Celebrating Tax Planning Coach Certification Success in San Diego

Last week, I proudly earned my Certified Tax Planning Coach designation during an intensive and rewarding program in San Diego. This achievement represents a major milestone in my commitment to helping clients proactively reduce their tax burden through strategic, year-round planning—not just reactive preparation.

The certification training brought together forward-thinking professionals focused on mastering advanced strategies in tax reduction, entity structuring, and wealth preservation. We dove deep into case studies, cutting-edge tools, and methods proven to help business owners, real estate investors, and high-income individuals keep more of what they earn—legally and ethically.

Receiving this certification means I can now offer even more value to my clients, combining real-world tax knowledge with strategic foresight. Instead of waiting for tax season surprises, I now help create plans that optimize deductions, reduce liabilities, and align with long-term financial goals.

I’m excited to bring this next level of service to my firm and look forward to helping more clients build wealth and gain peace of mind through smarter tax planning. If you’re ready to stop overpaying the IRS and start planning with intention, let’s talk!

— Dawn Gunter, Certified Tax Planning Coach