Addicus Family Office
Nashville, TN
Reviews
Nancy Olsen, Certified Public Accountant (CPA)
Addicus Family Office
Thank You!
Robert Marsh, Certified Public Accountant (CPA)
Addicus Family Office
organized but very vague
ABEY ABRAHAM, AFSP
Addicus Family Office
I thought it was central time zone
IRIS RIVERA, Accountant
Addicus Family Office
enjoyed the webinar
marlene gin, Tax Professional (PTIN Holder)
Addicus Family Office
good knowledgeable speaker with valuable information.
David Weiss, Certified Public Accountant (CPA)
Addicus Family Office
The content of this webinar was not what i had expected.
Jane Eaton, Tax Professional (PTIN Holder)
Addicus Family Office
Good Info. Audio was hard to hear.
John Sanger, Certified Public Accountant (CPA)
Addicus Family Office
Excellent presentation of subject matter.
Al Rutland, Certified Public Accountant (CPA)
Addicus Family Office
-
Robert Bridgeman, AFSP
Addicus Family Office
hi
BYUNGYEUB CHOI, Certified Public Accountant (CPA)
Addicus Family Office
5
Padric O'Brien, Accountant
Addicus Family Office
Good
Marla Bradley, Tax Professional (PTIN Holder)
Addicus Family Office
Not being able to answer the polling questions other than that everything went well
Melvin Bernard, Tax Professional (PTIN Holder)
Addicus Family Office
n/a
Michael Ramirez, Certified Public Accountant (CPA)
Addicus Family Office
Great
Robert Capps, AFSP
Addicus Family Office
it was ok. I have seen better
Taylor Haviland, Certified Public Accountant (CPA)
Addicus Family Office
good
Caitlin White, Enrolled Agent (EA)
Addicus Family Office
informative and good speaker, thank you
Randy Myrick, Accountant
Addicus Family Office
good
Barbara A Amey, Tax Professional (PTIN Holder)
Addicus Family Office
Great job!!!!
Stephen Bittner, Enrolled Agent (EA)
Addicus Family Office
The evaluation still capitalizes every word. Why? It does not do it in this box.
ANH LE, Certified Public Accountant (CPA)
Addicus Family Office
WOULD YOU PLEASE SEND ME A LINK TO PRESENTATION
Nanell Clark, AFSP
Addicus Family Office
na
SHEILA ADAMS, Enrolled Agent (EA)
Addicus Family Office
we had multiple technical issues with polling questions
iris mendoza
Addicus Family Office
great!!!!!!!!!!!!!!
Leigh Williams, Certified Public Accountant (CPA)
Addicus Family Office
Thank you
Lori Maley, Certified Public Accountant (CPA)
Addicus Family Office
Well done!
Tirumala Rao Chettu, Accountant
Addicus Family Office
Excellent and ver good experience
Marjorie Kottler, Certified Public Accountant (CPA)
Addicus Family Office
I did enjoy the webinar but I really need more everyday topics
Michael Ramirez, Certified Public Accountant (CPA)
Addicus Family Office
Very Good
Tiffany Stevens, Certified Public Accountant (CPA)
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.
SHANNON MCNEAL, Enrolled Agent (EA)
Addicus Family Office
It was informative
Joyce Jones, Enrolled Agent (EA)
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.
Gregory Williams, Tax Professional (PTIN Holder)
Addicus Family Office
Awesome
Margaret Coll, Accountant
Addicus Family Office
great job
Jacqueline Harrison, Accountant
Addicus Family Office
N/a
FRANK ZWIENER, Enrolled Agent (EA)
Addicus Family Office
GOOD
Douglas Pepin, AFSP
Addicus Family Office
Great and relevant teacher, materiel and presentation!
charles ford, Accountant
Addicus Family Office
excellent
Ronnie Morgan, Tax Professional (PTIN Holder)
Addicus Family Office
great program
David Watts, Certified Public Accountant (CPA)
Addicus Family Office
Very good. Thanks!
Nenita Agulto, Certified Public Accountant (CPA)
Addicus Family Office
I rate this training 5 star.
chen schuh, Accountant
Addicus Family Office
3
chen schuh, Accountant
Addicus Family Office
3
Amber McGrew, Accountant
Addicus Family Office
Na
Kristin Kozlovsky, Certified Public Accountant (CPA)
Addicus Family Office
Great instructor that gave you real examples to reference.
Duane Gilbert, Enrolled Agent (EA)
Addicus Family Office
Great
May Eunmi-Bae Oh, Certified Public Accountant (CPA)
Addicus Family Office
The webinar was great. The questions are not that great though.
Jamie Townsend, Certified Public Accountant (CPA)
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.
Jonathan Gavazzi, Certified Public Accountant (CPA)
Addicus Family Office
N/A
Virginia Odom, Certified Public Accountant (CPA)
Addicus Family Office
Very Good
Richard Lovell, Others
Addicus Family Office
It was a good first experience with a My-CPE webinar
Lissa Sholty, Certified Public Accountant (CPA)
Addicus Family Office
Jamie Pope was very knowledgeable and delivered very relevant material and an easy to understand presentation.
William Frank, Enrolled Agent (EA)
Addicus Family Office
5 star for training
Michael Ramirez, Certified Public Accountant (CPA)
Addicus Family Office
Very good webinar!
Nancy Goulart, Accountant
Addicus Family Office
2 stars
vincent cardullo, Accountant
Addicus Family Office
Very Good
Larry Bartlett, Accountant
Addicus Family Office
Talk pace was just a little too fast for me but otherwise everything was good.
TIMOTHY J DOYLE, Enrolled Agent (EA)
Addicus Family Office
TOPIC WAS NOT ENTIRELY RELEVANT TO MY PARTICULAR TAX PRACTICE.
Jonathan Gavazzi, Certified Public Accountant (CPA)
Addicus Family Office
Na
Jonathan Gavazzi, Certified Public Accountant (CPA)
Addicus Family Office
Na
Amy Hoerrmann, Tax Professional (PTIN Holder)
Addicus Family Office
Great!
PETER KOLLIAS, Certified Public Accountant (CPA)
Addicus Family Office
n/a
Jessee D Turner, Enrolled Agent (EA)
Addicus Family Office
THANK YOU,
KEVIN CLEMENS, AFSP
Addicus Family Office
Waste of time
Helen Sigouin, Tax Professional (PTIN Holder)
Addicus Family Office
GOOD
Travers Luker, Enrolled Agent (EA)
Addicus Family Office
Great job
Taylor Haviland, Certified Public Accountant (CPA)
Addicus Family Office
good
Connor Carter, Certified Public Accountant (CPA)
Addicus Family Office
Thank you for offering free CPE
Michael Ramirez, Certified Public Accountant (CPA)
Addicus Family Office
great webinar
Patrick Ames, Certified Public Accountant (CPA)
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.
Amanda Long, Bookkeeper
Addicus Family Office
Excellent!
Rebecca Hightower, Accountant
Addicus Family Office
The instructor was very knowledgeable about the content and kept my attention.
Nancy Olsen, Certified Public Accountant (CPA)
Addicus Family Office
Thank you!
