OnlineĀ Course Catalog
Available Courses
The Trifecta Delivery Kit: Templates + Automation for Pro Advisors
Create professional Trifecta presentations without starting from scratch. This package includes three fully customizable Canva templates plus a step-by-step tutorial, giving Mark Kohler Certified Tax Pro Advisors a consistent, client-friendly way to present tax, legal, and wealth-building strategies during Comprehensive Tax Consultations. Simply add your branding, personalize your recommendations, and spend less time designing and more time advising.
$247.00 USD
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S CORP Hero Playbook
From compliant to S Corp Hero. In the S Corp Hero Playbook, Julie shares her top selling strategies for packaging the complete S Corp client journey, from registration and compliance to ongoing tax savings. Learn how to deliver a high value service that supports clients at every stage of their S Corp journey.
Deliver A Tax Review VideoĀ to Raving Clients
Clients rave about these personalized tax return review videos! Learn Julie's step-by-step process for using Loom to explain tax returns like a pro and securely deliver each video through TaxDome chat. Create a repeatable workflow that reduces meetings, wins over clients, and helps you reclaim your calendar during tax season.
Gain Confidence in Equity Comp and Taxes
Equity compensation does not have to feel overwhelming. Learn how to confidently prepare tax returns and advise clients with RSUs, ISOs, NSOs, and other employee stock transactions. Understand the tax treatment, review common tax documents, identify cost basis and reporting issues, spot planning opportunities, and explain complex equity compensation topics in client-friendly language so you can reduce errors, expand your expertise, and become the trusted advisor your clients need.
Go 100% Digital
Learn Julie's step-by-step process for using Adobe Acrobat and the TicTie Calculate plugin to organize client documents, add annotations and calculations, document open items, and create clear, review-ready tax files. Build a consistent digital workflow that improves team communication, streamlines the review process, and saves valuable time during tax season.
Get CA Tax Savvy!
Learn the practical tips, common issues, and California-specific intricacies Julie uses to train her own team on individual and business tax returns. This is not an all-inclusive California tax course, but a helpful ātop hitsā training designed to help you recognize common differences, avoid potential errors, know when additional research is needed, and approach California returns with greater confidence.
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Train and prepare your client support team to become effective ambassadors for the firm. The course helps your team understand your ideal client, recognize their needs, clearly communicate the value of your services, and confidently guide qualified prospects toward booking a discovery call, so you can grow your firm without personally managing every new client inquiry.