July 7, 2021

San Diego, CA, July 6, 2021 – The Institute of Business & Finance (IBF) recently awarded Jeffrey Mohlman with the only nationally recognized tax designation, CTS™ (Certified Tax Specialist™). This graduate-level designation is conferred upon candidates who complete an 135+ hour educational program focusing on personal income taxes and methods to reduce tax liability. The combined top state and federal bracket can easily exceed 40%.

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 IBF, “No one likes to talk about taxes. Most people are intimidated by the subject matter. Yet, tax reduction can be surprisingly easy.”

The student must pass two comprehensive exams, complete a written case study as well as adhere to the IBF Code of Ethics and IBF Standards of Practice as well as 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.

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By Jeff Mohlman

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Jeffrey has developed a comprehensive network of financial planning and estate planning experts who work for their client’s short-term and long-term goals. Today, the approach he incorporates for his clients follows three basic tenets: 1) being debt-free, 2) maximizing after-tax retirement income, and 3) protecting their estate from unforeseen risks.