
Get Out The Gate Fast
Follow these2 steps
Get started with the mandatory training program:
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TSP University & Toolkit (bookmark this page):
Here is a good overview of the tax strategy planning process
The Tax Strategy Process
Intro to Tax Strategy Planning
Webinar with Jeff Mohlman 6-28-2021
How The Money Works
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AIA takes 33% of the taxes recovered for the R&D Tax Credit process
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AIA takes 20% of the taxes recovered for the ERTC
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How the client pays:
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AIA will determine the total amount of taxes they will recover.
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Before AIA files for the amended return, the client pays AIA 50% of the recovery amount up front
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The Agent receives 5% of the 33% of the recovered amount and continues to receive the commission on the tax strategy implemented in future years.
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AIA takes full responsibility for representing the client for any potential audits (they never lost an audit - out of $100MM recovered last year, they only had only 6 audits and won every single one.
Weekly Zoom Training - TBD
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https://us02web.zoom.us/j/86952075178?pwd=RlpQWldodEFobXZlWmhrWGVLVU5DUT09
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Meeting ID: 869 5207 5178
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Passcode: 113639
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Training Documents
Consultant Training Manual:
click here
Employee Retention Tax Credits (ERTC) Flyer (Branded): click here
Qualified Research Activities (QRA) Examples by Industry: click here
R&D Tax Credit Personalized Brochure Example (Branded): click here
Tax Strategy Pro (TSP) R&D Brochure (Fillable): click here
Tax Code Section 41 on R&D Tax Credits: click here
Updated FAQ Google Document: click here
The Process (download)
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Agent schedules a discovery call on Kevin Russell's Calendy Link with the Client (please tie this down hard)
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Agent reminds the Client about the call one to two days prior to the appointment
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Kevin and the Agent are on the discovery call with the Client
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If qualified, Kevin emails out:
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To the AIA Admin: Client Info
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To the Client: Business Qualification Form (BQF)
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To the Agent: Copy of the BQF
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Kevin schedules the AIA interview call (recorded - Client only on the call)
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If the Client qualifies the AIA Admin:
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emails the Client the required tax documents and wage summary to be returned via a secure dropbox folder
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When the Technical Writer returns the transcribed interview the Admin forwards to the Agent for review.
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The Agent authorizes the Admin to forward the Docusign agreement to the Client
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Owner signs
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Agent is copied
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Admin is copied
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The Documents
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R&D Factfinder - click here
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Tax Documents Required - click here
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Wage Summary Spreadsheet - click here
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ERTC Survy Form - click here
More Training
Audio From the Differentiate Conference
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Tax Strategy Pro - Part 1 - https://soundcloud.com/alex-abuyuan/tax-strategy-pro-part-1/s-2DaidlB5V3X?in=alex-abuyuan/sets/differentiate-conference-2021/s-vXp04f9cVsI
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R&D Tax Credits - https://soundcloud.com/alex-abuyuan/r-d-ertc-tax-credits/s-CnUBhkq2yWD?in=alex-abuyuan/sets/differentiate-conference-2021/s-vXp04f9cVsI