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Advanced Tax Mentorship Program
Introduction
Welcome Message and Overview of the Program
Program Schedule and Structure
Importance of Tax Mentorship
How to Make the Most Out of the Program
Creating Work Practices
Standard Operating Procedures
Orientation Overview
Setting Up Your Business
Requirements to Become A Tax Pro & Setting Up Your Biz Video 07/13/2024 (68:49)
Brand Image & Content
Basic Marketing I
Basic Marketing II
Basic Marketing III
Basic Marketing IV
Tax Fundamentals
Understanding Tax Laws and Regulations
Types of Taxes and Their Implications
Tax Compliance and Reporting
Refresher Course: Filing Status, Dependents, Qualifying Relative Video 07/13/2024 (17:03)
Refresher Course: Earned Income Tax Credit Video 07/13/2024 (10:01)
Refresher Course: Gross Income, Taxable & Nontaxable Income Video 07/13/2024 (9:16)
Refresher Course: Dividends & Capital Gains Video 07/13/2024 (15:41)
Refresher Course: Recap w/ Live Recorded Q & A 07/13/2024 (9:15)
Deeper Dive Into Taxes
Schedule A Training
Live Video Training Schedule A Training 07/20/2024 (36:44)
Business Development I: Sole Proprietor
Business Development II: Limited Liability Company
Business Development III: Limited Liability Partner
Business Development Video Training 07/20/2024 (Sole Pro, LLC, & LLP) (30:35)
Business Development IV: Breakdown of Schedule C & Video Training 07/20/2024 (16:15)
Business Development V: S-Corporation
Business Development VI: C-Corporation
Creating an Additional Streams of Income
Understanding Tax Forms
Editable Flyers
Section summary
Mini Funding Course on SBA 7A Working Capital Program
Funding Requirements From SBA
Funding Application
Consultation Link
Editable Business Funding Flyer
Editable Financial Statement & Business Plans
We Help Grow Your Business Editable Flyer
Editable Types of Business Loans Flyer
Nonprofit Organizations
Course on Nonprofit Taxes
Templates To Use
Marketing For Nonprofits
IRS Publication on Nonprofit Taxes
Nonprofit Video Training Part 1.1 (32:30)
Nonprofit Video Training Part 1.2 (32:30)
Engagement Letter For Nonprofit
Proposal For Nonprofit Start Up w/ Articles & Bylaws w/ Pricing
Proposal for Nonprofit Start Up w/o Articles & Bylaws w/ Pricing Strategy
Reinstatement of Nonprofit and Filing of Taxes
Advanced Tax Concepts
Tax Planning Strategies
Intro To Tax Planning (64:50)
Overview of Payroll & Taxes Part I 11/09/2024 (32:26)
Overview of Payroll & Taxes Part II 11/09/2024 (39:34)
Tax Saving Strategies I (64:50)
Tax Savings Strategies II WOTC & Form 8850 (51:59)
Editable Tax Planning Questionnaire Worksheet
Case Studies and Practical Applications
8821 vs 2848 and Obtaining a CAF # (51:59)
Editable Tax Planning Questionnaire Worksheet
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