Nashville, TN
Addicus Family Office
Thank You!
Addicus Family Office
organized but very vague
Addicus Family Office
I thought it was central time zone
Addicus Family Office
enjoyed the webinar
Addicus Family Office
good knowledgeable speaker with valuable information.
Addicus Family Office
The content of this webinar was not what i had expected.
Addicus Family Office
Good Info. Audio was hard to hear.
Addicus Family Office
Excellent presentation of subject matter.
Addicus Family Office
-
Addicus Family Office
hi
Addicus Family Office
5
Addicus Family Office
Good
Addicus Family Office
Not being able to answer the polling questions other than that everything went well
Addicus Family Office
n/a
Addicus Family Office
Great
Addicus Family Office
it was ok. I have seen better
Addicus Family Office
good
Addicus Family Office
informative and good speaker, thank you
Addicus Family Office
good
Addicus Family Office
Great job!!!!
Addicus Family Office
The evaluation still capitalizes every word. Why? It does not do it in this box.
Addicus Family Office
WOULD YOU PLEASE SEND ME A LINK TO PRESENTATION
Addicus Family Office
na
Addicus Family Office
we had multiple technical issues with polling questions
Addicus Family Office
great!!!!!!!!!!!!!!
Addicus Family Office
Thank you
Addicus Family Office
Well done!
Addicus Family Office
Excellent and ver good experience
Addicus Family Office
I did enjoy the webinar but I really need more everyday topics
Addicus Family Office
Very Good
Addicus Family Office
I was unable to join the webinar, I did a Q&A with Barry and submitted my polling answers through the chat function. Tiffany C Stevens email address tiffany.stevens@yahoo.com or tiffany@larson-accounting.com. I am not sure which email adress my account is registered under.
Addicus Family Office
It was informative
Addicus Family Office
It worked okay, but I was not comfortable with using zoom. It worked this time, but not in the past, which made me nervous about losing the ability to be on the seminar.
Addicus Family Office
Awesome
Addicus Family Office
great job
Addicus Family Office
N/a
Addicus Family Office
GOOD
Addicus Family Office
Great and relevant teacher, materiel and presentation!
Addicus Family Office
excellent
Addicus Family Office
great program
Addicus Family Office
Very good. Thanks!
Addicus Family Office
I rate this training 5 star.
Addicus Family Office
3
Addicus Family Office
3
Addicus Family Office
Na
Addicus Family Office
Great instructor that gave you real examples to reference.
Addicus Family Office
Great
Addicus Family Office
The webinar was great. The questions are not that great though.
Addicus Family Office
While too real estate focused, the content that I listened to (before tuning out) seemed well presented. Nothing against the presenter, just not nearly as relevant as I'd hoped.
Addicus Family Office
N/A
Addicus Family Office
Very Good
Addicus Family Office
It was a good first experience with a My-CPE webinar
Addicus Family Office
Jamie Pope was very knowledgeable and delivered very relevant material and an easy to understand presentation.
Addicus Family Office
5 star for training
Addicus Family Office
Very good webinar!
Addicus Family Office
2 stars
Addicus Family Office
Very Good
Addicus Family Office
Talk pace was just a little too fast for me but otherwise everything was good.
Addicus Family Office
TOPIC WAS NOT ENTIRELY RELEVANT TO MY PARTICULAR TAX PRACTICE.
Addicus Family Office
Na
Addicus Family Office
Na
Addicus Family Office
Great!
Addicus Family Office
n/a
Addicus Family Office
THANK YOU,
Addicus Family Office
Waste of time
Addicus Family Office
GOOD
Addicus Family Office
Great job
Addicus Family Office
good
Addicus Family Office
Thank you for offering free CPE
Addicus Family Office
great webinar
Addicus Family Office
The webinar was put together very well, from a technology standpoint it was very well done. My issues were with the presenter using the webinar as a sales pitch.
Addicus Family Office
Excellent!
Addicus Family Office
The instructor was very knowledgeable about the content and kept my attention.
Addicus Family Office
Thank you!
Addicus Family Office
Great.
Addicus Family Office
*****
Addicus Family Office
Great Webinar!!
Addicus Family Office
Please email my CPE certificate and take me off any marketing email lists. Thank you.
