fbpx

Building The Premier Accounting Firm

Going Beyond Tax Planning w/ Dominique Molina

Roger Knecht

Roger Knecht

President of Universal Accounting Center

Episode Details

This week, Roger has a chat with certified tax planner and tax issues expert Dominique Molina.  They talk about how you can realize your full potential as a tax planner, getting beyond tax preparation and tax planning for your clients and how you can save your clients money through advisory services.

 

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Dominique Molina

 

Co-Founder and President of the American Institute of Certified Tax Planners

 

Editor-In-Chief, Thinking Outside The Tax Box

 

Dominique is an accomplished keynote speaker, teacher, best-selling author, and mentor to tax professionals across the United States. She frequently appears in print, television, and radio programs, including CNN Money, and was named one of the 40 Most Influential Accountants by CPA Practice Advisor Magazine.

 

Dominique is the co-founder and President of the American Institute of Certified Tax Planners.

 

She trains and certifies CPAs according to her own high standards for advisory excellence and tax reduction goals. In 2009, Dominique began to create 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. AICTP’s growing network of tax professionals successfully reaches over 300,000 entrepreneurial businesses throughout the country with Dominique having licensed over 800 tax planners, both nationally and internationally.

 

Prior to founding the American Institute of Certified Tax Planners, Dominique successfully established her own practice, a San Diego-based, full-service tax, accounting and business consulting firm, serving hundreds of business owners and investors across the country.

 

Preceding this, Dominique assisted a variety of clients for the largest independently owned CPA firm in San Diego.

 

 

Sponsors:

Universal Accounting Center

  • Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

 

Offers:

 

Check out the American Institute of Certified Tax Planners

 

  • Turnkey Business Plan, Strategic Selling & Selling With Confidence
  •   Webinar: Universal CRM

 

 

For Additional FREE Resources for accounting professionals check out this collection HERE!

 

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

 

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

 

Also, let us know what you think of the podcast and please share any suggestion you may have.  We look forward to your input: Podcast Feedback

 

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Related Episodes

ep138-300x169.jpg.webp
Accounting
Robert Knecht

Forget Aggression, Sell With Compassion w/ Chandler Walker

This week, Roger chats with psycho-sales expert Chandler Walker about abandoning the old-school sales tactics of aggression and selling with compassion in mind. Chandler shares how he came up with his Compassion Conversation sales system, by applying cognitive behavior therapy and other Wellness ideologies to

View Episode »

Subscribe To Our Podcast

Get notified when new episodes are released

Subscribe To Our Podcast

Get notified when new episodes are released

Schedule an appointment at your convenience

We look forward to speaking with you