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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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With over 25 years in financial services, Alan brings
a lifetime of knowledge and experience to the Fortitude Investment Group.
Focused on advanced tax-reduction and tax-efficient investment strategies in
all areas of wealth management. Registered with the NY State Board of Public
Accountancy, Alan provides continuing education courses regarding IRC §1031 and
IRC §1033 to Certified Public Accountants. Through the use of the
Delaware Statutory Trust, Alan has successfully guided real estate investors
through even the most complex 1031 and 1033 exchange scenarios from start to
finish.
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