Addicus Family Office
-
Addicus Family Office
Good
Addicus Family Office
found it valuable
Addicus Family Office
excellent.
Addicus Family Office
I would prefer more in depth coverage of topics like iClat and fewer topics. Overall course was interesting with good handouts for further study
Addicus Family Office
It was good for me
Addicus Family Office
This was a wonderful webinar. The speaker was engaging and provided the information in a clear and understandable manner.
Addicus Family Office
Good job
Addicus Family Office
Even though I don't use these credits much, the material was very informational.
Addicus Family Office
Kept my attention with relevant information
Addicus Family Office
Kept my attention with relevant information
Addicus Family Office
Great. very helpful
Addicus Family Office
Good program
Addicus Family Office
Good program
Addicus Family Office
I was grateful for the class
Addicus Family Office
The seminar was well organized and well presented.
Addicus Family Office
good
Addicus Family Office
This CPE class surrender valuable information pertaining to the tax deficiencies and years of going backwards to claim credits.
Addicus Family Office
This CPE class surrender valuable information pertaining to the tax deficiencies and years of going backwards to claim credits.
Addicus Family Office
it was ok
Addicus Family Office
Very good and timely class! Thank you!
Addicus Family Office
Slow
Addicus Family Office
m
Addicus Family Office
Great
Addicus Family Office
Good course
Addicus Family Office
The program was very informative. I have recommended it to my coworkers.
Addicus Family Office
the programs was interesting and well presented
Addicus Family Office
Very good - appropriate for today
Addicus Family Office
Very good.
Addicus Family Office
A useful presentation
Addicus Family Office
had some useful ideas
Addicus Family Office
It was really to the point. Thank you very much
Addicus Family Office
Nothing
Addicus Family Office
Every thing that was mentioned was brief, but as it was only an hour, I wasn't expecting it to go into a great amount of detai.
Addicus Family Office
Great
Addicus Family Office
The title of this course was somewhat misleading and I was expecting a slightly different presentation and not a sales pitch.
Addicus Family Office
Very informative and presenter had growth in depth knowledge
Addicus Family Office
The instructor was very knowledgeable. I will not have much opportunity to utilize the information shared.
Addicus Family Office
Good information presented.
Addicus Family Office
This is a great source of information
Addicus Family Office
Great instructor and good topic
Addicus Family Office
Good webinar, not being a tax professional not all content was applicable to me.
Addicus Family Office
Everything was great
Addicus Family Office
It is great that such high quality CPE is available when I can take advantage.
Addicus Family Office
The program met my needs
Addicus Family Office
Very enlightening
Addicus Family Office
wonderful instructor
Addicus Family Office
great
Addicus Family Office
The presentation was engaging and had relevant information to me.
Addicus Family Office
Very good, instructor was engaging & clear.
Addicus Family Office
Very effective course. Time used efficiently.
Addicus Family Office
It was great.
Addicus Family Office
I felt I knew as much as the instructor, but was able to pick up a couple of good reminders.
Addicus Family Office
Great webinar.
Addicus Family Office
Great
Addicus Family Office
The program was well presented and moved a solid pace.
Addicus Family Office
This was a great, fast paced webinar. I plan to use some of the concepts in practice.
Addicus Family Office
I gave a lot of neutrals in my evaluation. This is setup for one instructor review, but we had two. The first one, Jamie was really good, the materials were good and the pace was good. The second one (I believe Brad) was awful. He kept repeating that he was doing an hour presentation in 12 minutes. Why? He didn't have any video. He spoke way to fast. The presentation material was not covered I assume that was part of the condensed presentation. if he only had 12 minutes he should have prepared an appropriate presentation for it, not rushed through a presentation while it appeared he was on the phone in his car.
Addicus Family Office
timely and informative.
Addicus Family Office
It was a informative CPE
Addicus Family Office
It was a informative CPE
Addicus Family Office
It was a informative CPE
Addicus Family Office
very clear and informative
Addicus Family Office
Like drinking from a firehose! So much valuable info!
Addicus Family Office
Very good.
Addicus Family Office
Very easy and informative!
Addicus Family Office
nothing to share
Addicus Family Office
This was a well put together webinar. The instructor was knowledgeable and well spoken.
