Course 07 · Tax Planning
Building a Tax Planning Practice
Design and deploy tax planning as a reliable value-add inside the client relationship.
One-time purchase
$39
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What this course covers
Most tax-planning efforts die the same way: buy the software, try it with a few clients, tax season arrives, and the service quietly stops. The fix is building a planning practice, not experimenting with a product.
You will install the annual calendar from June through year-end — midyear projections and fall strategy — so clients activate once instead of being re-sold every year, with a clear advisory boundary on implementation.
What you leave with
A repeatable tax-planning service with clear deliverables, cadence, roles, review, and client follow-through.
Included with the course
- Full video lessons taught from real firm workflows
- Module resources, worksheets, and implementation notes
- A concrete next step for your firm after every module
- Lifetime access after you open the course — no subscription required
Syllabus
5 modules
Preview the full module list here. Lessons, implementation notes, and downloads open inside the Academy after you get started.
- 01
Why Tax Planning Practices Fail
Why software-first pilots fail, and why tax planning has to become a firm-wide recurring service inside the client relationship.
14 min
- 02
The Annual Planning Calendar and Client Activation
Install the June-through-year-end planning rhythm and activate clients without making one office system mandatory.
~15 min
- 03
The Midyear Projection Cycle
Deliver Cycle One from questionnaire return through projection report and optional meeting.
~15 min
- 04
The Fall Strategy Cycle
Deliver a broad strategy report and run the fall conversation without making the meeting a bottleneck.
~15 min
- 05
Advisory, Implementation, and Client Responsibility
Guide next steps, use specialists and reminders appropriately, and preserve the boundary between advising and owning the client decision.
~15 min
Related courses
Course 08
Form 1040 and Tax Projection Fundamentals
Learn the tax return and projection from the ground up, with no prior tax knowledge assumed.
Course 09
The Top 25 Tax Planning Strategies
The twenty-five strategies that carry most real-world planning value, counted down one at a time.
Course 10
The Complete Tax Planning Strategy Library
The Next 25 beyond the core Top 25: rarer plays, specialist shelves, and the 2026 personal deduction stack.
Ready when your firm is.
Get started free, preview the Academy, and buy this course when it matches the problem in front of you.