Ryan Milinazzo, Certified Public Accountant (CPA)
Addicus Family Office
Great.
Margaret Avedisian-DeFreest, Enrolled Agent (EA)
Addicus Family Office
*****
Lisa Gottfried, Certified Public Accountant (CPA)
Addicus Family Office
Great Webinar!!
Paul Thomas, Certified Public Accountant (CPA)
Addicus Family Office
Please email my CPE certificate and take me off any marketing email lists. Thank you.
Al Rutland, Certified Public Accountant (CPA)
Addicus Family Office
-
Wyneshia Dowdell, Tax Professional (PTIN Holder)
Addicus Family Office
Good
JEFFREY HILL, AFSP
Addicus Family Office
found it valuable
Luz Kraus, Accountant
Addicus Family Office
excellent.
Diane Ferriter, Enrolled Agent (EA)
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
William Frank, Enrolled Agent (EA)
Addicus Family Office
It was good for me
Paul Schwartz, Certified Public Accountant (CPA)
Addicus Family Office
This was a wonderful webinar. The speaker was engaging and provided the information in a clear and understandable manner.
DUC NGUYEN, Enrolled Agent (EA)
Addicus Family Office
Good job
MARGARET WARD, Enrolled Agent (EA)
Addicus Family Office
Even though I don't use these credits much, the material was very informational.
Pauline Petitt, Enrolled Agent (EA)
Addicus Family Office
Kept my attention with relevant information
Pauline Petitt, Enrolled Agent (EA)
Addicus Family Office
Kept my attention with relevant information
David Kim, Certified Public Accountant (CPA)
Addicus Family Office
Great. very helpful
tom rouse, Certified Public Accountant (CPA)
Addicus Family Office
Good program
tom rouse, Certified Public Accountant (CPA)
Addicus Family Office
Good program
Laquita Stanfill, Enrolled Agent (EA)
Addicus Family Office
I was grateful for the class
JAMES RUSSELL, Enrolled Agent (EA)
Addicus Family Office
The seminar was well organized and well presented.
PEARL BALSARA, Certified Public Accountant (CPA)
Addicus Family Office
good
Linda Leveston, Tax Professional (PTIN Holder)
Addicus Family Office
This CPE class surrender valuable information pertaining to the tax deficiencies and years of going backwards to claim credits.
Linda Leveston, Tax Professional (PTIN Holder)
Addicus Family Office
This CPE class surrender valuable information pertaining to the tax deficiencies and years of going backwards to claim credits.
Norman Feldman, Certified Public Accountant (CPA)
Addicus Family Office
it was ok
Christine Purbaugh, Certified Public Accountant (CPA)
Addicus Family Office
Very good and timely class! Thank you!
Craig Smalley, Enrolled Agent (EA)
Addicus Family Office
Slow
SHIVANI MATHUR, Accountant
Addicus Family Office
m
Peter Rynearson, Certified Public Accountant (CPA)
Addicus Family Office
Great
HOWARD ZUKOF, Certified Public Accountant (CPA)
Addicus Family Office
Good course
Karla Dimmitt, Tax Professional (PTIN Holder)
Addicus Family Office
The program was very informative. I have recommended it to my coworkers.
Becca Morris, Certified Public Accountant (CPA)
Addicus Family Office
the programs was interesting and well presented
BILLY O'Brien, Enrolled Agent (EA)
Addicus Family Office
Very good - appropriate for today
Xiaotao (Tonya) Xu, Enrolled Agent (EA)
Addicus Family Office
Very good.
Lori Stiles, Enrolled Agent (EA)
Addicus Family Office
A useful presentation
Rhonda Monro, Certified Public Accountant (CPA)
Addicus Family Office
had some useful ideas
UTKU OZTOK, Others
Addicus Family Office
It was really to the point. Thank you very much
Alan Green, Certified Public Accountant (CPA)
Addicus Family Office
Nothing
Randy Squire, Enrolled Agent (EA)
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.
Alicia Johnson, Certified Public Accountant (CPA)
Addicus Family Office
Great
Peter Blumkin, Certified Public Accountant (CPA)
Addicus Family Office
The title of this course was somewhat misleading and I was expecting a slightly different presentation and not a sales pitch.
Eddie Carlisle, Certified Public Accountant (CPA)
Addicus Family Office
Very informative and presenter had growth in depth knowledge
Cynthia Waters, Certified Public Accountant (CPA)
Addicus Family Office
The instructor was very knowledgeable. I will not have much opportunity to utilize the information shared.
Beth McGrath, Accountant
Addicus Family Office
Good information presented.
Lori Peipert, Accountant
Addicus Family Office
This is a great source of information
Diane Fowler, Certified Public Accountant (CPA)
Addicus Family Office
Great instructor and good topic
Kelly Gregory, Certified Public Accountant (CPA)
Addicus Family Office
Good webinar, not being a tax professional not all content was applicable to me.
Abby Gaffney, Certified Public Accountant (CPA)
Addicus Family Office
Everything was great
Julie Sholler, Enrolled Agent (EA)
Addicus Family Office
It is great that such high quality CPE is available when I can take advantage.
Anna Shkrabaliuk, Certified Public Accountant (CPA)
Addicus Family Office
The program met my needs
Audrey Shaffer, Certified Public Accountant (CPA)
Addicus Family Office
Very enlightening
Santa Frattarelli, Tax Professional (PTIN Holder)
Addicus Family Office
wonderful instructor
Sean Mulvenna, Certified Public Accountant (CPA)
Addicus Family Office
great
Jonathan Foss, Certified Public Accountant (CPA)
Addicus Family Office
The presentation was engaging and had relevant information to me.
Leah Davis, Certified Public Accountant (CPA)
Addicus Family Office
Very good, instructor was engaging & clear.
Aaron Christianson, Enrolled Agent (EA)
Addicus Family Office
Very effective course. Time used efficiently.
Andrew Creedon, Certified Public Accountant (CPA)
Addicus Family Office
It was great.
Jarvis Windom, Accountant
Addicus Family Office
I felt I knew as much as the instructor, but was able to pick up a couple of good reminders.
Mary Jones, Enrolled Agent (EA)
Addicus Family Office
Great webinar.
Bracey Alexander, Certified Public Accountant (CPA)
Addicus Family Office
Great
Dale VanderMaas, Enrolled Agent (EA)
Addicus Family Office
The program was well presented and moved a solid pace.
Lyn Biller, Enrolled Agent (EA)
Addicus Family Office
This was a great, fast paced webinar. I plan to use some of the concepts in practice.
Denise Mitchell, Accountant
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.
Michelle Marks, Enrolled Agent (EA)
Addicus Family Office
timely and informative.
Kathleen DeMarchi, Certified Public Accountant (CPA)
Addicus Family Office
It was a informative CPE
Kathleen DeMarchi, Certified Public Accountant (CPA)
Addicus Family Office
It was a informative CPE
Kathleen DeMarchi, Certified Public Accountant (CPA)
Addicus Family Office
It was a informative CPE
Robert McCrary, Accountant
Addicus Family Office
very clear and informative
Nathan Zielonka, Certified Financial Planner (CFP)
Addicus Family Office
Like drinking from a firehose! So much valuable info!