Addicus Family Office
This was a well put together webinar. The instructor was knowledgeable and well spoken.
Addicus Family Office
Program was very informing. Speakers were well prepared & easy to understand
Addicus Family Office
It was perfect for a webinar
Addicus Family Office
It was perfect for a webinar
Addicus Family Office
Thank you!
Addicus Family Office
Provided ideas to use for 2020 tax preparations and 2021 actions to implement.
Addicus Family Office
It was a good experience
Addicus Family Office
n/a
Addicus Family Office
Nice webinar for obtaining CPE.
Addicus Family Office
Excellent course thank you.
Addicus Family Office
The course was excellent thank you
Addicus Family Office
Good content, but it was inconvenient for me to track down CPE manually b/c did not participate via Zoom. I participated via web browset/phone and answered question using the group chat feature. I believe that this is why the webinar initially showed as "Missed Question" and did not award me CPE. I contacted myCPE and they fixed it promptly (great recovery!); however, I was inconvenienced by this issue. Again, good content & great follow up by myCPE.
Addicus Family Office
Probably tried to cover too much in one hour.
Addicus Family Office
Good!
Addicus Family Office
Extreme difficulty getting evaluation.
Addicus Family Office
Rushed presentation, content not very helpful
Addicus Family Office
Instructor was very knowledgeable and presented the course in an interesting manner. would highly recommend
Addicus Family Office
Good
Addicus Family Office
Thanks!
Addicus Family Office
Jamie provided some great strategies and advice
Addicus Family Office
Great presentation and very engaging
Addicus Family Office
This was a new concept to me and would greatly benefit anyone's financial planning.
Addicus Family Office
It was nice to learn the new tax planning rule.
Addicus Family Office
Thanks, good material
Addicus Family Office
Very innformative.
Addicus Family Office
timely
Addicus Family Office
I enjoyed the webinar; it brought out tax saving strategies I was not aware of.
Addicus Family Office
just needed CPE
Addicus Family Office
just needed CPE
Addicus Family Office
Great. . .
Addicus Family Office
Very good
Addicus Family Office
Very good
Addicus Family Office
Very informative. Good overview of the material.
Addicus Family Office
Great Presenter
Addicus Family Office
Good
Addicus Family Office
No issues noted during the webinar. Content was informative, but not extremely useful.
Addicus Family Office
Great webinar - thank you!
Addicus Family Office
Overall examples provided great insight into the principles discussed.
Addicus Family Office
very informative
Addicus Family Office
Very informative and lots of value.
Addicus Family Office
Great
Addicus Family Office
.
Addicus Family Office
it was positive
Addicus Family Office
very good
Addicus Family Office
n/a
Addicus Family Office
Great webinar and very relevant.
Addicus Family Office
Very good ideas. The iCLAT is intriguing.
Addicus Family Office
Excellent speakers
Addicus Family Office
Really not relevant to my position
Addicus Family Office
Jamie presents the information very well and easy to follow.
Addicus Family Office
It was very informative.
Addicus Family Office
Good.
Addicus Family Office
Worth listening to
Addicus Family Office
Great!
Addicus Family Office
Good info
Addicus Family Office
Good presentation
Addicus Family Office
Great Information
Addicus Family Office
Enjoyed looking at new ways to be able to utilize tax deductions I'd not considered before.
Addicus Family Office
Enjoyed looking at new ways to be able to utilize tax deductions I'd not considered before.
Addicus Family Office
learned some good tips
Addicus Family Office
Particularly liked the ICLAT strategy suggestion.-
Addicus Family Office
Yes.
Addicus Family Office
Well done and informative
Addicus Family Office
great up date to date information
Addicus Family Office
disappointed
Addicus Family Office
It was a good overall experience, did learn a few things
Addicus Family Office
The presenter was very knowledgeable and did a very good job of explaining each concept.
Addicus Family Office
Very informative seminar
Addicus Family Office
Information was presented in an informative and interesting way.
Addicus Family Office
Great overview. I need to delve into a couple of these topics more. Hopefully, there are more courses that do a deeper dive than what we were able to do in the allotted hour.
Addicus Family Office
I learned few things I did not before.
Addicus Family Office
NA
Addicus Family Office
Very knowledgeable and engaging speaker!
