Coaches' Corner

Customized solutions for your firm from the experts who know best

 
 
#XYPNLIVE2021_CoachesCorner_Carolyn

Expert coaches? Check. Expert advice? Double check.

You have questions, our expert coaches have answers. The highly coveted Coaches' Corner will be back in 2021—providing real solutions to address the pain points keeping you awake at night. 

Test out your marketing ideas, hone your sales process, receive one-on-one compliance support, get help from our bookkeepers, and much more! Coaching clients share their pressing issues, and walk away with actionable takeaways to improve their firms.

How to secure a coaching spot


Coaching sessions are available on a first-come, first-served basis. Confirmed attendees may register for one session of their choice, subject to availability. Attendees will receive an invitation via email based on when they purchased a conference pass

  • Zone 1: First chance to book coaching for those who purchased a pass on or before 10/18/20. 
  • Zone 2: Second opportunity to book coaching for those who purchased a pass between 10/19/20–12/31/20. 
  • Zone 3: Third opportunity to book coaching for those who purchased a pass between 1/1/21–3/31/21. 
  • Zone 4: Final opportunity to book coaching for those who purchased a pass between 4/1/21–7/1/21.

Coaching sessions book quickly. For your chance to secure a spot in Coaches' Corner, get your #XYPNLIVE 2021 pass early!

#XYPNLIVE2021_CoachesCorner_Travis

 

 
 

Tax Preparation & Planning

 
 
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Tax Considerations for Business Owners

In his corner, XY Tax Solutions Tax Manager, Dan Ritter, CPA, will cover everything from capitalization policies and accountable plans to common startup deductions to those extra special business owner deducatons you want to be sure you're taking advantage of (we're talking home office, reimbursable expenses, mileage—the whole nine yards). He'll also dive deep into the nitty-gritty of documentation, such as filing a 1099-MISC or 1099-NEC.

Dan Ritter, CPA

After graduating from Norwich University in 2009 with a Bachelor of Science degree in Accounting, Dan Ritter served as an officer in the United States Marine Corps for seven years. In 2016, Dan joined a tax firm in Bozeman, MT and fulfilled the role of a Staff Accountant/CPA for over four years. Dan also graduated with a Master of Professional Accountancy Degree from Montana State University in 2017. Dan specializes in tax for individuals and small businesses, bookkeeping, financial accounting, and QuickBooks Online.

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#XYPNLIVE_CoachesCorner_MichaelLaw

Everything You Need to Know About S Corp Elections

Is your firm considering becoming an S corp? Or maybe you're contemplating combining your S corp with a Solo 401(k) to maximize your retirement plan contributions? Both of these decisions can save on self-employment taxes and help you funnel more money into retirement. To find out how, sit down with XY Tax Solutions Senior Tax Manager Michael Law, CPA(To get the best estimate of just how much you can save, come prepared to discuss what financial planners earn in your area.)

 

Michael Law, CPA

Michael Law has 22 years of experience including time spent as Vice President of Tax Operations at Goldman Sachs. Other hats he has worn throughout his career include Supervising Senior Accountant, Tax Manager, Audit Manager, and Tax Partner.

He's been published or quoted in Accounting Today, Small Biz Daily, Business News Daily, and more. Michael holds a Masters of Science in Taxation from Golden Gate University and a Bachelor of Science in Business Administration from California State University.

As Managing Director of XY Tax Solutions, Michael will lead our in-house team of tax experts, ensuring the highest standards are met while serving as your in-house team.

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#XYPNLIVE_CoachesCorner_SamNguyen

Your Tax Planning Questions, Answered

Employee stock options. Asset location and tax implications. Roth versus traditional. Cryptocurrency taxation. End-of-year tax planning. Have these tax topics left you scratching your head wondering which way's up? Then be sure to join XY Tax Solutions Senior Tax Manager, Sam Nguyen, CFP®, EA, who will deconstruct and demystify complex tax questions—and make it look oh so easy.

Sam Nguyen, CFP®, EA

Sam Nguyen has over 11 years of experience in tax planning and preparation in the financial planning industry. He is an Enrolled Agent, a CERTIFIED FINANCIAL PLANNER™, and graduated from Virginia Tech’s financial planning program in 2009.

Sam has extensive experience working with financial planners and their clients, and knows that understanding the goals and the comprehensive financial planning picture of a client allows for better tax planning and advising.

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What past coaching clients are saying...
Paul Sydlansky

Paul Sydlansky

Founder
Citrine Capital

"My 30 minutes with Jen in Marketing was the most valuable experience at the conference!"

Andre LaPlante

Andre LaPlante

Co-founder
Capital Design Private Wealth

"The most I got out of #XYPNLIVE was my coaching with Kingston for compliance. That was worth it for the whole stinking thing."

Christine Centeno

Christine Centeno, CFP®

Founder
Simplicity Wealth Management

"Great input from Carolyn during my coaching session. Things I can do to further hone in on my niche."

Mark Wilson

Mark Wilson, CFP®

Founder
MILE Wealth Management

"My coaching session with Katie was helpful. We discussed several items to consider for my website. I left with three different software solutions to explore."

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to work ON your business.