Mostafa Maksy, Certified Public Accountant (CPA)
Addicus Family Office
Very good.
Janet Wilson
Addicus Family Office
Very easy and informative!
Shannon Brittain, Certified Public Accountant (CPA)
Addicus Family Office
nothing to share
Nicole Bilbrough, Certified Public Accountant (CPA)
Addicus Family Office
This was a well put together webinar. The instructor was knowledgeable and well spoken.
Nicole Bilbrough, Certified Public Accountant (CPA)
Addicus Family Office
This was a well put together webinar. The instructor was knowledgeable and well spoken.
Linda D Watts, Enrolled Agent (EA)
Addicus Family Office
Program was very informing. Speakers were well prepared & easy to understand
Kevin Magann, Certified Public Accountant (CPA)
Addicus Family Office
It was perfect for a webinar
Kevin Magann, Certified Public Accountant (CPA)
Addicus Family Office
It was perfect for a webinar
Chao Mouber, Certified Public Accountant (CPA)
Addicus Family Office
Thank you!
John McCarthy, Certified Public Accountant (CPA)
Addicus Family Office
Provided ideas to use for 2020 tax preparations and 2021 actions to implement.
Christopher Rakunas, Certified Public Accountant (CPA)
Addicus Family Office
It was a good experience
Joanna Arredondo, Accountant
Addicus Family Office
n/a
Erica Roberson, Certified Public Accountant (CPA)
Addicus Family Office
Nice webinar for obtaining CPE.
Michael Rivelis, Enrolled Agent (EA)
Addicus Family Office
Excellent course thank you.
Michael Rivelis, Enrolled Agent (EA)
Addicus Family Office
The course was excellent thank you
Bryan Becker, Certified Public Accountant (CPA)
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.
Robert Aspinall, Certified Public Accountant (CPA)
Addicus Family Office
Probably tried to cover too much in one hour.
BEN COOPER, Enrolled Agent (EA)
Addicus Family Office
Good!
Katherine Browning, Certified Public Accountant (CPA)
Addicus Family Office
Extreme difficulty getting evaluation.
Jill Dearing, Certified Public Accountant (CPA)
Addicus Family Office
Rushed presentation, content not very helpful
Thomas Rossi, Accountant
Addicus Family Office
Instructor was very knowledgeable and presented the course in an interesting manner. would highly recommend
DELIA KAU, Certified Public Accountant (CPA)
Addicus Family Office
Good
William Scharf, Enrolled Agent (EA)
Addicus Family Office
Thanks!
Breana Liberoni, Certified Public Accountant (CPA)
Addicus Family Office
Jamie provided some great strategies and advice
Layton Smith, Enrolled Agent (EA)
Addicus Family Office
Great presentation and very engaging
Nancy Fowler, Tax Professional (PTIN Holder)
Addicus Family Office
This was a new concept to me and would greatly benefit anyone's financial planning.
pappu das, Accountant
Addicus Family Office
It was nice to learn the new tax planning rule.
Faye Collins
Addicus Family Office
Thanks, good material
Richard Tessicini, AFSP
Addicus Family Office
Very innformative.
Richard Schank, Certified Financial Planner (CFP)
Addicus Family Office
timely
Tiffany Cortese, Certified Public Accountant (CPA)
Addicus Family Office
I enjoyed the webinar; it brought out tax saving strategies I was not aware of.
Stacey Schroeffel, Certified Public Accountant (CPA)
Addicus Family Office
just needed CPE
Stacey Schroeffel, Certified Public Accountant (CPA)
Addicus Family Office
just needed CPE
HARPREET SINGH, Enrolled Agent (EA)
Addicus Family Office
Great. . .
Alan Thriffiley, Enrolled Agent (EA)
Addicus Family Office
Very good
Alan Thriffiley, Enrolled Agent (EA)
Addicus Family Office
Very good
Stacey HofflerSmith, Enrolled Agent (EA)
Addicus Family Office
Very informative. Good overview of the material.
Chantee Marchell, Enrolled Agent (EA)
Addicus Family Office
Great Presenter
Russell Rommes
Addicus Family Office
Good
Amanda Walker, Certified Public Accountant (CPA)
Addicus Family Office
No issues noted during the webinar. Content was informative, but not extremely useful.
Tara Lara, Enrolled Agent (EA)
Addicus Family Office
Great webinar - thank you!
Martin White, Certified Public Accountant (CPA)
Addicus Family Office
Overall examples provided great insight into the principles discussed.
Ann Gugle, Certified Financial Planner (CFP)
Addicus Family Office
very informative
Marcia Briones, Certified Public Accountant (CPA)
Addicus Family Office
Very informative and lots of value.
Anna Lukianovsky, Enrolled Agent (EA)
Addicus Family Office
Great
Linda M Maue, Certified Public Accountant (CPA)
Addicus Family Office
.
Wendy Gelfond, Certified Public Accountant (CPA)
Addicus Family Office
it was positive
ALFREDO MANTILLA, Certified Public Accountant (CPA)
Addicus Family Office
very good
Michael Nicolini, Accountant
Addicus Family Office
n/a
Susan Beauford, Enrolled Agent (EA)
Addicus Family Office
Great webinar and very relevant.
Dar Dahleen, Certified Public Accountant (CPA)
Addicus Family Office
Very good ideas. The iCLAT is intriguing.
Lesley Parker, Certified Public Accountant (CPA)
Addicus Family Office
Excellent speakers
Kevin Cote, Certified Public Accountant (CPA)
Addicus Family Office
Really not relevant to my position
Rebecca Hightower, Accountant
Addicus Family Office
Jamie presents the information very well and easy to follow.
Jeff Wetherington, Certified Public Accountant (CPA)
Addicus Family Office
It was very informative.
Bryan Overton, Certified Public Accountant (CPA)
Addicus Family Office
Good.
FRANK HAAS, Certified Public Accountant (CPA)
Addicus Family Office
Worth listening to
Chris Giotis, Certified Public Accountant (CPA)
Addicus Family Office
Great!
Mark McLennon, Attorney
Addicus Family Office
Good info
Michael Kelch, Certified Public Accountant (CPA)
Addicus Family Office
Good presentation
Gladira Venegas, AFSP
Addicus Family Office
Great Information
Pamela Ping, Enrolled Agent (EA)
Addicus Family Office
Enjoyed looking at new ways to be able to utilize tax deductions I'd not considered before.
Pamela Ping, Enrolled Agent (EA)
Addicus Family Office
Enjoyed looking at new ways to be able to utilize tax deductions I'd not considered before.
Lisa Noel, Accountant
Addicus Family Office
learned some good tips
Harold Williams, Certified Financial Planner (CFP)
Addicus Family Office
Particularly liked the ICLAT strategy suggestion.-
Rigel Mansueto, Accountant
Addicus Family Office
Yes.
