Obama.

Tax Planning Bootcamp Is for You If...

  • You're tired of feeling like you can’t grow, scale and leverage because you aren’t familiar with tax planning!
  • You're feeling stuck in your business and you could use another thought process to make a powerful shift!
  • You've been struggling to fit all of the pieces together into a business that offers amazing value to clients, feeds your spirit and brings you a sense of freedom all while making great money doing what you love!
  • You're Amazing (and you know it) but somehow your checkbook didn't get the memo (you know you should be making way more by now)!
  • You're ready to work less while earning more (serving less clients in a more profitable way)!
  • You've been building your business long enough to know who you are, who you serve, the problem you solve and the solution you offer!
  • You're tired of playing CEO; you're ready to show up like a CEO so that your business serves you in every way!
  • You're over praying and playing small - you're ready to see yourself the way God sees you AND your business!
  • You're ready to test me out and verify what your friends have been telling you, that I am the GOAT (my client's words, but I approve this message)!

IF YOU'VE BEEN FEELING BOXED IN TO MEDIOCRE MONTHS AND YOU'RE READY TO SCALE UP TO SIGNIFICANCE AND SUCCESS, JOIN ME!

 Secure Your Seat Today – Full Pay

FAQ

  • When does the course start and end?

The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.

  • How long do I have access to the course?

Forever! After enrolling, you have unlimited access to this course for as long as you like - across any and all of your devices.

  • Even If You’ve Never Done Tax Planning Before

If you haven’t been helping your clients save money on taxes, or you have been but we’re not getting paid for it, Tax Planning is for you. It not only creates tax plans, but also teaches you tax planning strategies and how to apply them to specific clients. You’ll also be able to accept payment via Corvee Payments so you get paid upfront before you start working on your clients’ tax plans.

  • What If I'm Not Good at Numbers?

If numbers are not your thing, this masterclass will break down finances and taxes in plain words. 

We will share Done-For-You templates that require simple data entry for the totals to calculate for you. No difficult math to clearly see the health of your business and how much money is flowing in and out. 

You will definitely feel good about your numbers with the right tools by your side!
  • What If I'm A New Entrepreneur?

If you're brand new, this is your opportunity to see the bigger picture of entrepreneurship from the start. You'll learn a ton about small business best practices, terminology, and how to jump start your small business financial success journey.

  • Is This a Good Course to Test the Knowledge as A New Age Bookkeeper?

Yes, it’s perfect for that!

Many that join the accounting and bookkeeping profession are looking for a fast-track opportunity to learn the fundamentals of small business finances and the bookkeeping tasks for entrepreneurs. 

This masterclass builds the solid foundation for accounting and bookkeeping professionals to learn the importance of connecting with the small business economy and learning small business finances and taxes best practices.

This course will also introduce the most common accounting principles and terminology alongside Done-For-You accountability tools to jump start your small business financial literacy learning journey for your business and the clients that you serve.

  • How do I know this course is for me?

Are you ready to admit that there may be something missing in your small business financial education background and you are open to learning it now?

Are you ready to admit that you may have missed a few steps around learning the fundamentals to small business finances and you are open to learn the steps to transform your data into dollars?

Are you OPEN to thinking in Abundance and Believing that with the right knowledge, tools, team and mindset, you and your business are capable of so much more than where you are right now?

If you answered YES to any or all of the Qs above, this course is definitely for YOU!

  • What if I'm a financial professional?

This course gives both the entrepreneur and their financial professional the fundamental framework to start talking about the importance of financial literacy and money management for small business sustainability and long-term financial success.

After serving both communities for over 2 decades, I have learned that these conversations are not being had. This course is your opportunity to open those lines of communication and start speaking the universal language of business with one another.

  • What if I am unhappy with this course?

We would never want you to be unhappy! If you are unsatisfied with your purchase, we always provide a no-hassle 3-day money-back guarantee on all of our training products so that you can buy and try with zero risk.