Auburndale, FL – Lynn A. Schmidt, EA, ARA, CTP, announced today that she is now a member of an elite group of professionals who has completed the American Institute for Certified Tax Planners’ training program, leading to the designation of Certified Tax Planner™.
“Taxpayers who really want to beat the IRS can’t wait for their accountant to work magic with a stack of receipts on April 15th,” says Schmidt “They need a plan for taking advantage of every deduction, credit, loophole, and strategy allowed.” This year alone I’ve been able to save business professionals between $5,262 and $462,812 in taxes….and that is for just one year!
“Traditional tax preparers focus on putting the right numbers in the right boxes, on the right forms,” says Dominique Molina, a San Diego-based CPA and Director of the American Institute of Certified Tax Planners. Schmidt says “Our program is different. We don’t just help our clients record history, we help them write it – with a complete menu of advanced tax planning concepts and strategies.” Schmidt goes on to say “good tax planning does not just happen by accident.”
The Certified Tax Planner™ program focuses on court-tested, IRS-approved strategies for minimizing Alternative Minimum Tax, maximizing deductions from real estate and passive activities, maximizing retirement savings, and similarly powerful strategies. As taxes rise to cover increased government spending, this sort of proactive planning will become even more important in the future.
To earn the designation, Schmidt completed an initial intense training program followed by ongoing, hands-on training, as well as, working through and strategizing on numerous tax plans. She has also agreed to abide by the AICTP Code of Ethics and complete 24 hours of tax planning continuing education each year. This specialized education is in addition to numerous hours of continuing professional education she completes each year in the areas of Tax, Retirement Planning, Senior Issues, and financial services strategizing and training.
Schmidt is also an Enrolled Agent, a federally licensed tax professional who has demonstrated technical competence in tax law, and is an Accredited Retirement Advisor (ARA). Enrolled Agents are the only taxpayer representatives licensed to practice by the United States Government. Most people think that tax season ends with April 15th. Schmidt contends that April 16th is actually the beginning of a “New Year” for tax planning and adding the Certified Tax Planner designation to her Enrolled Agent and Certified Tax Coach designations strengthens the tax planning skills that Schmidt has at her disposal to empower her clients to pay the “lowest, legal tax possible.”
Visit our Certified Tax Coach website at www.taxplannerfl.com today for more information.