Addicus Family Office
Great webinar!
Addicus Family Office
Great webinar!
Addicus Family Office
Seminar was informative and timely
Addicus Family Office
Very informative.
Addicus Family Office
Great webinar
Addicus Family Office
Great information. I would love to learn more about the services the instructor offers.
Addicus Family Office
great
Addicus Family Office
Good
Addicus Family Office
This webinar was very good. Fast paced but at the same time the material was well thought out and easy to follow.
Addicus Family Office
Great!
Addicus Family Office
Informative
Addicus Family Office
The webinar is very informative and useful.
Addicus Family Office
it was a well spent hour
Addicus Family Office
Useful to high income clients.
Addicus Family Office
Useful to high income clients.
Addicus Family Office
thank you
Addicus Family Office
Although the information was presented very well, I don't have the client base that would be able to use the tax strategies presented.
Addicus Family Office
Good Presentation
Addicus Family Office
Overall, the topics were presented clearly and professionally. The subject matter though wasn't entirely applicable to my clientele.
Addicus Family Office
Thanks for the CPE!
Addicus Family Office
Good.
Addicus Family Office
none
Addicus Family Office
Covered the basics needed
Addicus Family Office
good presentation
Addicus Family Office
seem to hit on all the main issues of the day
Addicus Family Office
excellent and very thought provoking!!!
Addicus Family Office
Very informative webinar. Speaker covered many topics of importance as well.
Addicus Family Office
.
Addicus Family Office
Very Interesting.
Addicus Family Office
Time as allocated to the subject was not enough
Addicus Family Office
The MYCPE PRESENTATIONS ARE CONCISE AND INFORMATIVE
Addicus Family Office
great
Addicus Family Office
MyCPE is a great way to learn about what’s going on in the world of accounting and taxes.
Addicus Family Office
Good presentation
Addicus Family Office
This topic is for accountants dealing with more advanced clients than ours typically are. Still it is interesting, and could be useful in the future.
Addicus Family Office
Timely and insightful materials. Ideas that can be implemented immediately.
Addicus Family Office
Very good presentation. Good speakers.
Addicus Family Office
Both presenters knew their part of the webinar.
Addicus Family Office
..
Addicus Family Office
..
Addicus Family Office
..
Addicus Family Office
It was a good presentation
Addicus Family Office
It was good.
Addicus Family Office
This was heavily weighted toward the business/corporate world. It had some information for individuals, but not for must of the population.
Addicus Family Office
Very interesting and informative.
Addicus Family Office
Very interesting and informative.
Addicus Family Office
very good! Timely and will use with selcct clients.
Addicus Family Office
great topic
Addicus Family Office
The webinar was informative and very easy to access via Zoom.
Addicus Family Office
It was well presented.
Addicus Family Office
Good information
Addicus Family Office
Very knowledgeable and well-spoken presenters
Addicus Family Office
This was not applicable enough to my client base. But generally, good info.
Addicus Family Office
This was not applicable enough to my client base. But generally, good info.
Addicus Family Office
There are two strategies that I will almost certainly use this year!
Addicus Family Office
Ideas to use with clients
Addicus Family Office
Great informative webinar. There's never enough time for this topic.
Addicus Family Office
Nice and simple
Addicus Family Office
Nice and simple
Addicus Family Office
Good info
Addicus Family Office
Interesting presentation - utilized for CPE.
Addicus Family Office
I love these short webinars.
Addicus Family Office
Good
Addicus Family Office
It was a great webinar. I would recommend to expend the content and give it more time.
Addicus Family Office
ok
Addicus Family Office
I'm glad I attended the webinar. Learned a lot!
Addicus Family Office
good
Addicus Family Office
Great information!
Addicus Family Office
good
Addicus Family Office
EDUCATIONAL AND INFORMATIVE
Addicus Family Office
Very Good
Addicus Family Office
Overall experience was very effective.
Addicus Family Office
Good
Addicus Family Office
I liked the webinar
Addicus Family Office
Good information to have.
Addicus Family Office
Enjoyable presentation
Addicus Family Office
thank you
Addicus Family Office
Good webinar.
Addicus Family Office
.
Addicus Family Office
Great webinar! I appreciate the examples, most of which came in the Q&A, so maybe a little more time devoted to Q&A (i.e. weird situations that we can all appreciate)!
