The AICTP™ 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 other powerful tax-planning strategies. In addition to the initial three-day training program required to earn the designation, Certified Tax Coaches must meet annual continuing education requirements centered around tax-planning and adhere to the AICTP™ Code of Ethics.
“With a Certified Tax Coach™ designation, I am better positioned to support clients with tax planning and preparation, and better positioned to guide them towards their personal and business financial goals,” Coughlan said. “In a field with frequently changing rules and regulations, focusing on continuously building knowledge and expertise is the only way to provide top quality guidance.”
With a bachelor’s in accounting from Bentley University, Coughlan is also a Certified Public Accountant. Prior to joining LTax in 2020, Coughlan specialized in small business and high-net-worth individual tax consulting. He also worked as part of the Personal Financial Services team at a Big Four accounting firm, where he consulted with ultra-high-net-worth individuals and their businesses.
“At LTax, we do so much more than prepare tax returns,” Coughlan said. “This focus on staying up-to-date on the most innovative tax strategies is one key way that LTax is able to provide clients with leading-edge tax preparation and consulting.”
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About LTax
Headquartered in Boca Raton, Florida, LTax is a boutique tax firm focused on tax planning, preparation and strategy for entrepreneurs, individuals and families. At LTax, tax engagement does not begin and end with tax return preparation. With an emphasis on personalization and communication, LTax approaches tax preparation and planning proactively, tirelessly researching tax mitigation strategies with a focus on developing actionable recommendations that benefit clients.
The LTax team conducts more than 1,500 consultations annually for families and entrepreneurs, while partnering with wealth planning professionals and estate planning consultants to map out comprehensive tax mitigation strategies.
LEGAL OR TAX: The information herein is not legal, such as trust or estate planning, advice, or tax advice. Any such information is provided for illustrative purposes only and must not be relied upon without the benefit of the advice of your lawyer and/or tax professional. Lido specifically disclaims any liability from any reliance on such information. Lido is not a legal service provider or tax professional and does not offer legal or tax advice. Should you desire to obtain tax or legal services or advice, you must enter into your own, independent engagement agreement with a licensed attorney or tax professional.