Jason Vesey, Certified Public Accountant (CPA)
Addicus Family Office
Well done and informative
Elio Chedrawi, Enrolled Agent (EA)
Addicus Family Office
great up date to date information
Eric Degen, Certified Public Accountant (CPA)
Addicus Family Office
disappointed
Alfred Fratoni, Certified Public Accountant (CPA)
Addicus Family Office
It was a good overall experience, did learn a few things
Shae Reed, Accountant
Addicus Family Office
The presenter was very knowledgeable and did a very good job of explaining each concept.
Gary Spada, Certified Public Accountant (CPA)
Addicus Family Office
Very informative seminar
Stephanie Hedrick, Certified Public Accountant (CPA)
Addicus Family Office
Information was presented in an informative and interesting way.
Janet Fazio, Others
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.
harry kim, Enrolled Agent (EA)
Addicus Family Office
I learned few things I did not before.
Mario Flores, Tax Professional (PTIN Holder)
Addicus Family Office
NA
Anna Leath, Certified Public Accountant (CPA)
Addicus Family Office
Very knowledgeable and engaging speaker!
Amy Zheng, Accountant
Addicus Family Office
Great webinar!
Amy Zheng, Accountant
Addicus Family Office
Great webinar!
Lisa Martin, Certified Public Accountant (CPA)
Addicus Family Office
Seminar was informative and timely
Carol Bodnar, Certified Public Accountant (CPA)
Addicus Family Office
Very informative.
Jason Johnson, Certified Public Accountant (CPA)
Addicus Family Office
Great webinar
Rodrick Shiver, Certified Public Accountant (CPA)
Addicus Family Office
Great information. I would love to learn more about the services the instructor offers.
Brian Crumbock, Certified Public Accountant (CPA)
Addicus Family Office
great
Tian Liu, Certified Public Accountant (CPA)
Addicus Family Office
Good
marlene Baker, Certified Public Accountant (CPA)
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.
Emma Sowers, Certified Public Accountant (CPA)
Addicus Family Office
Great!
Susan Heft, Enrolled Agent (EA)
Addicus Family Office
Informative
CHARLES WEBB, Accountant
Addicus Family Office
The webinar is very informative and useful.
Richard Shepardson, Enrolled Agent (EA)
Addicus Family Office
it was a well spent hour
Verna Chow, Certified Public Accountant (CPA)
Addicus Family Office
Useful to high income clients.
Verna Chow, Certified Public Accountant (CPA)
Addicus Family Office
Useful to high income clients.
Patricia Maddox, Certified Public Accountant (CPA)
Addicus Family Office
thank you
Scott Peterson, Tax Professional (PTIN Holder)
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.
Raymond Parrish, Accountant
Addicus Family Office
Good Presentation
RICHARD CHIRIP, Enrolled Agent (EA)
Addicus Family Office
Overall, the topics were presented clearly and professionally. The subject matter though wasn't entirely applicable to my clientele.
Robin McGettigan, Certified Public Accountant (CPA)
Addicus Family Office
Thanks for the CPE!
Sherri Rhoades, Tax Professional (PTIN Holder)
Addicus Family Office
Good.
Michael Bonaventure, Certified Public Accountant (CPA)
Addicus Family Office
none
Sidney Itzkowitz, Certified Public Accountant (CPA)
Addicus Family Office
Covered the basics needed
JIMM CHAN, Enrolled Agent (EA)
Addicus Family Office
good presentation
Kenneth Mann, Certified Public Accountant (CPA)
Addicus Family Office
seem to hit on all the main issues of the day
Daniel Selby, Certified Public Accountant (CPA)
Addicus Family Office
excellent and very thought provoking!!!
Andrea Dutto, Accountant
Addicus Family Office
Very informative webinar. Speaker covered many topics of importance as well.
denice douglas, Certified Public Accountant (CPA)
Addicus Family Office
.
Peter Crowhurst, Enrolled Agent (EA)
Addicus Family Office
Very Interesting.
HASSAN KILANY, Enrolled Agent (EA)
Addicus Family Office
Time as allocated to the subject was not enough
JOHN FORDE, Accountant
Addicus Family Office
The MYCPE PRESENTATIONS ARE CONCISE AND INFORMATIVE
CAITLIN VAN SCHALKWYK, Certified Public Accountant (CPA)
Addicus Family Office
great
Helen Nakamoto, Certified Public Accountant (CPA)
Addicus Family Office
MyCPE is a great way to learn about what’s going on in the world of accounting and taxes.
VICKIE SIMS, Enrolled Agent (EA)
Addicus Family Office
Good presentation
Carla R Martinez, Enrolled Agent (EA)
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.
Bob Walter, Certified Financial Planner (CFP)
Addicus Family Office
Timely and insightful materials. Ideas that can be implemented immediately.
Gerard Recktenwald, Certified Public Accountant (CPA)
Addicus Family Office
Very good presentation. Good speakers.
DEANNA BRADY, Certified Public Accountant (CPA)
Addicus Family Office
Both presenters knew their part of the webinar.
WALTER LASOTA, Accountant
Addicus Family Office
..
WALTER LASOTA, Accountant
Addicus Family Office
..
WALTER LASOTA, Accountant
Addicus Family Office
..
Kristina Eksten, Tax Professional (PTIN Holder)
Addicus Family Office
It was a good presentation
Marlene Schinnow, Accountant
Addicus Family Office
It was good.
Crystal Lemmons, Accountant
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.
Bob Provine, Certified Public Accountant (CPA)
Addicus Family Office
Very interesting and informative.
Bob Provine, Certified Public Accountant (CPA)
Addicus Family Office
Very interesting and informative.
Paula Crismond, Tax Professional (PTIN Holder)
Addicus Family Office
very good! Timely and will use with selcct clients.
Jena Edwards, Certified Public Accountant (CPA)
Addicus Family Office
great topic
Annette Hixon, Certified Public Accountant (CPA)
Addicus Family Office
The webinar was informative and very easy to access via Zoom.
Robie Butler, Certified Public Accountant (CPA)
Addicus Family Office
It was well presented.
Kim Walton, Certified Public Accountant (CPA)
Addicus Family Office
Good information
Thomas Meehan, Certified Public Accountant (CPA)
Addicus Family Office
Very knowledgeable and well-spoken presenters
Daniel Turner, Certified Public Accountant (CPA)
Addicus Family Office
This was not applicable enough to my client base. But generally, good info.
Daniel Turner, Certified Public Accountant (CPA)
Addicus Family Office
This was not applicable enough to my client base. But generally, good info.
Herman Stonitsch, Certified Public Accountant (CPA)
Addicus Family Office
There are two strategies that I will almost certainly use this year!
sherrill overfield, Enrolled Agent (EA)
Addicus Family Office
Ideas to use with clients
Patrick Capozzi, Certified Public Accountant (CPA)
Addicus Family Office
Great informative webinar. There's never enough time for this topic.
Jose Jorges, Certified Public Accountant (CPA)
Addicus Family Office
Nice and simple
Jose Jorges, Certified Public Accountant (CPA)
Addicus Family Office
Nice and simple
Tammy King, Enrolled Agent (EA)
Addicus Family Office
Good info
Erica Roberson, Certified Public Accountant (CPA)
Addicus Family Office
Interesting presentation - utilized for CPE.
Timothy Freese, Certified Public Accountant (CPA)
Addicus Family Office
I love these short webinars.