Addicus Family Office
Great webinar! I appreciate the examples, most of which came in the Q&A, so maybe a little more time devoted to Q&A (i.e. weird situations that we can all appreciate)!
Addicus Family Office
Great CPE
Addicus Family Office
Very good
Addicus Family Office
I had not previously heard of this webinar's trust tax planning technique - good to learn about this.
Addicus Family Office
Great way to earn CPE!
Addicus Family Office
Great
Addicus Family Office
Enjoyed the class. Thanks!
Addicus Family Office
very informative.
Addicus Family Office
Great relevant information
Addicus Family Office
informative session
Addicus Family Office
will not be using semi=retired
Addicus Family Office
myCPE made a visible progress since the time it was founded. It provides a vast variety of webinars of great value.
Addicus Family Office
Very informative of new tax rules.
Addicus Family Office
Enjoyable program with relevant information
Addicus Family Office
The program was exactly what I was expecting. That's my fault. The presenter was very knowledgeable of his topics. It just wasn't that helpful to me and the clientele I work with. Again that's on me.
Addicus Family Office
Not sure what you are asking. I really appreciate diverse offerings of MyCPE.
Addicus Family Office
Some of the material was "pretty tough" to comprehend.
Addicus Family Office
i was made aware of information regarding trusts that I did not previously know, as well as possible tax changes under the new presidential administration
Addicus Family Office
Good presenter. Material presented in an easy to understand way.
Addicus Family Office
enjoyed the hour. Presenter moved along well and kept my attention.
Addicus Family Office
Very good presentation.
Addicus Family Office
N/A
Addicus Family Office
Good ideas to consider for some clients.
Addicus Family Office
Lots of information to unpack
Addicus Family Office
Good!
Addicus Family Office
Good learning session. Both instructors are good.
Addicus Family Office
It was a starting point for 2020 tax planning
Addicus Family Office
Awesome
Addicus Family Office
Definitely assumes a level of tax knowledge as a pre-requisite.
Addicus Family Office
Very informative webinar!
Addicus Family Office
Well done
Addicus Family Office
The instructor was very knowledgeable and gave ideas of tax savings.
Addicus Family Office
The instructor was very knowledgeable and gave ideas of tax savings.
Addicus Family Office
Good training for what's intended. Typically, such Webinars are get-your-feet-wet kind, as the time allotted IMO is shorter, and we do not digest all the material being discussed in the time period.
Addicus Family Office
Both speakers were concise, yet knowledgeable in their presentation.
Addicus Family Office
informative presentation
Addicus Family Office
informative presentation
Addicus Family Office
The broadcast was very informative. The charts were helpful too. I should be able to use this information this upcoming tax season.
Addicus Family Office
Good course, learn a lot.
Addicus Family Office
n/a
Addicus Family Office
great
Addicus Family Office
I learned a lot about other year end planning strategies. I like the Charitable Lead trust with the reversionary structure.
Addicus Family Office
Great experience
Addicus Family Office
I am tax preparer, so I hope to use this info
Addicus Family Office
Very informative.
Addicus Family Office
as expected
Addicus Family Office
GOOD INFO
Addicus Family Office
This Webinar covers so much material almost as an overview. I will have to go into greater depth of each area that was covered in order to really understand the aspects of each topic covered.
Addicus Family Office
The webinar was interesting and informative.
Addicus Family Office
Very informative
Addicus Family Office
Good webinar. Knowledgeable instructor.
Addicus Family Office
Neutral
Addicus Family Office
Timely content
Addicus Family Office
Good strategies my clients will be interested in
Addicus Family Office
Kind of a diversion to the annuity trust topic, but the stated objectives were met by the main speaker.
Addicus Family Office
Very informative and helpful
Addicus Family Office
Speaker was easy to listen to and engaging.
Addicus Family Office
great course
Addicus Family Office
Insightful, informative session. Thank you
Addicus Family Office
Presentation very helpful
Addicus Family Office
Very relevant and timely.
Addicus Family Office
Great
Addicus Family Office
Excellent class
Addicus Family Office
Excellent class
Addicus Family Office
Interesting session.
