The Certified Maverick Tax Strategist designation is a performance-based credential that validates your ability to build, communicate, and deliver strategic tax planning at a high level.

It is valuable because:

• It focuses on execution, not just education

• It includes twelve IRS-approved Continuing Education hours

• It is a trademarked credential, not a generic course

• It provides a professional plaque, badge, and certification for public display

• It grants access to the Certified Advisor Network, launching in 2026

This certification shows clients and peers that you are operating at the top tier of strategy and leadership in the tax industry.

The IRS does not recognize or endorse private certifications.

However, the certification includes twelve hours of IRS-approved Continuing Education through an authorized CE provider. These credits are accepted for:

• Enrolled Agents

• CPAs (depending on state board rules)

• Attorneys where applicable

• Tax professionals required to meet annual CE obligations

• A physical certification plaque for your office

• A digital certificate and badge for use on LinkedIn, your website, and client proposals

• Twelve IRS-approved CE hours

• Eligibility for public listing on the Certified Advisor Network

• Public positioning as a Certified Maverick Tax Strategist

• Complete all seven training modules

• Pass a certification quiz with a score of 80 percent or higher

• Submit a strategic tax plan

• Record and submit a five-minute walkthrough video

• Complete all requirements within twelve months of enrollment

Certification is valid for twelve months.

To maintain active status, CE eligibility, and Certified Advisor Network listing, annual renewal is required.

This certification is for:

• Enrolled Agents, CPAs, and Attorneys who must complete IRS CE

• Tax professionals who want to lead with strategy, not compliance

• Financial advisors integrating tax planning into client strategy

• Professionals ready to be recognized for high-level execution

Yes. Once certified, you can display the title Certified Maverick Tax Strategist:

• On LinkedIn

• In your proposal decks

• In your email signature and client onboarding

• Inside the Certified Advisor Network directory

• In all client-facing and team-facing brand materials

No. This is not a software subscription or product license.

This certification stands on its own. During your training, you will use a dedicated planning environment to build and test your strategies. This tool is used to enhance your skills, not to sell software.

Like a drill replaces a screwdriver, the tool helps you move faster and more effectively. But the mission is not about the tool. It is about empowering Mavericks — professionals who do not conform, who think independently, and who lead.

The Certified Maverick Tax Strategist™ Program officially kicks off in late October 2025.

Depending on the commitment on finishing the modules, it can be finished within 3-5 days. The course work has a total time of approx. 24 hours. A live final exam with a Maverick Advisor to cap it off.

No, this certification is for all levels of expertise.

Because our digital courses provide immediate access to valuable knowledge through recordings, modules, and exams, we are unable to offer refunds once access has been granted. All sales are final, as the information, materials, and knowledge cannot be returned once delivered.

• The Buy One, Get One Team Certification Offer is only available during the live event.

• You need to make a deposit before Sunday Midnight, Sep 21 11:59 PM CST, to lock in the Fast Action Bonuses.