Nov 11, 2019
My guest today is Dominique Molina. Dominique is the co-founder and President of the American Institute of Certified Tax Coaches. As the driving force and visionary behind the San Diego-based company, she set out to change the way tax professionals approach tax planning. She created an elite network of tax professionals including CPAs, EAs, attorneys and financial service providers who are trained to help their clients proactively plan and implement tax strategies that can rescue thousands of dollars in wasted tax. Dominique is also a published author of two books on taxation.
In this conversation, we discuss advanced tax
reduction. Dominique shares some of the best ways financial
advisors can provide proactive planning to help solve the
challenges of America’s taxpayers. Advisors bring a world of
opportunity and awareness of the danger in the world for their
clients, and when it comes to tax planning there is a need for
renewed professionalism that is client focused. Dominique shares
about the major difference in automated tax planning vs. advisor
led is the client needs and the judgement of the professional
advisor. The advisor’s judgement is the added value to the
expertise that is brought to the table and it truly is the
competitive advantage to make you the trusted advisor.
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