Addicus Family Office
Nice to have 2 perspectives
Addicus Family Office
very good webinar.
Addicus Family Office
very informative
Addicus Family Office
Webinar was informative.
Addicus Family Office
My clients do not have large incomes or real estate investments so a lot of this did not apply to my small business.
Addicus Family Office
Good coverage of end of year tax strategies.
Addicus Family Office
Good
Addicus Family Office
thanks
Addicus Family Office
Informative webinar.
Addicus Family Office
Good info
Addicus Family Office
Seemed like they took a large amount time to pitch a concept (15 minutes) .....iCLAT.
Addicus Family Office
Effective
Addicus Family Office
Interesting helpful tax topics!
Addicus Family Office
Excellent
Addicus Family Office
I learned a few things I can share with clients.
Addicus Family Office
.
Addicus Family Office
NA
Addicus Family Office
Thanks!
Addicus Family Office
Great course
Addicus Family Office
training was great
Addicus Family Office
Good webinar
Addicus Family Office
great job!
Addicus Family Office
Great experience and I’ll be back for more classes.
Addicus Family Office
interesting tax niches
Addicus Family Office
interesting tax niches
Addicus Family Office
I probably didn't need the course, but I thought I could be missing something. There are probably some more in-depth courses on the subject from the Big 4. But I do think this is good for smaller taxpayers, for sure.
Addicus Family Office
VERY GOOD
Addicus Family Office
It was very informative.
Addicus Family Office
It was very informative. The speaker was very down to earth.
Addicus Family Office
Thank you.
Addicus Family Office
Great for those with corporate tax clients
Addicus Family Office
A good overall presentation.
Addicus Family Office
Excellent!
Addicus Family Office
instructor was knowledgeable and was able to share his ideas
Addicus Family Office
I enjoyed the training.
Addicus Family Office
Excellent information and timely
Addicus Family Office
Valuable knowledge for accounting professionals.
Addicus Family Office
Good Seminar
Addicus Family Office
Good workshop
Addicus Family Office
.
Addicus Family Office
Great experience. Excellent, knowledgeable presenters.
Addicus Family Office
Good!
Addicus Family Office
Good webinar
Addicus Family Office
Great information
Addicus Family Office
Excellent for planning purposes.
Addicus Family Office
The was ok. The presenter had a very political slant during the presentation.
Addicus Family Office
It didn't really fit my needs.
Addicus Family Office
Great Presentation
Addicus Family Office
Good webinar
Addicus Family Office
Thank you.
Addicus Family Office
.
Addicus Family Office
ok
Addicus Family Office
thanks for this course
Addicus Family Office
Thank you
Addicus Family Office
Narrow coverage.
Addicus Family Office
Excellent speaker and very informative. Thank you.
Addicus Family Office
Extremely efficient & effective
Addicus Family Office
Good
Addicus Family Office
I always look for at least 1 -2 good ideas in every class. Nailed it.
Addicus Family Office
Great presentation with a knowledgeable presenter.
Addicus Family Office
.
Addicus Family Office
Beneficial
Addicus Family Office
Great info presented with no waste of side topics
Addicus Family Office
Very informative
Addicus Family Office
Good information, but extremely targeted.
Addicus Family Office
great class...very helpful!
Addicus Family Office
great class...very helpful!
Addicus Family Office
Covered a lot of material in the hour.
Addicus Family Office
I liked how the cpe was conducted with minimal interuption
Addicus Family Office
It was great!
Addicus Family Office
Excellent webinar. I wish I had attended this sooner rather than 4 days before the end of the year.
Addicus Family Office
Interesting program
Addicus Family Office
Informative, timely webinar. Thank you.
Addicus Family Office
Great presentation, but since I am industry it may not be usable directly in my job.
Addicus Family Office
It's good experience.
Addicus Family Office
Great
Addicus Family Office
Informational and effective teaching
Addicus Family Office
Good last minute things to think about.
Addicus Family Office
good course
Addicus Family Office
the experience would have been better had the instructors used examples to get the point across.
Addicus Family Office
Good webinar.
Addicus Family Office
Good information
Addicus Family Office
This was a good, useful course, but probably could have been longer to cover more of the changes.
Addicus Family Office
-
Addicus Family Office
Good information
Addicus Family Office
Great!