Catherine Nemeth, Certified Public Accountant (CPA)
Addicus Family Office
Good
Iryna Govorun, Accountant
Addicus Family Office
It was a great webinar. I would recommend to expend the content and give it more time.
Norman Feldman, Certified Public Accountant (CPA)
Addicus Family Office
ok
Jud Ashman, Accountant
Addicus Family Office
I'm glad I attended the webinar. Learned a lot!
Joseph Catrambone, Certified Public Accountant (CPA)
Addicus Family Office
good
Irina Morozova, Certified Public Accountant (CPA)
Addicus Family Office
Great information!
Gina Douglas, Certified Public Accountant (CPA)
Addicus Family Office
good
JOHN MCWHORTER, Enrolled Agent (EA)
Addicus Family Office
EDUCATIONAL AND INFORMATIVE
Reyshme Jhurani, Certified Public Accountant (CPA)
Addicus Family Office
Very Good
John Robichaud, Certified Public Accountant (CPA)
Addicus Family Office
Overall experience was very effective.
Thomas Anella, Certified Public Accountant (CPA)
Addicus Family Office
Good
Kholida Rakhimbaeva, Enrolled Agent (EA)
Addicus Family Office
I liked the webinar
Kuo Lee, Certified Public Accountant (CPA)
Addicus Family Office
Good information to have.
EDWARD NISANOV, Enrolled Agent (EA)
Addicus Family Office
Enjoyable presentation
Robert Krieger, Certified Public Accountant (CPA)
Addicus Family Office
thank you
Phil Harmon, Certified Public Accountant (CPA)
Addicus Family Office
Good webinar.
Judith Stanton, Certified Public Accountant (CPA)
Addicus Family Office
.
MARGO GAGNON, Certified Public Accountant (CPA)
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)!
MARGO GAGNON, Certified Public Accountant (CPA)
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)!
Holly Ruby, Certified Public Accountant (CPA)
Addicus Family Office
Great CPE
Christine Worms, Certified Public Accountant (CPA)
Addicus Family Office
Very good
Kenneth Karouzos, Certified Public Accountant (CPA)
Addicus Family Office
I had not previously heard of this webinar's trust tax planning technique - good to learn about this.
Deborah Dilbeck, Certified Public Accountant (CPA)
Addicus Family Office
Great way to earn CPE!
Akindiji Oloko, Certified Public Accountant (CPA)
Addicus Family Office
Great
Katherine Reed, Certified Public Accountant (CPA)
Addicus Family Office
Enjoyed the class. Thanks!
Christine McCoach, Certified Public Accountant (CPA)
Addicus Family Office
very informative.
Leon Martin, Certified Financial Planner (CFP)
Addicus Family Office
Great relevant information
Ivy Lau, Certified Financial Planner (CFP)
Addicus Family Office
informative session
Lena Goodyear, Enrolled Agent (EA)
Addicus Family Office
will not be using semi=retired
Arkadiy Kleyner, Enrolled Agent (EA)
Addicus Family Office
myCPE made a visible progress since the time it was founded. It provides a vast variety of webinars of great value.
Michael Rock, Attorney
Addicus Family Office
Very informative of new tax rules.
Cynthia Wyman, Enrolled Agent (EA)
Addicus Family Office
Enjoyable program with relevant information
Bobby Alford, Tax Professional (PTIN Holder)
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.
Wallis Davis, Enrolled Agent (EA)
Addicus Family Office
Not sure what you are asking. I really appreciate diverse offerings of MyCPE.
Patricia Kooienga, AFSP
Addicus Family Office
Some of the material was "pretty tough" to comprehend.
Gerald Langer, Certified Public Accountant (CPA)
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
Stefanie Seidner, Certified Public Accountant (CPA)
Addicus Family Office
Good presenter. Material presented in an easy to understand way.
Michael Murphy, Certified Public Accountant (CPA)
Addicus Family Office
enjoyed the hour. Presenter moved along well and kept my attention.
RONALD EIK, Enrolled Agent (EA)
Addicus Family Office
Very good presentation.
Lisa Cardinale, Certified Public Accountant (CPA)
Addicus Family Office
N/A
Robert Pelletier, Certified Public Accountant (CPA)
Addicus Family Office
Good ideas to consider for some clients.
mary Allard, Certified Public Accountant (CPA)
Addicus Family Office
Lots of information to unpack
Ranju Maheshwari, Enrolled Agent (EA)
Addicus Family Office
Good!
Bansari Kinkhabwala, Certified Public Accountant (CPA)
Addicus Family Office
Good learning session. Both instructors are good.
Francis Thanjan, Certified Public Accountant (CPA)
Addicus Family Office
It was a starting point for 2020 tax planning
Kimberly Kimberly, Certified Public Accountant (CPA)
Addicus Family Office
Awesome
Wendy Eversole, Certified Public Accountant (CPA)
Addicus Family Office
Definitely assumes a level of tax knowledge as a pre-requisite.
James Tyler, Certified Public Accountant (CPA)
Addicus Family Office
Very informative webinar!
Deborah Talley, Certified Public Accountant (CPA)
Addicus Family Office
Well done
Suzanne Holod, Enrolled Agent (EA)
Addicus Family Office
The instructor was very knowledgeable and gave ideas of tax savings.
Suzanne Holod, Enrolled Agent (EA)
Addicus Family Office
The instructor was very knowledgeable and gave ideas of tax savings.
Shek Mark, Certified Public Accountant (CPA)
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.
Paul Graybill, Tax Professional (PTIN Holder)
Addicus Family Office
Both speakers were concise, yet knowledgeable in their presentation.
dawn florio, Certified Public Accountant (CPA)
Addicus Family Office
informative presentation
dawn florio, Certified Public Accountant (CPA)
Addicus Family Office
informative presentation
Audrey Jolliff, Certified Public Accountant (CPA)
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.
wendi mai, Certified Public Accountant (CPA)
Addicus Family Office
Good course, learn a lot.
Blaise Wabo, Certified Public Accountant (CPA)
Addicus Family Office
n/a
Marc Maas, Accountant
Addicus Family Office
great
Vicki Freeman, Certified Public Accountant (CPA)
Addicus Family Office
I learned a lot about other year end planning strategies. I like the Charitable Lead trust with the reversionary structure.
Tatiana Olano, Tax Professional (PTIN Holder)
Addicus Family Office
Great experience
Deborah Hall, AFSP
Addicus Family Office
I am tax preparer, so I hope to use this info
Anna Spencer, Accountant
Addicus Family Office
Very informative.
karl liss, Enrolled Agent (EA)
Addicus Family Office
as expected
PAUL ROBERTO, Accountant
Addicus Family Office
GOOD INFO
Candyth Thomas, Enrolled Agent (EA)
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.
Mary-Jo Kranacher, Accountant
Addicus Family Office
The webinar was interesting and informative.
Joe Shoemaker, Certified Public Accountant (CPA)
Addicus Family Office
Very informative
Christine Cappadona, Certified Management Accountant (CMA)
Addicus Family Office
Good webinar. Knowledgeable instructor.
