The Certified Tax Strategy Specialist (CTSS) covers 70+ advanced tax strategies aimed at enhancing tax efficiency for small businesses, high-net-worth individuals, and real estate investors. The course includes topics such as capital gains deferral, entity selection, C-Corp stock incentives, retirement planning, and tax credits. You’ll also dive into tax tactics for real estate investments and estate planning under the SECURE Act, ensuring that you’re equipped to advise clients on maximizing their tax savings and wealth.
This course will equip you with advanced tax strategies that can directly benefit your clients and improve your tax advisory services. You’ll gain practical insights into areas like tax-efficient retirement planning, capital gains deferral, tax credits, and real estate tax strategies. Whether you're working with small business owners, high-net-worth individuals, or investors, CTSS will help you navigate complex tax scenarios, optimize savings, and stay current with federal and state tax updates. These strategies will make you a more effective advisor, capable of providing long-term solutions for your clients.
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70% in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates.
5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.
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