Addicus Family Office
not very relevant
Addicus Family Office
great topic especially this time of year
Addicus Family Office
great seminar
Addicus Family Office
THANK YOU FOR EVERY ONE
Addicus Family Office
The course title/description did not fit the material covered. The material was very focused on trusts and depreciation. Based on the title I was expecting more tax guidance for 1040's in general.
Addicus Family Office
na
Addicus Family Office
good overview of tax opportunities
Addicus Family Office
good course
Addicus Family Office
Positive
Addicus Family Office
1 hour is kind of short to cover so much.
Addicus Family Office
Material presented was useful.
Addicus Family Office
informative & insightful
Addicus Family Office
Nothing to add
Addicus Family Office
Nothing to add
Addicus Family Office
It was stimulating. I will dig deeper into the various ideas. I see opportunities for business, but don't feel qualified to say I am an expert, yet.
Addicus Family Office
Excellent presentation. Good examples shared.
Addicus Family Office
good overview
Addicus Family Office
Very informative.
Addicus Family Office
Definitely a learning experience
Addicus Family Office
Good pace for the 1 hour. Handouts excellent as well.
Addicus Family Office
The instructors were very knowledgeable on the subject matter.
Addicus Family Office
Good presentation. Too much time on the charity tax plan. Could have been explained quicker.
Addicus Family Office
10/10
Addicus Family Office
The training was basically as expected. Nothing amazing, but seemed to cover the topics sufficiently.
Addicus Family Office
overall experience was good. Would like a bit more advance notice of free webinars. Received email 12/28 and some to the sessions were on 12/28
Addicus Family Office
Good to have the insight and who to contact if needed
Addicus Family Office
Great speakers and very knowledgable.
Addicus Family Office
Excellent and informative.
Addicus Family Office
Very insightful information on a subject matter that I do not have much experience with.
Addicus Family Office
Great seminar!
Addicus Family Office
Good program
Addicus Family Office
great presentation.
Addicus Family Office
Very informative
Addicus Family Office
The information was interesting but I don't have clients with this high level of income that would be able to take advantage of these tax savings strategies.
Addicus Family Office
The information was interesting but I don't have clients with this high level of income that would be able to take advantage of these tax savings strategies.
Addicus Family Office
I thought the presentation was informative. I do not work in public practice but still found it useful.. Thank you
Addicus Family Office
Great ideas for tax planning let by knowledgeable instructors.
Addicus Family Office
it went well
Addicus Family Office
good
Addicus Family Office
Great topic.
Addicus Family Office
Love this topic..could always spend more time on it.
Addicus Family Office
Handout was not very useful, it was more like an agenda. Too much information too fast.
Addicus Family Office
While I don’t hAve any clients that could benefit from these strategies, they are great arrows in my quiver.
Addicus Family Office
Could have used more time for this subject. A lot to cover in one hour.
Addicus Family Office
.
Addicus Family Office
great
Addicus Family Office
Instructors very knowledgeable and practical advice
Addicus Family Office
Good info learned about CLTs. Chairible lead trusts
Addicus Family Office
Beneficial
Addicus Family Office
good
Addicus Family Office
Thank you so much!
Addicus Family Office
very informative
Addicus Family Office
very informative
Addicus Family Office
In my practice, I really don't have clients that are wealthy enough to take advantage of most of the strategies proposed.
Addicus Family Office
get tips learned!
Addicus Family Office
informative course with relevant information
Addicus Family Office
great
Addicus Family Office
Great webinar!
Addicus Family Office
Good examples, however, I likely won't use this for my job.
Addicus Family Office
Good examples, however, I likely won't use this for my job.
Addicus Family Office
na
Addicus Family Office
Thank you for this free information.
Addicus Family Office
Great session
Addicus Family Office
This webinar brought up tax tools I didn't know existed, Thank you!
Addicus Family Office
This webinar brought up tax tools I didn't know existed, Thank you!
Addicus Family Office
great
Addicus Family Office
Excellent webinar!
Addicus Family Office
Excellent CPE class
Addicus Family Office
Good seminar
Addicus Family Office
yes
Addicus Family Office
good info
Addicus Family Office
The class was a great overview.