Jai Khanna, Certified Public Accountant (CPA)
Addicus Family Office
Neutral
Kelli Preston, Enrolled Agent (EA)
Addicus Family Office
Timely content
Anne Garabedian, Certified Public Accountant (CPA)
Addicus Family Office
Good strategies my clients will be interested in
David Berger, Certified Public Accountant (CPA)
Addicus Family Office
Kind of a diversion to the annuity trust topic, but the stated objectives were met by the main speaker.
Jerry Smith, Accountant
Addicus Family Office
Very informative and helpful
Moswen James, Enrolled Agent (EA)
Addicus Family Office
Speaker was easy to listen to and engaging.
Kseniya Soukeras, Certified Public Accountant (CPA)
Addicus Family Office
great course
Lynnae Langmann, Certified Public Accountant (CPA)
Addicus Family Office
Insightful, informative session. Thank you
Monica Larsson, Certified Public Accountant (CPA)
Addicus Family Office
Presentation very helpful
Kenneth Manche, Certified Public Accountant (CPA)
Addicus Family Office
Very relevant and timely.
Kevin Golden, Certified Financial Planner (CFP)
Addicus Family Office
Great
Jaime Billoch, Tax Professional (PTIN Holder)
Addicus Family Office
Excellent class
Jaime Billoch, Tax Professional (PTIN Holder)
Addicus Family Office
Excellent class
Del DeVries, Certified Public Accountant (CPA)
Addicus Family Office
Interesting session.
MEGAN THOMAS, Accountant
Addicus Family Office
Nice to have 2 perspectives
Jay Warthen, Bookkeeper
Addicus Family Office
very good webinar.
Annie Chung-Wong, Enrolled Agent (EA)
Addicus Family Office
very informative
Inna Brodsky, Tax Professional (PTIN Holder)
Addicus Family Office
Webinar was informative.
Susan Guerra, Tax Professional (PTIN Holder)
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.
Matt Watters, Enrolled Agent (EA)
Addicus Family Office
Good coverage of end of year tax strategies.
Stel elenis, Certified Public Accountant (CPA)
Addicus Family Office
Good
Kelly Lambe, Certified Internal Auditor (CIA)
Addicus Family Office
thanks
Staci Lincoln, Certified Public Accountant (CPA)
Addicus Family Office
Informative webinar.
Chad Parker, Enrolled Agent (EA)
Addicus Family Office
Good info
Layne Hoekema, Certified Financial Planner (CFP)
Addicus Family Office
Seemed like they took a large amount time to pitch a concept (15 minutes) .....iCLAT.
Jennifer Conner, Enrolled Agent (EA)
Addicus Family Office
Effective
Neil Hopkins, Certified Public Accountant (CPA)
Addicus Family Office
Interesting helpful tax topics!
Laurie Cunningham, Certified Public Accountant (CPA)
Addicus Family Office
Excellent
David Sietman, Enrolled Agent (EA)
Addicus Family Office
I learned a few things I can share with clients.
william lipkea, Certified Public Accountant (CPA)
Addicus Family Office
.
Muhanned Anbari, Certified Public Accountant (CPA)
Addicus Family Office
NA
Jessica DeBold, Certified Financial Planner (CFP)
Addicus Family Office
Thanks!
Maria Vasquez, Certified Public Accountant (CPA)
Addicus Family Office
Great course
daniel Rachek, Accountant
Addicus Family Office
training was great
Ashley Arroyo, Enrolled Agent (EA)
Addicus Family Office
Good webinar
Casey Nelson, Certified Public Accountant (CPA)
Addicus Family Office
great job!
Tyler Konarik, Certified Public Accountant (CPA)
Addicus Family Office
Great experience and I’ll be back for more classes.
Duane Ponko, CFO/Controller
Addicus Family Office
interesting tax niches
Duane Ponko, CFO/Controller
Addicus Family Office
interesting tax niches
Peter Wick, Certified Public Accountant (CPA)
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.
FREDERICK SHULMAN, Certified Public Accountant (CPA)
Addicus Family Office
VERY GOOD
PHILLIP ROSNER, Certified Public Accountant (CPA)
Addicus Family Office
It was very informative.
Laura Edwards, Accountant
Addicus Family Office
It was very informative. The speaker was very down to earth.
Giorgi Maisuradze, Enrolled Agent (EA)
Addicus Family Office
Thank you.
Megan Dovell, Certified Public Accountant (CPA)
Addicus Family Office
Great for those with corporate tax clients
JAMES MARNELL, Certified Public Accountant (CPA)
Addicus Family Office
A good overall presentation.
Alvin Quinn, Tax Professional (PTIN Holder)
Addicus Family Office
Excellent!
Thomas Rossi, Accountant
Addicus Family Office
instructor was knowledgeable and was able to share his ideas
Ashley Winfield, Tax Professional (PTIN Holder)
Addicus Family Office
I enjoyed the training.
Jennifer Soto, Enrolled Agent (EA)
Addicus Family Office
Excellent information and timely
Marsha Swanigan, Accountant
Addicus Family Office
Valuable knowledge for accounting professionals.
Lawrence McDermott, Certified Public Accountant (CPA)
Addicus Family Office
Good Seminar
Jieyi Cui, Certified Public Accountant (CPA)
Addicus Family Office
Good workshop
JUDITA RAULICKIS, Accountant
Addicus Family Office
.
Thomas Ray, Certified Public Accountant (CPA)
Addicus Family Office
Great experience. Excellent, knowledgeable presenters.
Chris Lenihn, Enrolled Agent (EA)
Addicus Family Office
Good!
Tracy Mitchell, Certified Public Accountant (CPA)
Addicus Family Office
Good webinar
permercial strozier, Others
Addicus Family Office
Great information
Robert Davies, Certified Public Accountant (CPA)
Addicus Family Office
Excellent for planning purposes.
Sandra Gates, Certified Public Accountant (CPA)
Addicus Family Office
The was ok. The presenter had a very political slant during the presentation.
Burlenti Shaban, Certified Public Accountant (CPA)
Addicus Family Office
It didn't really fit my needs.
Layton Smith, Enrolled Agent (EA)
Addicus Family Office
Great Presentation
Gregory Denning, Attorney
Addicus Family Office
Good webinar
Mahzareen Havewala, Certified Public Accountant (CPA)
Addicus Family Office
Thank you.
Dana Peele, Certified Public Accountant (CPA)
Addicus Family Office
.
Christopher Franzese, Certified Public Accountant (CPA)
Addicus Family Office
ok
Yilina Admiraal, Certified Public Accountant (CPA)
Addicus Family Office
thanks for this course
Stephanie Brooks, Attorney
Addicus Family Office
Thank you
Carol Friedman, Certified Public Accountant (CPA)
Addicus Family Office
Narrow coverage.
June Molinari, Enrolled Agent (EA)
Addicus Family Office
Excellent speaker and very informative. Thank you.
Paul Pusyka, Certified Public Accountant (CPA)
Addicus Family Office
Extremely efficient & effective
Gerald Bryant, Certified Public Accountant (CPA)
Addicus Family Office
Good
David Cartwright, Certified Public Accountant (CPA)
Addicus Family Office
I always look for at least 1 -2 good ideas in every class. Nailed it.
