PRESS RELEASE | Updated on November 1, 2022 | by Anne Franks
FOR IMMEDIATE RELEASE
San Diego Tax Planner Earns Certified Tax Coach Designation
San Diego, California – June 29 2012 Dave Heistein announced today that he is one of just 100 tax professionals who has completed the American Institute for Certified Tax Coaches’ training academy leading to the Certified Tax Coach designation.
“Taxpayers who really want to beat the IRS can’t wait for their accountant to work magic with a stack of receipts on April 15,” says Heistein. “They need a plan for taking advantage of every deduction, credit, loophole, and strategy allowed.”
“Traditional tax professionals 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 Coaches. “Our program is different,” she continues. “We don’t just help our client’s record history. We help them write it, with a complete menu of advanced tax-planning concepts and strategies.”
The Certified Tax Coach 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, Dave Heistein completed an intense three-day training program. He has also agreed to abide by the AICTC Code of Ethics and complete 24 hours of tax-planning continuing education each year.
More information is available online www.profitwiseaccounting.com
Contact: Dave Heistein, CTC CPA
Profitwise Accounting
4660 La Jolla Village Dr Ste 100,
San Diego, CA 92122
Telephone: (619) 819-0252
Email: press@profitwiseaccounting.com
Website: profitwiseaccounting.com
Anne is Director of Operations at Profitwise after joining the team in 2018.
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