Membership Details
Our Insider’s Circle Membership programs provide you with the ongoing support and confidence you need to grow and manage your tax resolution practice. Every month there is new information, trainings and guidance in Marketing, Sales, Case Management or Resolution.
| Included with Membership | Available Add On | |
|---|---|---|
| $595/mo + $2,500 On-boarding fee | ||
| Core Features | ||
| Academy Investment Included (if registered early) | ||
| Business and Marketing Consulting | ||
| CTSR's Closed Facebook Group Access | ||
| CTSR's Virtual Sales Assistant | ||
| Mastermind Coaching Calls | ||
| Monthly Coaching with Simon Singer | ||
| Members - Only Video Training Library | ||
| Objectiview Access | ||
| Real Estate Deduction Program | ||
| Tax Reduction Plan for Small Business | ||
| Estate Planning Documents | $495/Year | |
| InsMark Software: | ||
| Platinum Plus Package | $295/mo. | |
| Platinum Package | $245/mo. | |
| Wealthy and Wise & Illustration System | $125/mo. | |
| Membership Features | Included with Membership | Membership Add-On |
| Academy Investment Included (if registered early) | ||
| Business and Marketing Consulting | ||
| CTSR's Closed Facebook Group Access | ||
| CTSR's Virtual Sales Assistant | ||
| Mastermind Coaching Calls | ||
| Monthly Coaching with Simon Singer | ||
| Members - Only Video Training Library | ||
| Objectiview Access | ||
| Real Estate Deduction Program | ||
| Tax Reduction Plan for Small Business | ||
| Estate Planning Documents | $495/Year | |
| InsMark Software: | ||
| Platinum Plus Package | $295/mo. | |
| Platinum Package | $245/mo. | |
| Wealthy and Wise & Illustration System | $125/mo. |
As a member you’ll receive these exclusive benefits:
ACADEMY INVESTMENT INCLUDED
Virtual Academy registrations will be automatic. Live Academies, Members must register within 14 days of registration opening; thereafter, the investment will be charged at 50% of the current Member Registration Investment.
BUSINESS AND MARKETING CONSULTATION
No matter how good or successful you are, occasionally you need one-on-one coaching and consulting. Simon and/or Brad offer you a total of one hour per month. During these calls, they can identify areas of your business that can be improved, uncover additional strategies and opportunities, strategize your meeting with a client, or even discuss the language of how to engage with the affluent market and/or the professional advisor community. These calls must be scheduled in advance and will be recorded.
ACCESS TO CTSR’S CLOSED FACEBOOK GROUP
The CTSR features a private Facebook group for members who are interested in connecting with other members and taking their cases to the next level.
ACCESS TO CTSR’S VIRTUAL SALES ASSISTANT
You will have access to an online resource that includes explanations of different sales strategies along with fully customizable presentation materials.
MASTERMIND COACHING CALLS
Engage with the management team and/or strategic alliance partners and members routinely on a monthly coaching call/webinar held on the last Friday of each month (excluding Academy months). These calls/webinars are designed to cover any of the following areas: (a) mentoring, (b) CTSR updates, (c) strategic alliance partner training, (d) live case studies and/or strategies, and (e) open forum discussions amongst the founder, CTSR Team, and members.
MONTHLY COACHING CALL WITH SIMON SINGER
Spend an hour each month with Simon Singer, lifetime Top of the Table, on the topic of your choice – from a specific case to how to improve your practice income.
MEMBERS-ONLY VIDEO TRAINING LIBRARY
CTSR members will have access to a Member’s Only training portal. Here, members have access to hundreds of training videos and materials that have been recorded by the founder, Simon Singer, Faculty Members, past webinars, and Academy audio and/or video.
OBJECTIVIEW ACCESS
ObjectiView is a firm that specializes in policy analysis. Their goal is to manage and not always replace the client’s policy.
REAL ESTATE DEDUCTION PROGRAM
Tangible Property Regulation expert identifies negative 481(a) adjustments and removes those expenses from the depreciation schedule. Often the expenses/improvements made 10, 15, and 20 years ago are now treated differently. This work can deliver improvements in basis and reduction of capital gains. These reductions create substantial tax savings that can be used to solve for and fund long-term planning needs.
TAX REDUCTION PLAN FOR SMALL BUSINESS
A Comprehensive review of two years of corporate and personal returns for your business owner clients/prospects. These reviews are conducted by a tax attorney who specializes in identifying unnecessary taxes paid. These savings can help to fund your clients’ product needs.