Sidney Herfel, Certified Public Accountant (CPA)
Addicus Family Office
Great presentation with a knowledgeable presenter.
Tami Lansing
Addicus Family Office
.
Robert Korfhage, Certified Public Accountant (CPA)
Addicus Family Office
Beneficial
Jan Harmon, Enrolled Agent (EA)
Addicus Family Office
Great info presented with no waste of side topics
Darla Gourley, Accountant
Addicus Family Office
Very informative
Robert Byrnes, Certified Public Accountant (CPA)
Addicus Family Office
Good information, but extremely targeted.
Kerry Hewson, Certified Public Accountant (CPA)
Addicus Family Office
great class...very helpful!
Kerry Hewson, Certified Public Accountant (CPA)
Addicus Family Office
great class...very helpful!
MARK MONZONES, Accountant
Addicus Family Office
Covered a lot of material in the hour.
James Payne, Certified Public Accountant (CPA)
Addicus Family Office
I liked how the cpe was conducted with minimal interuption
Jason Jones, Enrolled Agent (EA)
Addicus Family Office
It was great!
MICHAEL RUDY, Certified Public Accountant (CPA)
Addicus Family Office
Excellent webinar. I wish I had attended this sooner rather than 4 days before the end of the year.
GLEN HELMBRECHT, Certified Public Accountant (CPA)
Addicus Family Office
Interesting program
Kelly Batz, Certified Public Accountant (CPA)
Addicus Family Office
Informative, timely webinar. Thank you.
Anne Foster, Certified Public Accountant (CPA)
Addicus Family Office
Great presentation, but since I am industry it may not be usable directly in my job.
DON KANG, Certified Public Accountant (CPA)
Addicus Family Office
It's good experience.
CAROLINE WEBB BOUREN, Certified Public Accountant (CPA)
Addicus Family Office
Great
Connor Larsen, Accountant
Addicus Family Office
Informational and effective teaching
Robert Davies, Certified Public Accountant (CPA)
Addicus Family Office
Good last minute things to think about.
Daniel Simpson, Accountant
Addicus Family Office
good course
michael moore, Enrolled Agent (EA)
Addicus Family Office
the experience would have been better had the instructors used examples to get the point across.
Matthew Vandenheuvel, Certified Public Accountant (CPA)
Addicus Family Office
Good webinar.
Elizabeth Rabe, Certified Public Accountant (CPA)
Addicus Family Office
Good information
Michele Bebbington, Certified Public Accountant (CPA)
Addicus Family Office
This was a good, useful course, but probably could have been longer to cover more of the changes.
Kanika Redmond, Tax Professional (PTIN Holder)
Addicus Family Office
-
David Tracy, Certified Public Accountant (CPA)
Addicus Family Office
Good information
Chris Giotis, Certified Public Accountant (CPA)
Addicus Family Office
Great!
Yun Shen, Certified Public Accountant (CPA)
Addicus Family Office
not very relevant
Jean Hess, Certified Fraud Examiner (CFE)
Addicus Family Office
great topic especially this time of year
Annie Chung-Wong, Enrolled Agent (EA)
Addicus Family Office
great seminar
James Guest, Tax Professional (PTIN Holder)
Addicus Family Office
THANK YOU FOR EVERY ONE
Natalie Merrick, Certified Public Accountant (CPA)
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.
Donald Shinn, Enrolled Agent (EA)
Addicus Family Office
na
Don Lehman, Certified Public Accountant (CPA)
Addicus Family Office
good overview of tax opportunities
Robert Krieger, Certified Public Accountant (CPA)
Addicus Family Office
good course
Thomas Anella, Certified Public Accountant (CPA)
Addicus Family Office
Positive
Mingjun Zhu, Certified Public Accountant (CPA)
Addicus Family Office
1 hour is kind of short to cover so much.
Arkadiy Kleyner, Enrolled Agent (EA)
Addicus Family Office
Material presented was useful.
Lynnae Langmann, Certified Public Accountant (CPA)
Addicus Family Office
informative & insightful
Patty Ward, Certified Public Accountant (CPA)
Addicus Family Office
Nothing to add
Patty Ward, Certified Public Accountant (CPA)
Addicus Family Office
Nothing to add
Jerry Poore, Enrolled Agent (EA)
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.
Herve Bony, CFO/Controller
Addicus Family Office
Excellent presentation. Good examples shared.
Christine Varnes, Certified Public Accountant (CPA)
Addicus Family Office
good overview
Brinda Simons, Enrolled Agent (EA)
Addicus Family Office
Very informative.
carrol pilgrim, Tax Professional (PTIN Holder)
Addicus Family Office
Definitely a learning experience
Angela Hartwig, Certified Public Accountant (CPA)
Addicus Family Office
Good pace for the 1 hour. Handouts excellent as well.
Tyler Huffman, Certified Public Accountant (CPA)
Addicus Family Office
The instructors were very knowledgeable on the subject matter.
JoAnn Dilley, Accountant
Addicus Family Office
Good presentation. Too much time on the charity tax plan. Could have been explained quicker.
Natalia Jimenez, Certified Public Accountant (CPA)
Addicus Family Office
10/10
Nancy Cooper, Certified Public Accountant (CPA)
Addicus Family Office
The training was basically as expected. Nothing amazing, but seemed to cover the topics sufficiently.
Donna McNally, Certified Public Accountant (CPA)
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
Jorge Lerman, Enrolled Agent (EA)
Addicus Family Office
Good to have the insight and who to contact if needed
Susan Beauford, Enrolled Agent (EA)
Addicus Family Office
Great speakers and very knowledgable.
Michael Rock, Attorney
Addicus Family Office
Excellent and informative.
Kenneth Karouzos, Certified Public Accountant (CPA)
Addicus Family Office
Very insightful information on a subject matter that I do not have much experience with.
Darla Gourley, Accountant
Addicus Family Office
Great seminar!
Barbara Vaughan, Tax Professional (PTIN Holder)
Addicus Family Office
Good program
Joydev Chakraborty, Enrolled Agent (EA)
Addicus Family Office
great presentation.
Monica Gardner, Certified Public Accountant (CPA)
Addicus Family Office
Very informative
Jamie DeWitt, Certified Public Accountant (CPA)
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.
Jamie DeWitt, Certified Public Accountant (CPA)
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.
Deborah Loosemore, Certified Public Accountant (CPA)
Addicus Family Office
I thought the presentation was informative. I do not work in public practice but still found it useful.. Thank you
Laura Howes, Certified Public Accountant (CPA)
Addicus Family Office
Great ideas for tax planning let by knowledgeable instructors.
SETH GILLESPIE, Enrolled Agent (EA)
Addicus Family Office
it went well
Susan Collins, Enrolled Agent (EA)
Addicus Family Office
good
Brittany Montgomery, Certified Public Accountant (CPA)
Addicus Family Office
Great topic.
Jenny Clowes, Certified Public Accountant (CPA)
Addicus Family Office
Love this topic..could always spend more time on it.
Nancy Dixon, Enrolled Agent (EA)
Addicus Family Office
Handout was not very useful, it was more like an agenda. Too much information too fast.
