Why Should You Use a Certified Tax Specialist™ as Your Financial Advisor?

Why Should You Use a Certified Tax Specialist as Your Financial Advisor?

Why Should You Use a Certified Tax Specialist™ as Your Financial Advisor?

GuideSpring Wealth Strategies, LLC’s chief advisor, Nathan Wilson, was recently awarded with one of the only nationally recognized tax designation, CTS™ (Certified Tax Specialist™) by the Institute of Business & Finance (IBF). This designation is conferred upon candidates who complete a 135+ hour educational program focusing on personal income taxes and methods to reduce tax liability.

CTS™ certification requires mastery of the basic income tax formula and its computation, retirement plans, deductions, credits, capital gains, depreciation, payroll taxes and tax planning. According to a representative at IBF, “No one likes to talk about taxes. Most people are intimidated by the subject matter. Yet, tax reduction can be surprisingly easy.”

Nathan had to pass three comprehensive exams, complete a written case study as well as adhere to the IBF Code of Ethics and IBF Standards of Practice. He must also fulfill annual continuing education requirements.

The CTS™ program is designed for brokers and advisors who have clients interested in maximizing their after-tax returns as well as reducing their overall tax liability.

So, why should you use a Certified Tax Specialist™ as your financial advisor?

A Certified Tax Specialist™ (CTS™) is an educated, experienced and qualified professional.

They are able to provide basic and advances guidance on a wide range of income and taxation topics. With their help and knowledge you can:

  • Calculate and understand tax liability
  • Find ways to reduce taxes
  • Discover new credits and special taxes
  • Learn more about capital gains and losses

They are also able to assist you in the areas of expensing, tax credits, income splitting, gifting, inheritances, deduction maximization and audit maximization.

As a CTS™, Nathan does all of these things for our clients, based on their needs. GuideSpring Wealth Strategies, LLC’s mission is to gain a full understanding of your goals to help identify and develop tax strategies that best meet your needs. We are committed to developing the best strategies for you, your family, and your business to help meet your goals.

Our process involves data gathering that we then use to create a plan based on Nathan’s advanced knowledge of income taxes and tax reduction strategies.

We are not tax preparers or CPAs, but rather we discuss and plan tax savings that you will be able to take advantage of in the future.

It’s important to always research any potential advisor you may work with to get an understanding of what they do and their qualifications.

If you would like to work with a Certified Tax Specialist™ and think GuideSpring Wealth Strategies, LLC can help you, please get in touch. We are registered in the states of Colorado and Texas so please don’t hesitate to reach out to us.

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