Addicus Family Office
Very informative & timely session. Thank you
Addicus Family Office
I truly am thankful for these webinars with time constraints this time of year and with the current pandemic. Traveling is not an option for me to attend classes.
Addicus Family Office
This was a great Webinar. Looking forward to more!
Addicus Family Office
Great instructor
Addicus Family Office
myCPE never dissappoints. It is always a pleasure.
Addicus Family Office
Excellent overview
Addicus Family Office
Great Webinar
Addicus Family Office
This was an interesting webinar, I would recommend to colleagues.
Addicus Family Office
informative
Addicus Family Office
It might be more efficient to try and do less content In an effort to not have to rush through the presentation Not that im complaining Just suggesting.
Addicus Family Office
VERY INFORMATIVESLIDES
Addicus Family Office
Did not get that much out of the seminar... I expected more
Addicus Family Office
I have learned a great knowledge out of the webinar.
Addicus Family Office
good information
Addicus Family Office
Very effective top level review
Addicus Family Office
Another good presentation by Jamie.
Addicus Family Office
very good update. covered a lot of material in one hour.
Addicus Family Office
excellent but brief discussion of pressing current tax issues
Addicus Family Office
A great summary inspires you to learn more about the various issues
Addicus Family Office
Provided a lot of information on the application of current tax law for 2020 and how to get the biggest benefits.
Addicus Family Office
This would have been most useful for those with high net worth clients. Not applicable to me. Of course there was too much material for the time; I will hand it to Jamie that he admitted that and stated more specific would follow. Appeared to be very much a marketing ploy for his firm to perform services my clients cannot afford. May have been a good into course for those with those high net worth clients. Wish the course description had indicated this. Acquired one or two thoughts I intend to follow upon. Usually I give glowing reports and 4 or 5 stars if this gives you perspective.
Addicus Family Office
It was very fast paced, tried to cover a lot.
Addicus Family Office
Excellent content
Addicus Family Office
Great
Addicus Family Office
love classes in MyCPE
Addicus Family Office
N/A
Addicus Family Office
Interesting!
Addicus Family Office
instructor was excellent!
Addicus Family Office
*
Addicus Family Office
Jamie's presentation was relevant and timely. A lot of great information and ideas in a short period of time. Much to think about before tax season begins.
Addicus Family Office
Very informative. Excellent speaker. Thank you.
Addicus Family Office
Great!
Addicus Family Office
I’m retired which is why it didn’t pertain to my job. Enjoyed updating my knowledge about the Cares Act.
Addicus Family Office
Great!
Addicus Family Office
Thought provoking.
Addicus Family Office
My first webinar with Jamie as the instructor and I'm extremely impressed. He did an amazing job covering a topic as vast as tax legislation with the time allotted.
Addicus Family Office
I agree with the presenter that this was a very broad overview of many issues. I’ll look forward to the more in-depth sessions.
Addicus Family Office
I agree with the presenter that this was a very broad overview of many issues. I’ll look forward to the more in-depth sessions.
Addicus Family Office
Feel you needed a relatively detailed understanding of some topics which a regular tax preparer may not be familiar - the handout available did not include all the pages of the actual presentation - missing pages had some valuable information
Addicus Family Office
Great material
Addicus Family Office
OK.
After the elections in Georgia, 2020 Tax Filing impact and Beyond
Addicus Family Office
After the elections in Georgia, 2020 Tax Filing impact and Beyond
GORNTO LAW, PLLC
Use it or Lose it in 2020, Tax Savings Strategies for Your Best Clients NOW
Addicus Family Office
Use it or Lose it in 2020, Tax Savings Strategies for Your Best Clients NOW
GORNTO LAW, PLLC
Powerful 2020 Tax Strategies and Why You Must Act Before Year End
Addicus Family Office
Powerful 2020 Tax Strategies and Why You Must Act Before Year End
GORNTO LAW, PLLC
Use it or Lose it in 2020, Tax Savings Strategies for Your Best Clients NOW
Addicus Family Office
Use it or Lose it in 2020, Tax Savings Strategies for Your Best Clients NOW
GORNTO LAW, PLLC
Use the Bank’s Money to Meet Key Financial Objectives
Addicus Family Office
Use the Bank’s Money to Meet Key Financial Objectives
GORNTO LAW, PLLC
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