Gerald Nelson, Accountant
Addicus Family Office
While I don’t hAve any clients that could benefit from these strategies, they are great arrows in my quiver.
LOIS J ANTONIUS, Certified Public Accountant (CPA)
Addicus Family Office
Could have used more time for this subject. A lot to cover in one hour.
Tami Lansing
Addicus Family Office
.
Andrei Muresan, Certified Public Accountant (CPA)
Addicus Family Office
great
Nathan Henson, Certified Public Accountant (CPA)
Addicus Family Office
Instructors very knowledgeable and practical advice
JUDITH BLAND, Certified Public Accountant (CPA)
Addicus Family Office
Good info learned about CLTs. Chairible lead trusts
Robert Korfhage, Certified Public Accountant (CPA)
Addicus Family Office
Beneficial
Tongxiang Deng, Enrolled Agent (EA)
Addicus Family Office
good
Binh Ngo, Accountant
Addicus Family Office
Thank you so much!
Keith Moore, Certified Public Accountant (CPA)
Addicus Family Office
very informative
Keith Moore, Certified Public Accountant (CPA)
Addicus Family Office
very informative
Barbara Squires, Enrolled Agent (EA)
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.
Kevin Victor, Certified Public Accountant (CPA)
Addicus Family Office
get tips learned!
Theodore Jaeger, Certified Public Accountant (CPA)
Addicus Family Office
informative course with relevant information
Steven Disler, Certified Public Accountant (CPA)
Addicus Family Office
great
Krystle Anderson, Certified Public Accountant (CPA)
Addicus Family Office
Great webinar!
Nathaniel Snodgrass, Certified Public Accountant (CPA)
Addicus Family Office
Good examples, however, I likely won't use this for my job.
Nathaniel Snodgrass, Certified Public Accountant (CPA)
Addicus Family Office
Good examples, however, I likely won't use this for my job.
darlene ferrantino, Certified Public Accountant (CPA)
Addicus Family Office
na
Melanie Bledsoe, Certified Public Accountant (CPA)
Addicus Family Office
Thank you for this free information.
Christopher Spadaccini, Certified Public Accountant (CPA)
Addicus Family Office
Great session
Karla Coupland, Certified Public Accountant (CPA)
Addicus Family Office
This webinar brought up tax tools I didn't know existed, Thank you!
Karla Coupland, Certified Public Accountant (CPA)
Addicus Family Office
This webinar brought up tax tools I didn't know existed, Thank you!
Sarah Hegenbart, Certified Public Accountant (CPA)
Addicus Family Office
great
Kyle Rogers, Certified Public Accountant (CPA)
Addicus Family Office
Excellent webinar!
Jim Klockow, Certified Public Accountant (CPA)
Addicus Family Office
Excellent CPE class
Lawrence McDermott, Certified Public Accountant (CPA)
Addicus Family Office
Good seminar
Robert King, Accountant
Addicus Family Office
yes
Keith Moore, Certified Public Accountant (CPA)
Addicus Family Office
good info
Barbara Said, Certified Public Accountant (CPA)
Addicus Family Office
The class was a great overview.
Lynnae Langmann, Certified Public Accountant (CPA)
Addicus Family Office
Very informative & timely session. Thank you
Debra Bellamy, Enrolled Agent (EA)
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.
Pamela Ping, Enrolled Agent (EA)
Addicus Family Office
This was a great Webinar. Looking forward to more!
Anita Reece, Enrolled Agent (EA)
Addicus Family Office
Great instructor
Alejandra Garcia Dominguez, Accountant
Addicus Family Office
myCPE never dissappoints. It is always a pleasure.
Paula Crismond, Tax Professional (PTIN Holder)
Addicus Family Office
Excellent overview
Kevin Stockwell, Certified Public Accountant (CPA)
Addicus Family Office
Great Webinar
Jennifer Boehm, Certified Public Accountant (CPA)
Addicus Family Office
This was an interesting webinar, I would recommend to colleagues.
Caitlin White, Enrolled Agent (EA)
Addicus Family Office
informative
Laquita Stanfill, Enrolled Agent (EA)
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.
EDDIE DAMRON, Enrolled Agent (EA)
Addicus Family Office
VERY INFORMATIVESLIDES
Catherine Vincent, Certified Public Accountant (CPA)
Addicus Family Office
Did not get that much out of the seminar... I expected more
Amy Zheng, Accountant
Addicus Family Office
I have learned a great knowledge out of the webinar.
helen tinnerman, Certified Public Accountant (CPA)
Addicus Family Office
good information
Michael Schiavo, Enrolled Agent (EA)
Addicus Family Office
Very effective top level review
Denise Mitchell, Accountant
Addicus Family Office
Another good presentation by Jamie.
Robert Pelletier, Certified Public Accountant (CPA)
Addicus Family Office
very good update. covered a lot of material in one hour.
ralph brooks, Certified Public Accountant (CPA)
Addicus Family Office
excellent but brief discussion of pressing current tax issues
Joan Horoho, Enrolled Agent (EA)
Addicus Family Office
A great summary inspires you to learn more about the various issues
Roberta Nail, Certified Public Accountant (CPA)
Addicus Family Office
Provided a lot of information on the application of current tax law for 2020 and how to get the biggest benefits.
Cindy Fitterling, Certified Public Accountant (CPA)
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.
William Hunt, Certified Public Accountant (CPA)
Addicus Family Office
It was very fast paced, tried to cover a lot.
Lisa Friel, Accountant
Addicus Family Office
Excellent content
mary benson, Certified Public Accountant (CPA)
Addicus Family Office
Great
Sue Helen Marie Wilkins, Tax Professional (PTIN Holder)
Addicus Family Office
love classes in MyCPE
Becky Engel, Tax Professional (PTIN Holder)
Addicus Family Office
N/A
NIkita Shah, Certified Public Accountant (CPA)
Addicus Family Office
Interesting!
Stephen Sans, Accountant
Addicus Family Office
instructor was excellent!
Kanika Redmond, Tax Professional (PTIN Holder)
Addicus Family Office
*
Thomas Huth, Enrolled Agent (EA)
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.
June Molinari, Enrolled Agent (EA)
Addicus Family Office
Very informative. Excellent speaker. Thank you.
drew mcneish, Certified Public Accountant (CPA)
Addicus Family Office
Great!
Ronda Karney, Certified Public Accountant (CPA)
Addicus Family Office
I’m retired which is why it didn’t pertain to my job. Enjoyed updating my knowledge about the Cares Act.
Emma Sowers, Certified Public Accountant (CPA)
Addicus Family Office
Great!
Margaret Joyce Johnstone, Accountant
Addicus Family Office
Thought provoking.
Matthew Hertneky, Accountant
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.
Roger Caruso, Enrolled Agent (EA)
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.
Roger Caruso, Enrolled Agent (EA)
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.
Anita Kapper, Certified Public Accountant (CPA)
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
Toan Nguyen, Certified Public Accountant (CPA)
Addicus Family Office
Great material
Muhammad W Afzal, Accountant
Addicus Family Office
OK.
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